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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
326
Lake Street Private Wealth
Illinois
$599K -$19.7K -400 -3%
BPA
327
Beacon Pointe Advisors
California
$598K +$14.5K +296 +2%
NMIMC
328
Northwestern Mutual Investment Management Company
Wisconsin
$596K -$55.5K -1,129 -7%
USAA
329
United Services Automobile Association
Texas
$587K – – –
KRSITF
330
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$575K +$32.8K +668 +5%
PMG
331
ProVise Management Group
Florida
$574K – – –
EI
332
Ethic Inc
New York
$569K +$93.7K +1,906 +16%
Alyeska Investment Group
333
Alyeska Investment Group
Illinois
$565K +$692K +14,075 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$544K -$385K -7,837 -37%
MSA
335
Marino Stram & Associates
Massachusetts
$542K -$32.6K -664 -5%
GAM
336
Gotham Asset Management
New York
$533K -$555K -11,298 -46%
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$521K +$635K +12,926 +26,380%
William Blair & Company
338
William Blair & Company
Illinois
$508K +$57.9K +1,179 +10%
GG
339
Gofen & Glossberg
Illinois
$506K -$13.1K -267 -2%
AWS
340
Atria Wealth Solutions
New York
$506K +$9.68K +197 +2%
AssetMark Inc
341
AssetMark Inc
California
$500K +$206K +4,189 +51%
ISL
342
Ingalls & Snyder LLC
New York
$494K -$28K -570 -4%
BOH
343
Bank of Hawaii
Hawaii
$488K +$30.2K +615 +5%
NW
344
Naviter Wealth
Arkansas
$483K +$337K +6,863 +137%
DC
345
Davenport & Co
Virginia
$479K +$10.7K +217 +2%
PCM
346
Penserra Capital Management
California
$478K -$75.7K -1,541 -11%
IAA
347
Independent Advisor Alliance
North Carolina
$475K -$10.6K -216 -2%
GT
348
Greenleaf Trust
Michigan
$475K +$4.62K +94 +0.8%
CP
349
Camelot Portfolios
Ohio
$465K -$76.2K -1,550 -12%
AAS
350
Avantax Advisory Services
Texas
$462K -$47.7K -971 -8%