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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
576
Sequoia Financial Advisors
Ohio
$660K +$6.03K +26 +0.9%
Mercer Global Advisors
577
Mercer Global Advisors
Colorado
$657K +$176K +759 +33%
AG
578
Ascent Group
Virginia
$654K +$8.35K +36 +1%
OWM
579
Opes Wealth Management
California
$654K +$1.16K +5 +0.2%
CFSG
580
Community Financial Services Group
Vermont
$653K +$704K +3,038 New
OIS
581
Okabena Investment Services
Minnesota
$653K -$437K -1,883 -38%
LB
582
Legacy Bridge
Iowa
$648K – – –
Thrivent Financial for Lutherans
583
Thrivent Financial for Lutherans
Minnesota
$645K +$184K +792 +36%
MAS
584
Meeder Advisory Services
Ohio
$644K -$147K -636 -18%
FMAEN1
585
Fund Management at Engine No 1
California
$633K +$61.5K +265 +10%
RWS
586
Resolute Wealth Strategies
Mississippi
$631K – – –
MYIA
587
Mount Yale Investment Advisors
Colorado
$631K – – –
SIC
588
SFE Investment Counsel
California
$623K -$19.7K -85 -3%
EWA
589
EP Wealth Advisors
California
$619K -$150M -646,832 -100%
AP
590
Appleton Partners
Massachusetts
$618K -$42.9K -185 -6%
CB
591
Commerce Bank
Missouri
$615K -$11.8K -51 -2%
CBA
592
Coastal Bridge Advisors
Connecticut
$615K – – –
TAMH
593
Taikang Asset Management (HK)
Hong Kong
$610K -$643K -2,775 -49%
KA
594
Kozak & Associates
Colorado
$607K -$61.9K -267 -9%
OP
595
ORG Partners
Indiana
$606K +$45K +194 +7%
MC
596
Montag & Caldwell
Georgia
$600K +$648K +2,793 New
BMCM
597
Bryn Mawr Capital Management
Pennsylvania
$599K +$20.9K +90 +3%
BAM
598
Blueshift Asset Management
New Jersey
$593K +$402K +1,733 +169%
ECM
599
Exchange Capital Management
Michigan
$588K -$6.26K -27 -1%
MS
600
Maven Securities
Jersey
$588K -$774K -3,337 -55%