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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
126
Kathmere Capital Management
Pennsylvania
$631K -$60.8K -3,194 -10%
WFI
127
West Family Investments
California
$628K +$241K +12,678 +72%
CG
128
Carmignac Gestion
France
$623K +$571K +30,000 New
FIM
129
Freedom Investment Management
Connecticut
$622K +$569K +29,929 New
Citigroup
130
Citigroup
New York
$589K -$198K -10,401 -27%
GCM
131
Genus Capital Management
British Columbia, Canada
$572K -$19K -1,000 -4%
SBH
132
Segall Bryant & Hamill
Illinois
$549K -$394K -20,700 -44%
BFG
133
Bleakley Financial Group
New Jersey
$538K +$42.7K +2,243 +9%
QCG
134
Quadrant Capital Group
Ohio
$519K -$434K -22,836 -48%
PWMG
135
Pinnacle Wealth Management Group
Michigan
$516K +$14.3K +750 +3%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$499K -$109K -5,746 -19%
AG
137
AIA Group
Hong Kong
$497K +$455K +23,922 New
P
138
&Partners
Tennessee
$484K +$167K +8,756 +61%
S
139
SignatureFD
Georgia
$464K -$5.78K -304 -1%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$448K +$32.1K +1,685 +8%
LCGC
141
Legacy Capital Group California
California
$435K +$55.4K +2,910 +16%
Bessemer Group
142
Bessemer Group
New Jersey
$409K
AQR Capital Management
143
AQR Capital Management
Connecticut
$408K +$374K +19,642 New
BTI
144
Blue Trust Inc
Georgia
$402K +$69.8K +3,670 +23%
DAS
145
Diversify Advisory Services
Utah
$398K +$81.8K +4,302 +28%
Truist Financial
146
Truist Financial
North Carolina
$394K -$16.9K -886 -4%
GC
147
Guggenheim Capital
Illinois
$376K -$18.5K -975 -5%
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$374K +$343K +18,021 New
BWP
149
BSW Wealth Partners
Colorado
$368K -$5.4K -284 -2%
CCM
150
Coldstream Capital Management
Washington
$346K +$231K +12,153 +271%