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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
576
Clarius Group LLC
Washington
$369K
B
577
Barings
North Carolina
$366K +$331K +10,035 New
AWA
578
Artemis Wealth Advisors
New York
$365K -$1.16M -35,138 -78%
CAM
579
Carret Asset Management
New York
$363K -$215K -6,500 -40%
BOTOTLSJU
580
Board of Trustees of The Leland Stanford Junior University
California
$363K -$48.5K -1,468 -13%
GT
581
Glenmede Trust
Pennsylvania
$358K -$65.9K -1,996 -17%
LS
582
Livforsakringsbolaget Skandia
Sweden
$358K -$19.8K -600 -6%
Los Angeles Capital Management
583
Los Angeles Capital Management
California
$356K
VWA
584
V Wealth Advisors
Kansas
$347K -$367K -11,130 -54%
LWM
585
Laidlaw Wealth Management
New York
$346K -$9.41K -285 -3%
ASN
586
Advisory Services Network
Georgia
$345K +$21.4K +648 +7%
LNC
587
Lincoln National Corp
Pennsylvania
$344K -$5.78K -175 -2%
BHBT
588
Burke & Herbert Bank & Trust
Virginia
$343K +$310K +9,400 New
MOS
589
MGO One Seven
Ohio
$341K +$54K +1,637 +21%
MCCP
590
Mission Creek Capital Partners
California
$339K +$306K +9,281 New
OL
591
Optas LLC
Texas
$337K +$4.26K +129 +1%
CA
592
Cetera Advisors
Colorado
$336K -$77.4K -2,345 -20%
SS
593
Simplicity Solutions
Minnesota
$335K +$303K +9,177 New
JPLA
594
Joseph P. Lucia & Associates
New York
$332K -$33K -1,000 -10%
CQS
595
Credential Qtrade Securities
$328K +$68K +2,060 +30%
OSAM
596
O'Shaughnessy Asset Management
Connecticut
$328K +$170K +5,139 +134%
LOAME
597
Lombard Odier Asset Management (Europe)
United Kingdom
$326K +$295K +8,924 New
CFA
598
Capstone Financial Advisors
Illinois
$325K
WDL
599
Well Done LLC
Michigan
$325K
IA
600
IFG Advisory
Georgia
$324K -$113K -3,426 -28%