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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
501
Plato Investment Management
Australia
$380K
AO
502
Advisor OS
Illinois
$377K +$376K +4,615 New
EWA
503
EverSource Wealth Advisors
Alabama
$377K +$117K +1,437 +45%
DDC
504
DF Dent & Co
Maryland
$375K
LOPW
505
Live Oak Private Wealth
North Carolina
$374K
MSE
506
MUFG Securities EMEA
United Kingdom
$372K +$314K +3,850 +546%
FWA
507
FSM Wealth Advisors
Ohio
$371K +$8.73K +107 +2%
First Eagle Investment Management
508
First Eagle Investment Management
New York
$368K -$7.34K -90 -2%
HFO
509
Heritage Family Offices
Arizona
$365K +$365K +4,473 New
SC
510
Scotia Capital
Ontario, Canada
$353K +$353K +4,324 New
WWM
511
Whalen Wealth Management
Nevada
$351K +$46.4K +569 +15%
DCM
512
DGS Capital Management
New Jersey
$342K +$341K +4,186 New
PA
513
Profund Advisors
Maryland
$341K +$18.4K +225 +6%
SPIA
514
Steward Partners Investment Advisory
New York
$341K +$70.5K +864 +26%
American Century Companies
515
American Century Companies
Missouri
$339K -$257K -3,147 -43%
Empower Advisory Group
516
Empower Advisory Group
Colorado
$337K +$1.88K +23 +0.6%
BOTPPF
517
Board of the Pension Protection Fund
United Kingdom
$335K -$1.42M -17,400 -81%
BCM
518
Brookstone Capital Management
Illinois
$334K +$1.3K +16 +0.4%
ACP
519
Arcus Capital Partners
Georgia
$334K
MGIA
520
Moneta Group Investment Advisors
Missouri
$333K -$6.69K -82 -2%
AA
521
Auxano Advisors
Washington
$331K +$82 +1 +0%
WPC
522
Wedmont Private Capital
Pennsylvania
$331K +$21.1K +259 +7%
IC
523
Inscription Capital
Texas
$329K +$75.1K +920 +30%
CIA
524
Cladis Investment Advisory
Montana
$327K
HWM
525
HB Wealth Management
Georgia
$326K +$66.6K +816 +26%