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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
451
RWA Wealth Partners
Massachusetts
$177M +$3.89M +20,846 +3%
WSFS
452
Wilmington Savings Fund Society
Delaware
$177M -$2.73M -14,623 -2%
TI
453
Tidal Investments
Wisconsin
$177M +$12.5M +66,948 +9%
LMIM
454
Lockheed Martin Investment Management
Maryland
$177M +$10.5M +56,391 +7%
PCM
455
Penserra Capital Management
California
$175M +$18.4M +98,434 +13%
ASN
456
Advisory Services Network
Georgia
$175M +$2.49M +13,355 +2%
SAM
457
Securian Asset Management
Minnesota
$175M -$4.87M -26,129 -3%
BCI
458
Brinker Capital Investments
Pennsylvania
$174M +$15.1M +80,816 +11%
OPS
459
Orion Portfolio Solutions
Nebraska
$174M +$15.1M +80,816 +11%
LFG
460
Lazard Frères Gestion
France
$174M +$76.3M +409,134 +94%
PCIA
461
Prime Capital Investment Advisors
Kansas
$174M -$26.5M -142,296 -15%
BFO
462
Biltmore Family Office
North Carolina
$173M -$3.07M -16,489 -2%
JSW
463
Journey Strategic Wealth
New Jersey
$172M +$2.23M +11,933 +1%
BG
464
Bahl & Gaynor
Ohio
$172M -$3.32M -17,802 -2%
PA
465
Parallel Advisors
California
$172M +$6.85M +36,731 +5%
MIH
466
Meitav Investment House
Israel
$172M +$105M +563,553 +225%
SAM
467
Silvercrest Asset Management
New York
$171M -$1.78M -9,524 -1%
BPWM
468
Badgley Phelps Wealth Managers
Washington
$171M +$151M +811,189 +229,799%
CFG
469
Citizens Financial Group
Rhode Island
$170M +$55.5M +297,667 +58%
ECM
470
ExodusPoint Capital Management
New York
$169M +$80.8M +433,414 +117%
MGP
471
Metis Global Partners
California
$169M -$1.7M -9,137 -1%
SI
472
Stephens Inc
Arkansas
$168M +$1.48M +7,911 +1%
CA
473
Cullinan Associates
Kentucky
$167M +$6.37M +34,184 +4%
SW
474
SteelPeak Wealth
California
$167M -$12.3M -66,011 -8%
CA
475
Cornerstone Advisors
North Carolina
$166M -$4.14M -22,200 -3%