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Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
326
Pinnacle Financial Partners (Georgia)
Georgia
$461K – – –
MA
327
MONECO Advisors
Connecticut
$459K – – –
MC
328
Machina Capital
France
$458K +$412K +26,394 New
1M
329
1248 Management
Missouri
$454K – – –
BFG
330
Bleakley Financial Group
New Jersey
$453K -$11.3K -725 -3%
Vontobel Holding
331
Vontobel Holding
Switzerland
$453K -$641K -41,128 -61%
VFA
332
Valeo Financial Advisors
Indiana
$449K +$25.6K +1,642 +7%
FAM
333
Formidable Asset Management
Ohio
$449K -$26.1K -1,675 -5%
BP
334
Ballentine Partners
Massachusetts
$436K -$28.6K -1,836 -7%
MGIA
335
Moneta Group Investment Advisors
Missouri
$433K +$7.21K +462 +2%
KPWS
336
Kestra Private Wealth Services
Texas
$425K -$16.4K -1,050 -4%
MFG
337
Merit Financial Group
Georgia
$424K -$9.78K -627 -3%
PL
338
Perpetual Ltd
Australia
$417K +$13K +833 +4%
CIAM
339
Caitong International Asset Management
Hong Kong
$417K +$297K +19,070 +385%
William Blair & Company
340
William Blair & Company
Illinois
$415K -$28.3K -1,816 -7%
HW
341
HORAN Wealth
Ohio
$414K +$373K +23,890 New
NDSIB
342
North Dakota State Investment Board
North Dakota
$410K -$154K -9,852 -29%
OC
343
Oppenheimer & Co
New York
$405K -$79.9K -5,125 -18%
GT
344
Greenleaf Trust
Michigan
$405K -$18.3K -1,175 -5%
Nisa Investment Advisors
345
Nisa Investment Advisors
Missouri
$402K -$70.5K -4,522 -16%
SAW
346
Signal Advisors Wealth
Michigan
$399K -$16 -1 -0%
BPC
347
Banque Pictet & Cie
Switzerland
$399K – – –
Blackstone Inc
348
Blackstone Inc
New York
$395K -$315K -20,210 -47%
P
349
PensionDanmark
Denmark
$395K – – –
FPF
350
First Pacific Financial
Washington
$394K -$7.64K -490 -2%