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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
401
Forum Financial Management
Illinois
$180K – – –
SIA
402
Sit Investment Associates
Minnesota
$175K -$26.1K -425 -12%
FNBOO
403
First National Bank of Omaha
Nebraska
$173K – – –
MCM
404
MAI Capital Management
Ohio
$173K +$66.5K +1,084 +51%
SFI
405
Siemens Fonds Invest
Germany
$172K – – –
IF
406
IRON Financial
Illinois
$172K +$29.9K +488 +18%
SC
407
Savant Capital
Illinois
$169K -$24.7K -403 -11%
SWA
408
ShankerValleau Wealth Advisors
Illinois
$169K – – –
IWA
409
Icon Wealth Advisors
Texas
$169K +$193K +3,149 New
OPS
410
Orion Portfolio Solutions
Nebraska
$168K +$192K +3,126 New
DZ Bank
411
DZ Bank
Germany
$167K – – –
LIM
412
Leavell Investment Management
Alabama
$166K – – –
RP
413
Riverbridge Partners
Minnesota
$164K – – –
LIM
414
Longfellow Investment Management
Massachusetts
$162K – – –
WAAG
415
Wealth Alliance Advisory Group
Kansas
$158K +$54.6K +891 +43%
FMAEN1
416
Fund Management at Engine No 1
California
$155K -$9.01K -147 -5%
CIA
417
Choate Investment Advisors
Massachusetts
$155K – – –
MG
418
Mather Group
Illinois
$155K +$15.9K +259 +10%
TCM
419
Triumph Capital Management
Colorado
$154K -$150K -2,447 -46%
VCP
420
Verus Capital Partners
Arizona
$154K -$31.5K -513 -15%
MC
421
Moors & Cabot
Massachusetts
$154K – – –
Renaissance Technologies
422
Renaissance Technologies
New York
$152K -$15.9M -259,792 -99%
MNBTD
423
Moody National Bank Trust Division
Texas
$152K – – –
Wellington Management Group
424
Wellington Management Group
Massachusetts
$152K +$4.91K +80 +3%
TFS
425
Thoroughbred Financial Services
Tennessee
$148K -$30.5K -498 -15%