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Name Holding Trade Value Shares
Change
Change in
Stake
BA
526
Bristlecone Advisors
Washington
$937K -$63.3K -2,100 -7%
GT
527
Greenleaf Trust
Michigan
$937K +$85.6K +2,840 +11%
JWA
528
JFS Wealth Advisors
Pennsylvania
$925K – – –
JIC
529
Johnson Investment Counsel
Ohio
$924K -$32.8K -1,090 -4%
HCM
530
Howard Capital Management
Georgia
$900K -$8.13K -270 -1%
RJT
531
Raymond James Trust
Florida
$891K -$300K -9,970 -27%
Man Group
532
Man Group
United Kingdom
$876K -$1.99M -66,110 -71%
PWMAG
533
Pinnacle Wealth Management Advisory Group
New Jersey
$874K – – –
MOS
534
MGO One Seven
Ohio
$871K +$3.92K +130 +0.5%
RIM
535
Redwood Investment Management
Arizona
$871K +$797K +26,450 New
SFA
536
Souders Financial Advisors
Ohio
$864K +$73.2K +2,430 +10%
PP
537
PDT Partners
New York
$860K +$784K +26,020 New
GIA
538
GHP Investment Advisors
Colorado
$847K +$773K +25,650 New
AWA
539
Alta Wealth Advisors
Massachusetts
$843K -$603 -20 -0.1%
DCM
540
Dupont Capital Management
Delaware
$842K -$236K -7,840 -24%
UB
541
UMB Bank
Missouri
$825K -$603 -20 -0.1%
KAS
542
Kestra Advisory Services
Texas
$807K +$331K +10,990 +82%
CCP
543
Corient Capital Partners
California
$805K +$65.1K +2,160 +10%
PCA
544
Peddock Capital Advisors
Massachusetts
$805K +$171K +5,680 +30%
WCM
545
Weld Capital Management
New York
$798K +$13.6K +450 +2%
SS
546
Simplicity Solutions
Minnesota
$793K +$723K +23,990 New
GC
547
Grimes & Company
Massachusetts
$790K -$141K -4,680 -16%
AC
548
Allstate Corporation
Illinois
$783K +$85.6K +2,840 +14%
IA
549
IndexIQ Advisors
New York
$778K +$70.2K +2,330 +11%
QI
550
QS Investors
New York
$772K -$38.3K -1,270 -5%