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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Drive Wealth Management
Utah
$699K -$247K -19,443 -35%
BP
202
Ballentine Partners
Massachusetts
$684K +$442K +34,844 New
LOIM
203
Liberty One Investment Management
Illinois
$676K -$26.5K -2,089 -6%
Assenagon Asset Management
204
Assenagon Asset Management
Luxembourg
$664K +$429K +33,836 New
LNWTC
205
Laird Norton Wetherby Trust Company
Washington
$662K +$428K +33,700 New
HVCM
206
Hel Ved Capital Management
Hong Kong
$648K +$419K +33,000 New
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$641K +$183K +14,412 +79%
Schroder Investment Management Group
208
Schroder Investment Management Group
United Kingdom
$631K +$391K +30,805 +2,297%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$625K +$404K +31,844 New
SA
210
Strategic Advocates
Utah
$622K
LNWWM
211
Laird Norton Wetherby Wealth Management
California
$614K +$125K +9,887 +46%
HPG
212
Harvest Portfolios Group
Ontario, Canada
$602K -$39.6K -3,122 -9%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$598K +$6.76K +533 +2%
CCG
214
Cloverfields Capital Group
Minnesota
$577K +$373K +29,419 New
CAM
215
Cresset Asset Management
Illinois
$574K +$26.3K +2,071 +8%
X
216
Xponance
Pennsylvania
$567K -$16.2K -1,276 -4%
IF
217
Intrua Financial
Texas
$556K +$360K +28,346 New
HIIFS
218
Harel Insurance Investments & Financial Services
Israel
$538K -$47.7K -3,761 -12%
Pictet Asset Management
219
Pictet Asset Management
Switzerland
$523K
CG
220
Carmignac Gestion
France
$523K -$780K -61,483 -70%
IIA
221
IPG Investment Advisors
California
$521K +$97.9K +7,720 +41%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$510K
CG
223
Cutler Group
California
$507K -$45K -3,545 -12%
PAG
224
Private Advisor Group
New Jersey
$492K -$14K -1,102 -4%
OC
225
Oppenheimer & Co
New York
$485K +$16.1K +1,270 +5%