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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
501
Mercer Global Advisors
Colorado
$1.23M -$676K -2,974 -34%
FFA
502
Farther Finance Advisors
California
$1.23M +$365K +1,606 +39%
Harris Associates
503
Harris Associates
Illinois
$1.23M -$197K -869 -13%
AG
504
Ascent Group
Virginia
$1.22M +$30K +132 +2%
JRPIM
505
Journey Retirement Planning & Investment Management
Idaho
$1.22M +$1.29M +5,696 New
YIA
506
YHB Investment Advisors
Connecticut
$1.22M -$39.5K -174 -3%
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.22M
LFAS
508
Level Four Advisory Services
Texas
$1.21M -$27K -119 -2%
AG
509
AIA Group
Hong Kong
$1.2M -$808K -3,558 -39%
FC
510
Farringdon Capital
United Kingdom
$1.2M +$991K +4,363 +360%
APC
511
Aspire Private Capital
North Carolina
$1.19M +$16.1K +71 +1%
NA
512
NewEdge Advisors
Louisiana
$1.18M -$586K -2,580 -32%
BL
513
Balentine LLC
Georgia
$1.17M +$741K +3,261 +148%
EWA
514
EP Wealth Advisors
California
$1.15M +$1.22M +5,356 New
SMTF
515
Sphera Management Technology Funds
Israel
$1.14M -$386K -1,700 -24%
DT
516
Diversified Trust
Tennessee
$1.13M -$101K -445 -8%
LSA
517
Leonteq Securities AG
Switzerland
$1.12M +$708K +3,115 +147%
KIA
518
Knollwood Investment Advisory
Maryland
$1.12M
NAM
519
Nexpoint Asset Management
Texas
$1.12M +$775K +3,412 +192%
TWC
520
TD Waterhouse Canada
Ontario, Canada
$1.11M +$175K +772 +18%
RIM
521
Redwood Investment Management
Arizona
$1.1M +$1.16M +5,101 New
APW
522
Austin Private Wealth
Texas
$1.09M -$123K -543 -10%
AssetMark Inc
523
AssetMark Inc
California
$1.09M +$305K +1,342 +36%
CL
524
CSS LLC
Illinois
$1.08M +$959K +4,220 +534%
RAM
525
Robinhood Asset Management
California
$1.07M +$1.14M +5,002 New