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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
476
Vanguard Personalized Indexing Management
California
$530K -$96.1K -255 -13%
OPPTF
477
OPSEU Pension Plan Trust Fund
Ontario, Canada
$525K -$12.4K -33 -2%
PGH
478
Partners Group Holding
Switzerland
$523K +$629K +1,670 New
WAM
479
World Asset Management
Michigan
$521K -$59.5K -158 -9%
HC
480
Hatton Consulting
Arizona
$517K – – –
Foundations Investment Advisors
481
Foundations Investment Advisors
Arizona
$505K +$243K +646 +64%
GIA
482
Gladstone Institutional Advisory
Florida
$502K +$604K +1,602 New
CCB
483
Cutter & Co Brokerage
Missouri
$494K – – –
TIA
484
Trust Investment Advisors
Indiana
$493K +$84.4K +224 +17%
Synovus Financial
485
Synovus Financial
Georgia
$491K +$311K +825 +111%
WFO
486
Wealthgate Family Office
Colorado
$491K +$590K +1,566 New
TYCC
487
Texas Yale Capital Corp
Florida
$488K – – –
MCM
488
Marathon Capital Management
Maryland
$483K +$75.4K +200 +15%
CPA
489
Clear Perspective Advisors
Illinois
$482K -$2.59M -6,861 -82%
United Capital Financial Advisors
490
United Capital Financial Advisors
Texas
$482K -$624K -1,655 -52%
Tokio Marine Asset Management
491
Tokio Marine Asset Management
Japan
$475K +$179K +475 +46%
VWM
492
Vigilare Wealth Management
Arizona
$472K +$53.1K +141 +10%
Edmond de Rothschild Holding
493
Edmond de Rothschild Holding
Switzerland
$470K -$18.8K -50 -3%
Vanguard Capital Wealth Advisors
494
Vanguard Capital Wealth Advisors
Colorado
$470K -$7.54K -20 -1%
CCM
495
Cinctive Capital Management
New York
$470K +$565K +1,500 New
Engineers Gate Manager
496
Engineers Gate Manager
New York
$470K +$566K +1,501 New
Profund Advisors
497
Profund Advisors
Maryland
$465K -$141K -375 -20%
KeyBank National Association
498
KeyBank National Association
Ohio
$460K -$1.07M -2,834 -66%
Arkadios Wealth Advisors
499
Arkadios Wealth Advisors
Georgia
$459K +$52.4K +139 +10%
PG
500
Patten Group
Tennessee
$455K -$13.6K -36 -2%