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Name Holding Trade Value Shares
Change
Change in
Stake
SPA
526
Sherbrooke Park Advisers
New York
$1.28M -$102K -423 -7%
BPA
527
Beacon Pointe Advisors
California
$1.28M +$7.95K +33 +0.6%
GEM
528
Global Endowment Management
North Carolina
$1.27M +$256K +1,062 +23%
MAM
529
Maytree Asset Management
Hong Kong
$1.26M +$1.35M +5,620 New
LCM
530
Legato Capital Management
California
$1.26M +$198K +823 +17%
OM
531
OV Management
Minnesota
$1.24M +$12.8K +53 +1%
CWM
532
Circle Wealth Management
New Jersey
$1.24M +$358K +1,485 +37%
MC
533
Maverick Capital
Texas
$1.21M +$1.3M +5,392 New
EF
534
Empowered Funds
Pennsylvania
$1.18M -$408K -1,695 -24%
SMH
535
Sanders Morris Harris
Texas
$1.17M
KIA
536
Knollwood Investment Advisory
Maryland
$1.16M +$219K +910 +21%
VA
537
Vident Advisory
Georgia
$1.16M +$354K +1,470 +39%
Northwestern Mutual Wealth Management
538
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$234K +970 +24%
KWM
539
Kingsview Wealth Management
Oregon
$1.13M +$19K +79 +2%
RJT
540
Raymond James Trust
Florida
$1.11M +$139K +577 +13%
DWM
541
Dynasty Wealth Management
Florida
$1.11M +$93.9K +390 +9%
BCPE
542
Bain Capital Public Equity
Massachusetts
$1.11M -$3.03M -12,590 -72%
PCS
543
Personal CFO Solutions
New Jersey
$1.1M -$63.1K -262 -5%
AWM
544
Avitas Wealth Management
California
$1.09M -$2.41K -10 -0.2%
MC
545
Montag & Caldwell
Georgia
$1.08M
DT
546
Diversified Trust
Tennessee
$1.08M +$11.3K +47 +1%
NG
547
Norden Group
Utah
$1.07M -$251K -1,044 -18%
BBHC
548
Brown Brothers Harriman & Co
New York
$1.07M +$244K +1,013 +27%
SC
549
Sepio Capital
Utah
$1.07M +$50.1K +208 +5%
OC
550
Oppenheimer & Co
New York
$1.07M +$405K +1,684 +55%