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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
526
Lido Advisors
California
$331K -$2.75K -6 -0.8%
VAS
527
Vestmark Advisory Solutions
Massachusetts
$331K +$359K +784 New
JF
528
JSF Financial
California
$330K – – –
Lazard Asset Management
529
Lazard Asset Management
New York
$329K -$90.2K -197 -20%
ERWM
530
Elk River Wealth Management
Colorado
$329K – – –
P
531
Pitcairn
Pennsylvania
$329K +$8.7K +19 +3%
PA
532
Parallel Advisors
California
$328K +$31.6K +69 +10%
FMAEN1
533
Fund Management at Engine No 1
California
$326K -$21.1K -46 -6%
WEG
534
World Equity Group
Illinois
$324K +$16.5K +36 +5%
CG
535
Caprock Group
Idaho
$324K +$45.8K +100 +15%
VCM
536
Virtue Capital Management
Tennessee
$321K -$6.87K -15 -2%
MCM
537
MAI Capital Management
Ohio
$320K +$29.8K +65 +9%
MAM
538
Magellan Asset Management
Australia
$307K -$69.6K -152 -17%
WSFS
539
Wilmington Savings Fund Society
Delaware
$307K – – –
WCM
540
WealthBridge Capital Management
Ohio
$303K – – –
QCG
541
Quadrant Capital Group
Ohio
$302K +$72.3K +158 +28%
LNC
542
Lincoln National Corp
Pennsylvania
$301K +$326K +712 New
BL
543
Balentine LLC
Georgia
$297K +$15.1K +33 +5%
O
544
Ossiam
France
$297K +$297K +649 +1,202%
SWA
545
SFMG Wealth Advisors
Texas
$294K +$5.04K +11 +2%
CB
546
CNB Bank
Pennsylvania
$292K +$22.4K +49 +8%
TC
547
Telemus Capital
Michigan
$289K -$113K -247 -27%
AWP
548
Ascent Wealth Partners
New York
$285K +$309K +676 New
BAM
549
Blueshift Asset Management
New Jersey
$283K -$72.8K -159 -19%
SIM
550
Sentry Investment Management
Wisconsin
$282K +$51.7K +113 +20%