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Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
576
Fisher Asset Management
Washington
$207K +$206K +836 New
MWM
577
Minot Wealth Management
Massachusetts
$206K +$206K +835 New
CIA
578
CSat Investment Advisory
Michigan
$204K +$20.2K +82 +11%
IMRF
579
Illinois Municipal Retirement Fund
Illinois
$204K +$204K +827 New
TI
580
Tidal Investments
Wisconsin
$204K +$204K +827 New
TMAM
581
Tokio Marine Asset Management
Japan
$204K +$204K +827 New
CG
582
Caprock Group
Idaho
$203K -$172K -699 -46%
RJT
583
Raymond James Trust
Florida
$202K +$201K +817 New
QCG
584
Quadrant Capital Group
Ohio
$201K -$28.6K -116 -12%
BWP
585
Baldwin Wealth Partners
Massachusetts
$198K – – –
GWM
586
Geneos Wealth Management
Colorado
$188K -$21K -85 -10%
LWA
587
Lenox Wealth Advisors
New York
$185K +$5.42K +22 +3%
NSIM
588
North Star Investment Management
Illinois
$173K – – –
RE
589
RBC Europe
United Kingdom
$171K +$7.64K +31 +5%
EI
590
Ellevest Inc
New York
$168K +$138K +558 +454%
VFA
591
Valeo Financial Advisors
Indiana
$164K -$92K -373 -36%
ST
592
Smithfield Trust
Pennsylvania
$163K – – –
AA
593
Ancora Advisors
Ohio
$148K – – –
HWA
594
HHM Wealth Advisors
Tennessee
$148K – – –
BAM
595
Belpointe Asset Management
Nevada
$138K -$1.85M -7,518 -93%
RFA
596
Reilly Financial Advisors
California
$138K – – –
CAPTRUST Financial Advisors
597
CAPTRUST Financial Advisors
North Carolina
$133K +$23.2K +94 +22%
PCM
598
Penserra Capital Management
California
$131K +$87.3K +354 +197%
Fifth Third Bancorp
599
Fifth Third Bancorp
Ohio
$127K +$740 +3 +0.6%
CLOS
600
Compagnie Lombard Odier SCmA
Switzerland
$124K -$191K -775 -61%