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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
526
Personal CFO Solutions
New Jersey
$1.24M -$7.75K -14 -0.6%
EH
527
Equitable Holdings
New York
$1.23M +$192K +347 +19%
PMG
528
ProVise Management Group
Florida
$1.23M -$5.54K -10 -0.5%
DKCM
529
Davidson Kahn Capital Management
California
$1.21M +$53.7K +97 +5%
Luther King Capital Management (LKCM)
530
Luther King Capital Management (LKCM)
Texas
$1.2M +$1.66K +3 +0.1%
QCG
531
Quadrant Capital Group
Ohio
$1.2M +$439K +793 +62%
GAM
532
Generali Asset Management
Italy
$1.2M -$563K -1,017 -33%
KRSITF
533
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.19M -$79.1K -143 -6%
F8IS
534
Figure 8 Investment Strategies
Idaho
$1.18M -$14.4K -26 -1%
CAM
535
Creekmur Asset Management
Illinois
$1.18M +$325K +587 +40%
TCA
536
Transcend Capital Advisors
New Jersey
$1.16M +$319K +577 +40%
HA
537
HHLR Advisors
Cayman Islands
$1.16M -$66.4K -120 -6%
AssetMark Inc
538
AssetMark Inc
California
$1.16M -$1.26M -2,282 -53%
KeyBank National Association
539
KeyBank National Association
Ohio
$1.14M -$94.1K -170 -8%
FAM
540
Fulcrum Asset Management
United Kingdom
$1.14M +$1.09M +1,978 New
CFG
541
Citizens Financial Group
Rhode Island
$1.14M +$24.9K +45 +2%
WG
542
Winton Group
United Kingdom
$1.14M +$1.09M +1,973 New
FRA
543
Frank Rimerman Advisors
California
$1.12M -$57K -103 -5%
PS
544
Principal Securities
Iowa
$1.12M -$22.7K -41 -2%
MML Investors Services
545
MML Investors Services
Massachusetts
$1.11M -$1.64M -2,968 -61%
TFA
546
Toth Financial Advisory
Virginia
$1.11M +$110K +198 +12%
AC
547
Annandale Capital
Texas
$1.1M +$1.05M +1,900 New
RS
548
R Squared
Hong Kong
$1.09M +$121K +218 +13%
SCA
549
Snowden Capital Advisors
New York
$1.09M -$235K -425 -18%
LWM
550
Liberty Wealth Management
California
$1.09M – – –