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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
$5.11M +$2.52M +6,182 +98%
RCW
602
Rheos Capital Works
Japan
$5.09M – – –
ATPW
603
Ashton Thomas Private Wealth
Arizona
$5.08M +$320K +786 +7%
GL
604
GHE LLC
Tennessee
$5.08M +$198K +485 +4%
SFI
605
Susquehanna Fundamental Investments
Pennsylvania
$5M – – –
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$4.99M +$1.32M +3,235 +36%
FCM
607
Fortis Capital Management
Washington
$4.97M +$68.4K +168 +1%
RS
608
Robeco Schweiz
Switzerland
$4.97M -$1.15M -2,831 -19%
Cetera Investment Advisers
609
Cetera Investment Advisers
Illinois
$4.96M +$167K +410 +4%
MGWM
610
Marks Group Wealth Management
Minnesota
$4.95M +$423K +1,039 +9%
BCM
611
Bancreek Capital Management
California
$4.88M +$1.91M +4,684 +65%
NRS
612
Neville Rodie & Shaw
New York
$4.87M -$102K -250 -2%
CHAM
613
Clear Harbor Asset Management
Connecticut
$4.87M -$1.22M -3,000 -20%
PMAM
614
Picton Mahoney Asset Management
Ontario, Canada
$4.85M +$4.82M +11,830 New
CFG
615
Citizens Financial Group
Rhode Island
$4.85M +$351K +863 +8%
SAM
616
Sompo Asset Management
Japan
$4.84M +$649K +1,593 +16%
FIM
617
Freedom Investment Management
Connecticut
$4.78M +$1.08M +2,646 +29%
CT
618
Coastline Trust
Rhode Island
$4.75M -$16.3K -40 -0.3%
BCV
619
Banque Cantonale Vaudoise
Switzerland
$4.74M +$411K +1,010 +10%
NFAM
620
North Fourth Asset Management
New Jersey
$4.74M -$9.75M -23,934 -67%
CS
621
Cannell & Spears
New York
$4.69M +$4.2M +10,321 +919%
SG Americas Securities
622
SG Americas Securities
New York
$4.69M -$5.03M -12,338 -52%
VLKIM
623
Van Lanschot Kempen Investment Management
Netherlands
$4.69M +$3.64M +8,944 +361%
VAS
624
Vestmark Advisory Solutions
Massachusetts
$4.67M +$2.6M +6,390 +128%
CCP
625
Corient Capital Partners
California
$4.59M +$1.38M +3,398 +44%