Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
526
Vanguard Personalized Indexing Management
California
$3.66M -$305K -986 -8%
TC
527
TownSquare Capital
Utah
$3.65M +$639K +2,066 +22%
GT
528
Glenmede Trust
Pennsylvania
$3.63M +$8.35K +27 +0.2%
CAM
529
Cypress Asset Management
Texas
$3.6M -$7.11K -23 -0.2%
MYLI
530
Meiji Yasuda Life Insurance
Japan
$3.6M -$47.3K -153 -1%
MAM
531
Morse Asset Management
Connecticut
$3.57M +$132K +428 +4%
FDCDDQ
532
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54M -$330K -1,067 -9%
TAM
533
Tocqueville Asset Management
New York
$3.5M -$15.5K -50 -0.5%
RWA
534
River Wealth Advisors
Pennsylvania
$3.5M +$151K +490 +5%
KAS
535
Kestra Advisory Services
Texas
$3.46M -$1.62M -5,246 -33%
VAS
536
Vestmark Advisory Solutions
Massachusetts
$3.44M +$449K +1,451 +16%
AP
537
Advisor Partners
California
$3.44M -$255K -825 -7%
PGFC
538
Peapack-Gladstone Financial Corp
New Jersey
$3.41M +$41.1K +133 +1%
BIM
539
Bridges Investment Management
Nebraska
$3.4M -$304K -983 -8%
BPA
540
Beacon Pointe Advisors
California
$3.39M +$528K +1,708 +19%
Parallax Volatility Advisers
541
Parallax Volatility Advisers
California
$3.35M -$10.9M -35,329 -77%
LFM
542
LGT Fund Management
Liechtenstein
$3.33M +$1.64M +5,295 +106%
GJIC
543
Gamble Jones Investment Counsel
California
$3.32M – – –
BFM
544
Boothbay Fund Management
New York
$3.32M +$3.21M +10,389 New
RJT
545
Raymond James Trust
Florida
$3.3M -$514K -1,663 -14%
RWA
546
Roberts Wealth Advisors
California
$3.25M +$68K +220 +2%
BOTW
547
Bank of the West
California
$3.25M +$66.5K +215 +2%
AC
548
Addenda Capital
Quebec, Canada
$3.24M +$259K +837 +9%
NGA
549
Naples Global Advisors
Florida
$3.22M +$144K +465 +5%
TCCM
550
Timber Creek Capital Management
Massachusetts
$3.21M -$65.5K -212 -2%