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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Copeland Capital Management
Pennsylvania
$1.14M -$203K -2,576 -15%
GI
452
GAMMA Investing
California
$1.13M -$18.6K -236 -2%
HFO
453
Heritage Family Offices
Arizona
$1.12M +$1.16M +14,776 New
KIC
454
Kensington Investment Counsel
California
$1.12M -$37.4K -475 -3%
RI
455
Ridgewood Investments
New Jersey
$1.11M -$81K -1,029 -7%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$158K +2,011 +16%
EF
457
Empowered Funds
Pennsylvania
$1.11M +$42.3K +538 +4%
AIM
458
Aigen Investment Management
New York
$1.1M +$1.14M +14,461 New
Focus Partners Wealth
459
Focus Partners Wealth
Massachusetts
$1.09M +$165K +2,101 +17%
SCM
460
Sone Capital Management
New York
$1.08M +$1.12M +14,202 New
TC
461
TwinBeech Capital
New York
$1.03M +$624K +7,935 +141%
MCA
462
Martin Capital Advisors
Texas
$1.03M
TMAM
463
Tokio Marine Asset Management
Japan
$1.02M
CI Investments Inc
464
CI Investments Inc
Ontario, Canada
$1.01M +$117K +1,491 +13%
VSQM
465
V-Square Quantitative Management
Illinois
$1.01M +$8.34K +106 +0.8%
TWM
466
Trueblood Wealth Management
Ohio
$1,000K -$1.42K -18 -0.1%
NMIMC
467
Northwestern Mutual Investment Management Company
Wisconsin
$998K +$1.73K +22 +0.2%
KeyBank National Association
468
KeyBank National Association
Ohio
$988K +$180K +2,290 +21%
OAC
469
OMERS Administration Corp
Ontario, Canada
$979K -$168K -2,135 -14%
BP
470
Ballentine Partners
Massachusetts
$971K -$52.6K -669 -5%
Twin Tree Management
471
Twin Tree Management
Texas
$964K -$334K -4,245 -25%
BOTPPF
472
Board of the Pension Protection Fund
United Kingdom
$956K +$992K +12,600 New
EF
473
Empirical Finance
Pennsylvania
$953K +$29.4K +374 +3%
BAM
474
Belpointe Asset Management
Nevada
$949K -$566K -7,193 -37%
FCA
475
Fortis Capital Advisors
Kansas
$949K -$566K -7,193 -37%