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Name Holding Trade Value Shares
Change
Change in
Stake
CP
226
Camelot Portfolios
Ohio
$615K -$16.6K -927 -2%
SLAM
227
Swiss Life Asset Management
$589K +$49.6K +2,772 +9%
BHC
228
Bull Harbor Capital
Maryland
$588K -$51.6K -2,887 -8%
MT
229
Midwest Trust
Kansas
$585K +$715 +40 +0.1%
SCM
230
Sterling Capital Management
North Carolina
$574K +$405K +22,648 +192%
GCP
231
GSA Capital Partners
United Kingdom
$561K +$299K +16,750 +99%
KF
232
Krilogy Financial
Missouri
$559K -$25.1K -1,403 -4%
ADL
233
Asset Dedication LLC
California
$555K +$89.5K +5,006 +18%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$553K -$21K -1,177 -3%
FAP
235
Financial Advisory Partners
Florida
$545K -$28.6K -1,600 -5%
STA
236
Smith Thornton Advisors
Alabama
$544K
CGH
237
Crossmark Global Holdings
Texas
$543K -$1.65K -92 -0.3%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$539K -$101K -5,623 -15%
IGAM
239
iA Global Asset Management
Quebec, Canada
$517K +$554K +31,013 New
Truist Financial
240
Truist Financial
North Carolina
$513K -$164K -9,194 -23%
JSSH
241
J. Safra Sarasin Holding
$513K +$549K +30,720 New
HWM
242
HB Wealth Management
Georgia
$512K +$25.5K +1,428 +5%
RCM
243
Radnor Capital Management
Pennsylvania
$494K
HSBC Holdings
244
HSBC Holdings
United Kingdom
$492K +$37.9K +2,121 +8%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$486K +$66.9K +3,744 +15%
NG
246
Norden Group
Utah
$480K -$10.6K -592 -2%
NFA
247
Northern Financial Advisors
Michigan
$479K +$82.5K +4,618 +19%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$473K -$405K -22,656 -44%
CIAM
249
Caitong International Asset Management
Hong Kong
$471K +$320K +17,923 +173%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$470K -$89.4K -5,000 -15%