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Name Holding Trade Value Shares
Change
Change in
Stake
CI
576
Clal Insurance
Israel
$857K
SGA
577
Strategic Global Advisors
California
$853K +$380K +5,365 +71%
TIAA Trust, National Association
578
TIAA Trust, National Association
North Carolina
$847K -$67.2K -949 -7%
GEA
579
Glen Eagle Advisors
New Jersey
$842K +$42K +593 +5%
LSAG
580
Lake Street Advisors Group
New Hampshire
$841K -$9.07K -128 -1%
Toronto Dominion Bank
581
Toronto Dominion Bank
Ontario, Canada
$840K -$57.2K -808 -6%
GWA
582
Gratus Wealth Advisors
Virginia
$838K +$80.5K +1,136 +11%
NL
583
NVWM LLC
Pennsylvania
$838K -$4.53K -64 -0.5%
IFG
584
Independent Financial Group
California
$836K -$13.9K -196 -2%
FNBOO
585
First National Bank of Omaha
Nebraska
$836K -$7.08K -100 -0.8%
JIR
586
James Investment Research
Ohio
$832K +$48.3K +682 +6%
PGIM
587
Pacific Global Investment Management
California
$827K -$31K -437 -3%
PA
588
Profund Advisors
Maryland
$825K -$134K -1,887 -13%
EWM
589
EPG Wealth Management
Georgia
$824K +$885K +12,496 New
AWA
590
Arkadios Wealth Advisors
Georgia
$822K -$210K -2,971 -19%
MGWM
591
Marks Group Wealth Management
Minnesota
$819K +$18.2K +257 +2%
AWM
592
AE Wealth Management
Kansas
$812K +$14.8K +209 +2%
JWCA
593
J.W. Cole Advisors
Florida
$808K -$42.6K -602 -5%
HPM
594
Hudson Portfolio Management
New York
$808K +$868K +12,250 New
BCM
595
Bayesian Capital Management
New York
$805K +$864K +12,200 New
CCM
596
Coldstream Capital Management
Washington
$803K +$87.8K +1,240 +11%
BB
597
Busey Bank
Illinois
$798K -$198K -2,795 -19%
PC
598
Permanens Capital
New York
$797K +$856K +12,081 New
SMA
599
Sage Mountain Advisors
Georgia
$792K +$357K +5,034 +72%
SIG
600
Stonegate Investment Group
Alabama
$790K +$38.7K +547 +5%