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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
601
IEQ Capital
California
$401K +$22.9K +148 +6%
CGL
602
Clarius Group LLC
Washington
$399K +$13.8K +89 +4%
BAM
603
Bruderman Asset Management
New York
$398K +$30.6K +198 +9%
CG
604
Caprock Group
Idaho
$398K +$109K +703 +40%
B
605
Barings
North Carolina
$396K +$11.4K +74 +3%
ECM
606
Estabrook Capital Management
New York
$390K +$10.8K +70 +3%
ECM
607
Everence Capital Management
Indiana
$382K -$411K -2,660 -53%
CWP
608
Concord Wealth Partners
Virginia
$382K +$231K +1,495 +171%
BAM
609
Belpointe Asset Management
Nevada
$379K -$59.8K -387 -14%
WA
610
WealthTrust Axiom
Pennsylvania
$379K -$5.72K -37 -2%
PG
611
Pendal Group
Australia
$379K +$363K +2,350 New
NHC
612
Nicholas Hoffman & Company
Georgia
$378K – – –
OIA
613
OneDigital Investment Advisors
Kansas
$371K +$356K +2,301 New
AWE
614
Avidian Wealth Enterprises
Texas
$371K +$356K +2,302 New
HH
615
Hilltop Holdings
Texas
$369K +$4.95K +32 +1%
CCA
616
Checchi Capital Advisers
California
$368K +$14.7K +95 +4%
PWPS
617
Pinnacle Wealth Planning Services
Ohio
$366K +$67.7K +438 +24%
IAN
618
Integrated Advisors Network
Texas
$362K +$35.1K +227 +11%
OTPPB
619
Ontario Teachers' Pension Plan Board
Ontario, Canada
$361K -$223K -1,442 -39%
BMC
620
Beaton Management Company
Massachusetts
$360K – – –
EN1L
621
Engine No 1 LLC
California
$360K +$71.1K +460 +26%
CS
622
Comerica Securities
Michigan
$358K +$2.47K +16 +0.7%
CA
623
Claris Advisors
Missouri
$358K +$343K +2,220 New
MGIA
624
Moneta Group Investment Advisors
Missouri
$356K -$29.5K -191 -8%
S
625
SimplyRich
California
$355K – – –
23 24
25
26 27