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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Dakota Wealth Management
Florida
$420K +$957 +9 +0.2%
Vanguard Personalized Indexing Management
252
Vanguard Personalized Indexing Management
California
$417K -$74.1K -697 -15%
AWA
253
Aaron Wealth Advisors
Illinois
$414K +$423K +3,973 New
CS
254
Candriam SCA
Luxembourg
$414K -$572K -5,380 -58%
Capstone Investment Advisors
255
Capstone Investment Advisors
New York
$386K -$244K -2,291 -38%
ProShare Advisors
256
ProShare Advisors
Maryland
$383K +$21.7K +204 +6%
CCC
257
Chesapeake Capital Corp
Florida
$378K
JWM
258
JGP Wealth Management
Oregon
$376K
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$371K +$302K +2,841 +396%
1832 Asset Management
260
1832 Asset Management
Ontario, Canada
$365K
COI
261
Connable Office Inc
Michigan
$359K -$5K -47 -1%
EI
262
Ethic Inc
New York
$354K -$80.7K -759 -18%
KCP
263
Kera Capital Partners
California
$354K +$332K +3,118 New
AAM
264
Auxier Asset Management
Oregon
$352K
CCM
265
Coldstream Capital Management
Washington
$351K +$36.8K +346 +11%
FRM
266
Fox Run Management
Connecticut
$345K -$486K -4,574 -58%
URS
267
Utah Retirement Systems
Utah
$344K
BAAM
268
Baker Avenue Asset Management
California
$343K +$350K +3,288 New
BC
269
Bayforest Capital
United Kingdom
$342K -$381K -3,586 -52%
VCM
270
Versant Capital Management
Arizona
$335K +$310K +2,914 +978%
HP
271
Havemeyer Place
Connecticut
$331K +$338K +3,175 New
SC
272
Scotia Capital
Ontario, Canada
$326K +$332K +3,123 New
BCI
273
Brinker Capital Investments
Pennsylvania
$317K -$34.9K -328 -10%
CI
274
Corient IA
Florida
$313K
HNH
275
Hopwood Nicholas Hunter
$311K +$317K +2,980 New