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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
701
Searle & Co
Connecticut
$250K – – –
SB
702
Strategic Blueprint
Georgia
$250K +$18.3K +282 +7%
FMAEN1
703
Fund Management at Engine No 1
California
$250K +$47.5K +732 +19%
BCM
704
Bluefin Capital Management
New York
$249K +$287K +4,430 New
PFS
705
Prospera Financial Services
Texas
$248K -$444K -6,843 -60%
BFG
706
Barber Financial Group
Kansas
$246K +$4.73K +73 +2%
1WA
707
180 Wealth Advisors
Washington
$246K +$281K +4,327 New
FFA
708
First Foundation Advisors
California
$246K +$287K +4,430 New
VVP
709
Venture Visionary Partners
Ohio
$245K -$8.95K -138 -3%
TIM
710
Thompson Investment Management
Wisconsin
$245K – – –
CA
711
Calton & Associates
Florida
$244K -$24.2K -374 -8%
QCM
712
Quantinno Capital Management
New York
$244K -$11.5K -178 -4%
NC
713
NovaPoint Capital
Georgia
$244K – – –
CRC
714
Curi RMB Capital
Illinois
$244K +$1.49K +23 +0.5%
PWP
715
Pursue Wealth Partners
California
$244K +$151K +2,333 +113%
HCA
716
Heck Capital Advisors
Wisconsin
$242K +$283K +4,362 New
CGL
717
Clarius Group LLC
Washington
$242K +$4.47K +69 +2%
HNWAG
718
High Net Worth Advisory Group
Florida
$241K +$230K +3,549 +443%
FDCDDQ
719
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$136K +2,090 +94%
1IA
720
1620 Investment Advisors
Massachusetts
$238K +$278K +4,289 New
CSS
721
Cubist Systematic Strategies
Connecticut
$237K -$6.16M -95,022 -96%
WP
722
WealthSource Partners
California
$236K -$26.1K -402 -9%
HW
723
Hancock Whitney
Mississippi
$235K +$14.1K +217 +5%
THWM
724
Taylor Hoffman Wealth Management
Virginia
$234K – – –
VT
725
Vise Technologies
New York
$233K +$4.86K +75 +2%
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29
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