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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EP Wealth Advisors
California
$1.26M -$4.65K -8 -0.4%
BAMF
527
BI Asset Management Fondsmaeglerselskab
Denmark
$1.26M -$580K -998 -31%
KRSITF
528
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M +$1.28M +2,210 New
IA
529
IFP Advisors
Florida
$1.24M +$73.2K +126 +6%
PCS
530
Personal CFO Solutions
New Jersey
$1.23M -$194K -333 -13%
KeyBank National Association
531
KeyBank National Association
Ohio
$1.22M +$126K +216 +11%
PMG
532
ProVise Management Group
Florida
$1.22M -$49.4K -85 -4%
FPAS
533
Focus Partners Advisor Solutions
Missouri
$1.21M +$1.25M +2,148 New
HA
534
HHLR Advisors
Cayman Islands
$1.2M -$885K -1,522 -42%
GPGA
535
Grandeur Peak Global Advisors
Utah
$1.19M +$62.2K +107 +5%
PS
536
Principal Securities
Iowa
$1.19M
AAS
537
Avantax Advisory Services
Texas
$1.18M -$18.6K -32 -2%
Luther King Capital Management (LKCM)
538
Luther King Capital Management (LKCM)
Texas
$1.18M -$57K -98 -4%
F8IS
539
Figure 8 Investment Strategies
Idaho
$1.17M +$63.9K +110 +6%
CAM
540
Cresset Asset Management
Illinois
$1.17M +$79.1K +136 +7%
FRA
541
Frank Rimerman Advisors
California
$1.16M +$16.9K +29 +1%
Envestnet Portfolio Solutions
542
Envestnet Portfolio Solutions
Illinois
$1.14M -$1.38M -2,376 -54%
CG
543
Caprock Group
Idaho
$1.14M -$340K -585 -23%
DKCM
544
Davidson Kahn Capital Management
California
$1.13M +$97.7K +168 +9%
EF
545
Empowered Funds
Pennsylvania
$1.13M +$82.5K +142 +8%
PA
546
Procyon Advisors
Connecticut
$1.11M -$128K -220 -10%
CFG
547
Citizens Financial Group
Rhode Island
$1.09M +$18K +31 +2%
LWM
548
Liberty Wealth Management
California
$1.06M
CFO
549
Callan Family Office
Pennsylvania
$1.06M +$224K +386 +26%
DTL
550
Dynamic Technology Lab
Singapore
$1.06M +$238K +410 +28%