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Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Prudential plc
United Kingdom
$765K +$78.1K +1,344 +11%
GC
402
Grimes & Company
Massachusetts
$762K -$41.4K -712 -5%
WF
403
Wayfinding Financial
Washington
$760K – – –
TFS
404
TrustCore Financial Services
Tennessee
$755K – – –
OPPTF
405
OPSEU Pension Plan Trust Fund
Ontario, Canada
$749K +$1.74K +30 +0.2%
LJHT
406
Laurie J. Hall Trustee
$746K – – –
FAIM
407
Financial Advocates Investment Management
Washington
$738K -$40.7K -700 -5%
CRWM
408
Castle Rock Wealth Management
California
$733K +$58 +1 +0%
PCM
409
Prelude Capital Management
New York
$721K +$489K +8,418 +187%
BC
410
Bartlett & Co
Ohio
$701K – – –
EF
411
Empirical Finance
Pennsylvania
$701K +$120K +2,064 +20%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$701K – – –
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$694K -$11.2K -192 -2%
PA
414
Pinnacle Associates
New York
$685K +$31.4K +540 +5%
CAM
415
Cresset Asset Management
Illinois
$675K -$86K -1,479 -11%
HI
416
Horizon Investments
North Carolina
$671K +$257K +4,422 +58%
GFPC
417
Global Financial Private Client
Florida
$669K +$674K +11,595 +68,206%
QIM
418
Quantitative Investment Management
Virginia
$662K +$690K +11,873 New
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$653K +$13.1K +225 +2%
BL
420
Balentine LLC
Georgia
$646K -$392K -6,739 -37%
S
421
Seeyond
France
$638K -$323K -5,553 -33%
NA
422
NewEdge Advisors
Louisiana
$621K +$646K +11,118 New
GT
423
Greenleaf Trust
Michigan
$609K +$132K +2,268 +26%
CCP
424
Corient Capital Partners
California
$608K +$16.2K +278 +3%
APP
425
Alpha Paradigm Partners
Illinois
$608K +$339K +5,835 +115%