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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$496K -$7.58K -73 -1%
XT
202
XTX Topco
Cayman Islands
$492K +$497K +4,787 New
SAM
203
Securian Asset Management
Minnesota
$465K -$10.4K -100 -2%
Prudential Financial
204
Prudential Financial
New Jersey
$464K -$1.13M -10,897 -71%
CPWA
205
Cerro Pacific Wealth Advisors
California
$463K +$200K +1,929 +75%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$448K +$5.81K +56 +1%
CGH
207
Crossmark Global Holdings
Texas
$448K +$32.1K +309 +8%
JIC
208
Joel Isaacson & Co
New York
$411K
MSRPS
209
Maryland State Retirement & Pension System
Maryland
$400K
Asset Management One
210
Asset Management One
Japan
$395K -$14K -135 -3%
MCM
211
MAI Capital Management
Ohio
$395K +$6.33K +61 +2%
SSA
212
Schonfeld Strategic Advisors
New York
$394K -$619K -5,964 -61%
SC
213
Steph & Co
Wisconsin
$381K
KAS
214
Kestra Advisory Services
Texas
$381K -$18K -173 -4%
TF
215
Tompkins Financial
New York
$354K
RAM
216
Roanoke Asset Management
New Jersey
$353K
RJFSA
217
Raymond James Financial Services Advisors
Florida
$350K -$19.5K -188 -5%
ACM
218
Acrisure Capital Management
Texas
$348K -$58.7K -565 -14%
Vanguard Personalized Indexing Management
219
Vanguard Personalized Indexing Management
California
$342K -$86.2K -830 -20%
BCI
220
Brinker Capital Investments
Pennsylvania
$341K -$8.82K -85 -2%
OPS
221
Orion Portfolio Solutions
Nebraska
$341K +$345K +3,321 New
Mariner
222
Mariner
Kansas
$341K +$17.7K +170 +5%
BFEC
223
Benjamin F. Edwards & Company
Missouri
$340K
EI
224
Ethic Inc
New York
$337K +$340K +3,279 New
TIM
225
Tevis Investment Management
Texas
$334K +$27.4K +264 +9%