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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
551
EP Wealth Advisors
California
$431K +$18.3K +239 +4%
CP
552
Covenant Partners
Tennessee
$430K -$13.1K -171 -3%
MS
553
Maven Securities
Jersey
$430K -$1.68M -21,961 -79%
PAG
554
Private Advisor Group
New Jersey
$426K -$211K -2,763 -32%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$425K -$8.5K -111 -2%
BCM
556
Bridgeway Capital Management
Texas
$419K -$666K -8,700 -60%
PI
557
PGGM Investments
Netherlands
$419K +$436K +5,693 New
TC
558
Truvestments Capital
Florida
$416K +$55K +718 +15%
PFA
559
Pathway Financial Advisors
Vermont
$415K
VWM
560
Vivid Wealth Management
Iowa
$410K -$306 -4 -0.1%
SDIC
561
South Dakota Investment Council
South Dakota
$408K
BCM
562
BluePath Capital Management
Georgia
$408K +$162K +2,118 +62%
OIA
563
Optimum Investment Advisors
Illinois
$397K -$36.9K -482 -8%
HIC
564
Holderness Investments Company
North Carolina
$397K
MOS
565
MGO One Seven
Ohio
$397K -$100K -1,306 -20%
GT
566
Greenleaf Trust
Michigan
$392K +$17.3K +226 +4%
IWA
567
Icon Wealth Advisors
Texas
$386K +$401K +5,245 New
Brown Advisory
568
Brown Advisory
Maryland
$384K -$72.4K -946 -15%
CWM
569
Cornerstone Wealth Management
Missouri
$384K -$1.15K -15 -0.3%
EWA
570
Exencial Wealth Advisors
Oklahoma
$382K +$44.3K +579 +13%
TAM
571
Trust Asset Management
Texas
$370K
CT
572
Cambridge Trust
Massachusetts
$369K
PA
573
Procyon Advisors
Connecticut
$368K +$82.4K +1,077 +27%
AAP
574
Ardsley Advisory Partners
Connecticut
$368K +$383K +5,000 New
NS
575
NBC Securities
Alabama
$364K