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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
ALPS Advisors
Colorado
$6.08M +$796K +1,884 +14%
CIA
602
Concurrent Investment Advisors
Florida
$6.05M +$196K +463 +3%
Luther King Capital Management (LKCM)
603
Luther King Capital Management (LKCM)
Texas
$6M -$977K -2,314 -14%
CGPCS
604
Capital Group Private Client Services
California
$5.91M -$1.05M -2,487 -15%
LCS
605
Levin Capital Strategies
New York
$5.91M -$311K -736 -5%
VA
606
Vident Advisory
Georgia
$5.89M -$766K -1,813 -11%
BPCE
607
Bank Pictet & Cie (Europe)
Germany
$5.88M -$140K -332 -2%
AMI
608
Amica Mutual Insurance
Rhode Island
$5.87M -$273K -646 -4%
LTAS
609
Linden Thomas Advisory Services
North Carolina
$5.85M +$84.9K +201 +1%
GXJ
610
Global X Japan
Japan
$5.78M -$926K -2,193 -13%
TP
611
TenCore Partners
New York
$5.78M +$5.99M +14,190 New
BCM
612
Birch Capital Management
Texas
$5.75M +$53.2K +126 +0.9%
TIM
613
Thornburg Investment Management
New Mexico
$5.74M +$3.61M +8,556 +154%
GT
614
Glenview Trust
Kentucky
$5.72M -$5.78M -13,688 -49%
FFA
615
Farther Finance Advisors
California
$5.71M -$172K -407 -3%
MA
616
Mudita Advisors
United Kingdom
$5.7M – – –
MWA
617
Meridian Wealth Advisors
Texas
$5.7M +$139K +329 +2%
ZAM
618
Zevin Asset Management
Massachusetts
$5.69M -$499K -1,181 -8%
ISWM
619
Intesa Sanpaolo Wealth Management
$5.66M +$849K +2,011 +17%
KAS
620
Kestra Advisory Services
Texas
$5.61M +$719K +1,702 +14%
JFG
621
Jefferies Financial Group
New York
$5.59M +$4.95M +11,730 +591%
HA
622
Harbor Advisors
Florida
$5.57M – – –
SI
623
Sava Infond
Slovenia
$5.54M +$2.87M +6,798 +100%
AG
624
AIA Group
Hong Kong
$5.51M +$551K +1,305 +11%
ALMGDA
625
AG2R La Mondiale Gestion d'Actifs
France
$5.49M +$403K +955 +8%