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Name Holding Trade Value Shares
Change
Change in
Stake
QWP
426
Quotient Wealth Partners
Texas
$741K -$342K -5,913 -33%
CIA
427
Concurrent Investment Advisors
Florida
$741K -$90.4K -1,562 -12%
Capstone Investment Advisors
428
Capstone Investment Advisors
New York
$729K +$442K +7,633 +195%
GT
429
Greenleaf Trust
Michigan
$715K +$10.6K +183 +2%
KRSITF
430
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$709K -$51.7K -893 -7%
BLC
431
Brown, Lisle/Cummings
Rhode Island
$708K +$26K +450 +4%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$698K -$110K -1,903 -15%
Envestnet Portfolio Solutions
433
Envestnet Portfolio Solutions
Illinois
$698K +$8.79K +152 +1%
IFU
434
iSAM Funds (UK)
United Kingdom
$685K +$628K +10,854 New
HWAM
435
Hennion & Walsh Asset Management
New Jersey
$680K -$20K -346 -3%
TW
436
TritonPoint Wealth
Maryland
$678K +$70.4K +1,216 +10%
PI
437
PGGM Investments
Netherlands
$676K +$92K +1,590 +17%
LCWP
438
Legacy Capital Wealth Partners
Arkansas
$674K +$684K +11,830 New
ATC
439
Argent Trust Co
Tennessee
$669K -$58.7K -1,014 -9%
MAM
440
Morse Asset Management
Connecticut
$668K +$46.3K +800 +8%
IB
441
Intrust Bank
Kansas
$659K -$26.6K -460 -4%
HCA
442
Harbor Capital Advisors
Illinois
$642K +$270K +4,672 +85%
BAM
443
Belpointe Asset Management
Nevada
$636K +$583K +10,077 New
FCA
444
Fortis Capital Advisors
Kansas
$636K +$583K +10,077 New
HI
445
HBK Investments
Texas
$631K +$579K +10,000 New
VSQM
446
V-Square Quantitative Management
Illinois
$625K +$79.1K +1,367 +16%
BP
447
Ballentine Partners
Massachusetts
$622K +$146K +2,517 +34%
TMAM
448
Tokio Marine Asset Management
Japan
$618K +$34.9K +604 +7%
P
449
Pitcairn
Pennsylvania
$612K +$9.43K +163 +2%
CWA
450
Clarus Wealth Advisors
Arizona
$609K +$559K +9,661 New