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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
201
Independent Advisor Alliance
North Carolina
$2.17M -$527K -8,227 -19%
CRB
202
Chad R. Baker
$2.03M +$2.06M +32,195 New
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$2.02M
PAG
204
Private Advisory Group
Washington
$2.01M +$24K +375 +1%
SIA
205
Soltis Investment Advisors
Utah
$1.97M +$1.28K +20 +0.1%
AA
206
ALPS Advisors
Colorado
$1.95M -$206K -3,216 -9%
TIA
207
Tiemann Investment Advisors
California
$1.93M -$320K -5,000 -14%
Janus Henderson Group
208
Janus Henderson Group
$1.87M -$93.1K -1,454 -5%
Corient Private Wealth
209
Corient Private Wealth
Florida
$1.86M +$130K +2,035 +7%
NAM
210
Nissay Asset Management
Japan
$1.84M +$83.9K +1,311 +5%
LAM
211
Lountzis Asset Management
Pennsylvania
$1.81M +$970K +15,153 +112%
LWM
212
Lyell Wealth Management
California
$1.79M +$138K +2,156 +8%
HIS
213
Harvest Investment Services
Illinois
$1.77M +$1.8M +28,142 New
Truist Financial
214
Truist Financial
North Carolina
$1.77M -$14.5K -227 -0.8%
SG Americas Securities
215
SG Americas Securities
New York
$1.75M +$1.4M +21,930 +377%
KWA
216
Kingswood Wealth Advisors
California
$1.72M +$1.74M +27,226 New
CAN
217
Cetera Advisor Networks
California
$1.7M -$31.9K -498 -2%
EAMA
218
EFG Asset Management (Americas)
Florida
$1.69M +$368K +5,745 +27%
BJL
219
Brighton Jones LLC
Washington
$1.67M +$2.69K +42 +0.2%
MIFH
220
Migdal Insurance & Financial Holdings
Israel
$1.65M +$70.4K +1,100 +4%
BAM
221
Blueshift Asset Management
New Jersey
$1.63M +$831K +12,974 +100%
TI
222
Trexquant Investment
Connecticut
$1.61M +$1.64M +25,616 New
Bank Julius Baer & Co
223
Bank Julius Baer & Co
Switzerland
$1.6M +$62.3K +973 +4%
GIBU
224
Gulf International Bank (UK)
United Kingdom
$1.59M -$137K -2,134 -8%
LIP
225
Liontrust Investment Partners
United Kingdom
$1.58M -$448K -7,000 -22%