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Name Holding Trade Value Shares
Change
Change in
Stake
DT
501
Diversified Trust
Tennessee
$414K -$36.6K -84 -8%
HA
502
Harbor Advisors
Florida
$412K
CAM
503
Cresset Asset Management
Illinois
$405K -$114K -262 -21%
Lazard Asset Management
504
Lazard Asset Management
New York
$402K -$1.34M -3,081 -76%
FC
505
Forte Capital
New York
$401K +$7.84K +18 +2%
RA
506
RFG Advisory
Alabama
$398K +$11.8K +27 +3%
RJT
507
Raymond James Trust
Florida
$397K +$44.4K +102 +12%
BWP
508
BSW Wealth Partners
Colorado
$395K +$50.9K +117 +14%
PP
509
Prudential plc
United Kingdom
$390K -$194K -446 -32%
TC
510
Telemus Capital
Michigan
$384K -$76.2K -175 -16%
CGL
511
Clarius Group LLC
Washington
$384K +$30.5K +70 +8%
ZB
512
Zions Bancorporation
Utah
$373K +$13.9K +32 +4%
PI
513
PineBridge Investments
New York
$372K -$8.02M -18,422 -95%
PA
514
Profund Advisors
Maryland
$366K -$121K -277 -24%
MAM
515
Magellan Asset Management
Australia
$362K +$38.7K +89 +11%
BFA
516
BMS Financial Advisors
South Dakota
$361K +$35.7K +82 +10%
SFI
517
Siemens Fonds Invest
Germany
$356K
MFG
518
Menard Financial Group
Texas
$352K -$152K -349 -29%
TAM
519
Trust Asset Management
Texas
$352K +$7.4K +17 +2%
TCBWMS
520
Texas Capital Bank Wealth Management Services
Texas
$350K -$7.4K -17 -2%
WWP
521
WR Wealth Planners
Missouri
$345K +$9.58K +22 +3%
C
522
Certuity
Florida
$342K -$139K -319 -28%
BAM
523
Blueshift Asset Management
New Jersey
$342K +$166K +382 +85%
FMAEN1
524
Fund Management at Engine No 1
California
$338K +$57K +131 +19%
SS
525
Simplicity Solutions
Minnesota
$328K +$75.8K +174 +28%