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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
851
Dynamic Advisor Solutions
Arizona
$1.02M +$104K +290 +10%
BIM
852
Baldwin Investment Management
Pennsylvania
$1.02M -$181K -505 -13%
QCG
853
Quadrant Capital Group
Ohio
$1.02M +$142K +398 +14%
BP
854
Ballentine Partners
Massachusetts
$1M +$301K +840 +34%
FMAEN1
855
Fund Management at Engine No 1
California
$1M -$82.3K -230 -7%
DL
856
DOHJ LLC
Washington
$997K +$116K +324 +11%
RVPG
857
Relative Value Partners Group
$997K +$1.17M +3,266 New
VWM
858
Venturi Wealth Management
Texas
$990K +$290K +811 +33%
MFGM
859
Marshall Financial Group (Maryland)
Maryland
$988K -$21.8K -61 -2%
MS
860
Maven Securities
Jersey
$980K +$44.7K +125 +4%
Balyasny Asset Management
861
Balyasny Asset Management
Illinois
$972K -$58.2M -162,728 -98%
HT
862
Heritage Trust
Oklahoma
$967K +$3.22K +9 +0.3%
HWM
863
HB Wealth Management
Georgia
$967K +$135K +376 +13%
EF
864
Empowered Funds
Pennsylvania
$966K -$482K -1,348 -30%
OC
865
Oppenheimer & Co
New York
$959K +$20.8K +58 +2%
SC
866
Sepio Capital
Utah
$952K -$794K -2,219 -42%
FPCP
867
Fort Point Capital Partners
California
$950K +$41.1K +115 +4%
MA
868
Mezzasalma Advisors
New Jersey
$945K
FRA
869
Frank Rimerman Advisors
California
$940K +$2.5K +7 +0.2%
PWPS
870
Pinnacle Wealth Planning Services
Ohio
$936K +$21.1K +59 +2%
SIA
871
Schechter Investment Advisors
Michigan
$935K +$27.5K +77 +3%
S
872
Seeyond
France
$930K -$227K -635 -17%
HLOC
873
H.L. Ormond & Company
North Carolina
$930K +$112K +312 +11%
CCA
874
Checchi Capital Advisers
California
$929K -$68.3K -191 -6%
PWM
875
Perigon Wealth Management
California
$925K +$138K +385 +15%