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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
226
Naples Global Advisors
Florida
$906K +$30.1K +325 +4%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$878K +$6.01K +65 +0.7%
VAS
228
Vestmark Advisory Solutions
Massachusetts
$874K -$6.66K -72 -0.8%
AFA
229
Abacus FCF Advisors
Florida
$824K -$18K -195 -2%
PAM
230
Panagora Asset Management
Massachusetts
$820K -$606K -6,548 -43%
PFO
231
Pathstone Family Office
New Jersey
$811K -$5.37K -58 -0.8%
MG
232
Markel Group
Virginia
$802K
GT
233
Glenview Trust
Kentucky
$799K +$254K +2,749 +48%
AA
234
Argent Advisors
Louisiana
$779K -$555 -6 -0.1%
CTA
235
Chesley Taft & Associates
Illinois
$776K -$27.8K -300 -4%
Neuberger Berman Group
236
Neuberger Berman Group
New York
$770K -$21.3K -230 -3%
NMIMC
237
Northwestern Mutual Investment Management Company
Wisconsin
$762K -$417K -4,506 -36%
IA
238
IFP Advisors
Florida
$761K +$1.85K +20 +0.1%
SAM
239
Securian Asset Management
Minnesota
$759K +$9.25K +100 +1%
GRQ
240
Gardner Russo & Quinn
Pennsylvania
$748K
Creative Planning
241
Creative Planning
Kansas
$747K +$179K +1,936 +32%
BPA
242
Beacon Pointe Advisors
California
$747K -$30.6K -331 -4%
WANY
243
Wealthspire Advisors (New York)
New York
$723K +$60.8K +657 +9%
SPIA
244
Steward Partners Investment Advisory
New York
$720K -$1.67K -18 -0.2%
SG Americas Securities
245
SG Americas Securities
New York
$696K -$782K -8,449 -53%
FIA
246
Foundations Investment Advisors
Arizona
$695K +$279K +3,013 +69%
O
247
Ossiam
France
$692K -$147K -1,584 -18%
GRP
248
Global Retirement Partners
California
$681K +$9.44K +102 +1%
CGH
249
Crossmark Global Holdings
Texas
$670K -$67.3K -727 -9%
EGM
250
Engineers Gate Manager
New York
$667K +$196K +2,119 +43%