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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
526
Bank Julius Baer & Co
Switzerland
$264K -$70.4K -2,699 -22%
UCFA
527
United Capital Financial Advisors
Texas
$264K -$108K -4,157 -30%
YMRC
528
Yorktown Management & Research Company
Virginia
$262K -$20.9K -800 -8%
SPIA
529
Steward Partners Investment Advisory
New York
$257K -$112K -4,309 -32%
VWM
530
Venturi Wealth Management
Texas
$253K +$38.4K +1,471 +19%
Caisse de Depot et Placement du Quebec (CDPQ)
531
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$249K -$25.4M -975,949 -99%
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$248K -$144K -5,513 -38%
LWAM
533
Legacy Wealth Asset Management
Minnesota
$247K -$6.47K -248 -3%
SAM
534
Storebrand Asset Management
Norway
$245K -$161K -6,159 -41%
CG
535
Caprock Group
Idaho
$245K -$133K -5,095 -37%
TG
536
TCW Group
California
$241K +$965 +37 +0.4%
GC
537
Granville Capital
North Carolina
$238K
AG
538
AlTi Global
New York
$237K
1IA
539
1620 Investment Advisors
Massachusetts
$236K +$83.7K +3,208 +61%
RGC
540
Roberts, Glore & Co
Illinois
$232K +$218K +8,345 New
FRA
541
Frank Rimerman Advisors
California
$230K +$215K +8,263 New
TFA
542
Trinity Financial Advisors
Ohio
$227K +$213K +8,158 New
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$224K +$116K +4,462 +124%
RSWM
544
Robertson Stephens Wealth Management
California
$224K +$210K +8,055 New
SAM
545
Secure Asset Management
Michigan
$224K -$15K -577 -7%
NG
546
Norden Group
Utah
$223K -$19K -730 -8%
BP
547
Ballentine Partners
Massachusetts
$223K +$4.88K +187 +2%
VT
548
Vise Technologies
New York
$220K +$40.6K +1,556 +24%
CCP
549
Caden Capital Partners
California
$218K
AWM
550
Aries Wealth Management
Maine
$214K