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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
451
Vanguard Personalized Indexing Management
California
$594K +$349K +2,399 +126%
PA
452
Profund Advisors
Maryland
$593K -$32K -220 -5%
IA
453
IndexIQ Advisors
New York
$593K +$79K +543 +14%
SIA
454
SeaBridge Investment Advisors
New Jersey
$583K +$65K +447 +12%
BCA
455
Bay Colony Advisors
Massachusetts
$581K +$612K +4,212 New
CCP
456
Corient Capital Partners
California
$580K +$88.6K +609 +17%
PAG
457
Private Advisor Group
New Jersey
$572K +$66.9K +460 +12%
DBT
458
Dubuque Bank & Trust
Iowa
$570K +$11.8K +81 +2%
TCM
459
Tuttle Capital Management
Connecticut
$569K +$600K +4,127 New
BPCE
460
Bank Pictet & Cie (Europe)
Germany
$565K – – –
LIA
461
LS Investment Advisors
Michigan
$563K -$149K -1,024 -20%
SWM
462
Strategic Wealth Management
Washington
$562K +$593K +4,076 New
Walleye Trading
463
Walleye Trading
New York
$559K +$590K +4,056 New
BRWA
464
B. Riley Wealth Advisors
Florida
$547K +$153K +1,050 +36%
GA
465
Geller Advisors
New York
$547K +$517K +3,552 +854%
RFC
466
Regions Financial Corp
Alabama
$545K -$11.3K -78 -2%
ACM
467
Azimuth Capital Management
Michigan
$545K -$7.27K -50 -1%
BFS
468
Bradley Foster & Sargent
Connecticut
$542K – – –
NIM
469
NuWave Investment Management
New Jersey
$541K +$571K +3,925 New
SP
470
Symmetry Partners
Connecticut
$535K -$146K -1,007 -21%
Creative Planning
471
Creative Planning
Kansas
$535K +$50K +344 +10%
William Blair & Company
472
William Blair & Company
Illinois
$531K +$142K +977 +34%
CIM
473
CIM Investment Management
Pennsylvania
$530K -$19.8K -136 -3%
W
474
WealthStone
Ohio
$530K +$8.58K +59 +2%
AIP
475
Ameritas Investment Partners
Nebraska
$515K -$27.9K -192 -5%