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Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$716K -$4.61K -138 -0.5%
Daiwa Securities Group
102
Daiwa Securities Group
Japan
$706K +$265K +7,951 +40%
ASRS
103
Arizona State Retirement System
Arizona
$692K +$39.4K +1,179 +5%
Corient Private Wealth
104
Corient Private Wealth
Florida
$684K +$10.3K +308 +1%
N
105
Natixis
France
$677K -$503K -15,080 -36%
Creative Planning
106
Creative Planning
Kansas
$675K -$79.1K -2,371 -8%
FFG
107
Fortem Financial Group
California
$671K +$388K +11,617 +79%
AWM
108
Axxcess Wealth Management
California
$638K
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$638K +$701 +21 +0.1%
IC
110
IEQ Capital
California
$615K
VOYA Investment Management
111
VOYA Investment Management
Georgia
$613K +$26.2K +784 +3%
EP
112
Edgestream Partners
New Jersey
$597K +$436K +13,054 +126%
NFSG
113
Newbridge Financial Services Group
Florida
$571K +$78K +2,336 +12%
EWM
114
Empirical Wealth Management
Washington
$555K +$92.9K +2,783 +15%
PRC
115
Pearl River Capital
Michigan
$545K +$713K +21,346 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$540K -$631K -18,900 -47%
FFM
117
Forum Financial Management
Illinois
$531K +$65.3K +1,957 +10%
Rafferty Asset Management
118
Rafferty Asset Management
New York
$516K -$10.5K -316 -2%
TCWM
119
Total Clarity Wealth Management
Illinois
$513K +$161K +4,825 +32%
BEI
120
Benjamin Edwards Inc
Missouri
$499K +$320K +9,600 +96%
1WA
121
180 Wealth Advisors
Washington
$483K +$78.8K +2,360 +14%
HAM
122
Hedges Asset Management
Nevada
$477K -$835 -25 -0.1%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$464K -$100K -3,010 -14%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$463K +$606K +18,153 New
LGF
125
LGT Group Foundation
Liechtenstein
$450K +$608K +18,200 New