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Name Holding Trade Value Shares
Change
Change in
Stake
FMAEN1
976
Fund Management at Engine No 1
California
$755K +$792K +4,004 New
KTC
977
Kistler-Tiffany Companies
Pennsylvania
$751K +$11.7K +59 +2%
NIMI
978
Natixis Investment Managers International
France
$750K +$664K +3,359 +539%
SCM
979
Seascape Capital Management
New Hampshire
$749K +$11.5K +58 +1%
CA
980
Continuum Advisory
Idaho
$747K +$111K +562 +15%
ECM
981
Element Capital Management
New York
$744K +$779K +3,943 New
DF
982
Donoghue Forlines
Massachusetts
$743K -$818K -4,137 -51%
PBC
983
Pavion Blue Capital
California
$743K
VFA
984
Valeo Financial Advisors
Indiana
$743K +$263K +1,332 +51%
RCIM
985
Red Cedar Investment Management
Michigan
$742K
PA
986
Perennial Advisors
New York
$739K -$19.8K -100 -2%
SWM
987
SeaCrest Wealth Management
New York
$738K -$473K -2,395 -38%
VWM
988
Venturi Wealth Management
Texas
$735K -$52.6K -266 -6%
GT
989
Glenview Trust
Kentucky
$734K +$3.36K +17 +0.4%
PAM
990
Pegasus Asset Management
New York
$733K
TCM
991
Teza Capital Management
Illinois
$730K +$302K +1,530 +65%
CWP
992
Curated Wealth Partners
California
$722K
SIM
993
Sentry Investment Management
Wisconsin
$720K -$129K -652 -15%
VPI
994
Value Partners Investments
Manitoba, Canada
$717K +$98.2K +497 +15%
LSA
995
Leonteq Securities AG
Switzerland
$715K -$59.1K -299 -7%
RSC
996
Red Spruce Capital
Pennsylvania
$705K +$66.8K +338 +10%
SAM
997
Strategy Asset Managers
California
$702K +$736K +3,723 New
DT
998
Diversified Trust
Tennessee
$701K -$105K -529 -12%
BL
999
Balentine LLC
Georgia
$694K +$234K +1,186 +48%
GWM
1000
Geneos Wealth Management
Colorado
$687K +$86.6K +438 +14%