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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
526
Mayflower Financial Advisors
Massachusetts
$267K +$261 +10 +0.1%
WSC
527
Wellington Shields & Co
New York
$267K -$302K -11,600 -55%
C
528
Cliffwater
California
$267K – – –
LIA
529
Limestone Investment Advisors
New York
$265K +$249K +9,530 New
Bank Julius Baer & Co
530
Bank Julius Baer & Co
Switzerland
$264K -$70.4K -2,699 -22%
UCFA
531
United Capital Financial Advisors
Texas
$264K -$108K -4,157 -30%
YMRC
532
Yorktown Management & Research Company
Virginia
$262K -$20.9K -800 -8%
SPIA
533
Steward Partners Investment Advisory
New York
$257K -$112K -4,309 -32%
VWM
534
Venturi Wealth Management
Texas
$253K +$38.4K +1,471 +19%
Caisse de Depot et Placement du Quebec (CDPQ)
535
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$249K -$25.4M -975,949 -99%
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$248K -$144K -5,513 -38%
LWAM
537
Legacy Wealth Asset Management
Minnesota
$247K -$6.47K -248 -3%
RA
538
Range Advisory
Virginia
$246K -$27.9K -1,070 -11%
SAM
539
Storebrand Asset Management
Norway
$245K -$161K -6,159 -41%
CG
540
Caprock Group
Idaho
$245K -$133K -5,095 -37%
TG
541
TCW Group
California
$241K +$965 +37 +0.4%
GC
542
Granville Capital
North Carolina
$238K – – –
AG
543
AlTi Global
New York
$237K – – –
1IA
544
1620 Investment Advisors
Massachusetts
$236K +$83.7K +3,208 +61%
RGC
545
Roberts, Glore & Co
Illinois
$232K +$218K +8,345 New
FRA
546
Frank Rimerman Advisors
California
$230K +$215K +8,263 New
TFA
547
Trinity Financial Advisors
Ohio
$227K +$213K +8,158 New
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$224K +$116K +4,462 +124%
RSWM
549
Robertson Stephens Wealth Management
California
$224K +$210K +8,055 New
SAM
550
Secure Asset Management
Michigan
$224K -$15K -577 -7%