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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
476
Cypress Asset Management
Texas
$289K – – –
Northwestern Mutual Wealth Management
477
Northwestern Mutual Wealth Management
Wisconsin
$288K +$203K +893 +210%
NP
478
NorthRock Partners
Minnesota
$287K +$34.6K +152 +13%
CAM
479
Cresset Asset Management
Illinois
$278K -$11.2K -49 -4%
WHG
480
Westwood Holdings Group
Texas
$278K – – –
SEC
481
Seven Eight Capital
New York
$276K +$10.5K +46 +4%
CCG
482
Chatham Capital Group
Georgia
$273K – – –
LFM
483
LGT Fund Management
Liechtenstein
$272K – – –
Cerity Partners
484
Cerity Partners
New York
$269K +$25.9K +114 +10%
M
485
Mirova
France
$265K -$808K -3,552 -75%
APIM
486
Agate Pass Investment Management
Washington
$265K – – –
PCA
487
Pallas Capital Advisors
Massachusetts
$264K -$6.37K -28 -2%
SSA
488
Schonfeld Strategic Advisors
New York
$263K +$274K +1,206 New
MSR
489
Main Street Research
Connecticut
$262K – – –
WMC
490
Westwood Management Corporation
Illinois
$262K – – –
CG
491
Caprock Group
Idaho
$262K +$22.5K +99 +9%
VAS
492
Vestmark Advisory Solutions
Massachusetts
$256K +$14.1K +62 +6%
LWAC
493
Laurel Wealth Advisors (California)
California
$255K -$8.65K -38 -3%
DP
494
DDD Partners
Washington
$254K – – –
RWM
495
Ritholtz Wealth Management
New York
$253K +$264K +1,160 New
AO
496
Advisor OS
Illinois
$251K -$88.1K -387 -25%
Lido Advisors
497
Lido Advisors
California
$249K +$14.1K +62 +6%
CNC
498
Canandaigua National Corp
New York
$246K -$683 -3 -0.3%
CI Investments Inc
499
CI Investments Inc
Ontario, Canada
$242K +$35.3K +155 +16%
Brown Advisory
500
Brown Advisory
Maryland
$242K +$252K +1,109 New