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Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
201
Principal Financial Group
Iowa
$698K -$83.7K -2,894 -17%
CC
202
Cipher Capital
New York
$687K +$117K +4,061 +41%
AP
203
AtonRa Partners
Switzerland
$680K -$126K -4,347 -24%
IFG
204
Independent Financial Group
California
$668K +$3.41K +118 +0.9%
AG
205
AlTi Global
New York
$661K +$389K +13,454 New
OAM
206
Oppenheimer Asset Management
New York
$639K -$362K -12,536 -49%
GCP
207
GSA Capital Partners
United Kingdom
$636K -$964K -33,331 -72%
Corient Private Wealth
208
Corient Private Wealth
Florida
$620K +$365K +12,627 New
URS
209
Utah Retirement Systems
Utah
$614K -$362K -12,530 -50%
SCM
210
Shelton Capital Management
Colorado
$601K
WLIM
211
White Lighthouse Investment Management
Massachusetts
$591K +$348K +12,035 New
CCA
212
Cravens & Co Advisors
Tennessee
$586K -$1.1K -38 -0.3%
BJL
213
Brighton Jones LLC
Washington
$578K -$405 -14 -0.1%
OIM
214
Oder Investment Management
California
$569K -$168K -5,810 -33%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$566K +$333K +11,508 New
YCG
216
Yeomans Consulting Group
Georgia
$542K +$319K +11,020 New
TWC
217
TD Waterhouse Canada
Ontario, Canada
$535K -$29.4K -1,017 -9%
FAM
218
Fred Alger Management
New York
$531K +$313K +10,812 New
PCMC
219
Paragon Capital Management (Colorado)
Colorado
$529K
Creative Planning
220
Creative Planning
Kansas
$511K -$509K -17,623 -63%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$511K -$121K -4,191 -29%
EP
222
Edgestream Partners
New Jersey
$508K -$719K -24,877 -71%
OA
223
Oracle Alpha
Ontario, Canada
$504K +$297K +10,261 New
GI
224
GAMCO Investors
Connecticut
$491K
CA
225
Cetera Advisors
Colorado
$473K +$278K +9,626 New