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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
451
Capstone Investment Advisors
New York
$894K +$437K +1,907 +96%
GBT
452
Grove Bank & Trust
Florida
$890K +$75K +327 +9%
ACA
453
Atlas Capital Advisors
Wyoming
$888K
MGIA
454
Moneta Group Investment Advisors
Missouri
$886K +$29.4K +128 +3%
IIL
455
Insight Inv LLC
California
$885K +$97.3K +424 +12%
WANY
456
Wealthspire Advisors (New York)
New York
$882K +$53.5K +233 +6%
NB
457
Norinchukin Bank
Japan
$879K +$76.4K +333 +10%
TIAA Trust, National Association
458
TIAA Trust, National Association
North Carolina
$868K +$17.2K +75 +2%
Baird Financial Group
459
Baird Financial Group
Wisconsin
$868K -$104K -452 -11%
SCM
460
Stonebridge Capital Management
California
$865K -$22.9K -100 -3%
CCB
461
Country Club Bank
Missouri
$853K -$2.72M -11,873 -76%
AAM
462
Advisors Asset Management
Colorado
$852K +$258K +1,126 +43%
CFGS
463
Concourse Financial Group Securities
Alabama
$846K +$7.11K +31 +0.9%
SC
464
Sawyer & Company
Massachusetts
$835K -$295K -1,285 -26%
CWP
465
Curated Wealth Partners
California
$827K +$50.7K +221 +7%
Bessemer Group
466
Bessemer Group
New Jersey
$799K +$597K +2,603 +296%
RCA
467
Resonant Capital Advisors
Wisconsin
$789K +$7.8K +34 +1%
WJWM
468
Williams Jones Wealth Management
New York
$782K
MIS
469
Morningstar Investment Services
Illinois
$780K -$9.28M -40,451 -92%
BBP
470
Banco BTG Pactual
Brazil
$775K +$779K +3,396 New
IAS
471
Investment Advisory Services
Texas
$769K -$50.5K -220 -6%
DWT
472
Dorsey & Whitney Trust
South Dakota
$756K +$12.8K +56 +2%
AFW
473
Avantra Family Wealth
Pennsylvania
$754K +$754K +3,287 New
IIM
474
INTECH Investment Management
Florida
$738K -$469K -2,043 -39%
WA
475
Waverly Advisors
Alabama
$734K -$9.18K -40 -1%