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Name Holding Trade Value Shares
Change
Change in
Stake
SOW
401
State of Wyoming
Wyoming
$282K -$124K -1,393 -32%
FC
402
Forte Capital
New York
$280K -$77.9K -875 -23%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$280K -$7.04K -79 -3%
WT
404
Washington Trust
Rhode Island
$280K – – –
WPP
405
Whalerock Point Partners
Rhode Island
$280K – – –
DC
406
Diametric Capital
Massachusetts
$279K +$24K +270 +10%
AWS
407
Atria Wealth Solutions
New York
$278K +$20.6K +231 +8%
PCM
408
Princeton Capital Management
New Jersey
$278K – – –
BL
409
Balentine LLC
Georgia
$274K -$10.6K -119 -4%
Optiver Holding
410
Optiver Holding
Netherlands
$273K – – –
HI
411
Harrington Investments
California
$270K – – –
WA
412
Wealthstream Advisors
New York
$265K +$17.5K +196 +7%
SC
413
Savant Capital
Illinois
$260K -$6.95K -78 -3%
VI
414
Vestcor Inc
New Brunswick, Canada
$260K – – –
OTPPB
415
Ontario Teachers' Pension Plan Board
Ontario, Canada
$260K -$495K -5,555 -67%
CWM
416
Congress Wealth Management
Massachusetts
$260K +$248K +2,789 New
PS
417
Principal Securities
Iowa
$259K +$40K +449 +19%
RCA
418
Resonant Capital Advisors
Wisconsin
$259K – – –
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$251K +$59K +662 +33%
GRP
420
Global Retirement Partners
California
$251K +$173K +1,938 +257%
IC
421
IEQ Capital
California
$249K +$238K +2,667 New
Vontobel Holding
422
Vontobel Holding
Switzerland
$246K +$234K +2,630 New
SLAM
423
Swiss Life Asset Management
$244K +$233K +2,615 New
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$231K +$10.7K +120 +5%
CC
425
Callan Capital
California
$224K +$214K +2,403 New