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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$413K +$367K +3,269 New
STA
327
Summit Trail Advisors
New York
$412K +$366K +3,266 New
KBC Group
328
KBC Group
Belgium
$406K -$203K -1,809 -36%
CG
329
Cynosure Group
Utah
$399K +$30.3K +270 +9%
SP
330
Stablepoint Partners
Massachusetts
$395K -$72.4K -645 -17%
DnB Asset Management
331
DnB Asset Management
Norway
$392K +$15K +134 +5%
SAM
332
Shell Asset Management
Netherlands
$388K -$61.7K -550 -15%
SLAM
333
Swiss Life Asset Management
$386K +$343K +3,055 New
Vontobel Holding
334
Vontobel Holding
Switzerland
$384K -$76.1K -678 -18%
Nisa Investment Advisors
335
Nisa Investment Advisors
Missouri
$383K -$6.84K -61 -2%
PS
336
Principal Securities
Iowa
$383K +$36.8K +328 +12%
ECM
337
Everence Capital Management
Indiana
$380K
SAM
338
Silvercrest Asset Management
New York
$377K -$121K -1,076 -26%
ACA
339
Anchor Capital Advisors
Massachusetts
$369K -$22.4K -200 -6%
RAM
340
Readystate Asset Management
Illinois
$360K +$320K +2,849 New
PI
341
PFG Investments
New York
$358K -$13.6K -121 -4%
WJWM
342
Williams Jones Wealth Management
New York
$357K +$65.1K +580 +26%
Corient Private Wealth
343
Corient Private Wealth
Florida
$356K +$105K +935 +50%
MYAM
344
Meiji Yasuda Asset Management
Japan
$355K
OQS
345
Occudo Quantitative Strategies
Florida
$353K +$313K +2,794 New
GCM
346
Gables Capital Management
Florida
$350K -$39.3K -350 -11%
NEI
347
Northwest & Ethical Investments
Ontario, Canada
$344K +$303K +2,700 New
LCM
348
Legato Capital Management
California
$332K
PMFA
349
Plante Moran Financial Advisors
Michigan
$332K
WAM
350
Wolverine Asset Management
Illinois
$330K +$168K +1,496 +134%