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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
326
Forum Financial Management
Illinois
$319K
CCC
327
Chesapeake Capital Corp
Florida
$309K +$307K +3,794 New
Lido Advisors
328
Lido Advisors
California
$308K +$8.19K +101 +3%
William Blair & Company
329
William Blair & Company
Illinois
$300K +$8.1K +100 +3%
HAIM
330
Hunter Associates Investment Management
Pennsylvania
$298K +$296K +3,650 New
FMI
331
F/M Investments
District of Columbia
$297K +$296K +3,647 New
OC
332
Oarsman Capital
Wisconsin
$290K
USCWA
333
U.S. Capital Wealth Advisors
Texas
$282K +$280K +3,461 New
VA
334
Vident Advisory
Georgia
$276K +$4.7K +58 +2%
BP
335
Ballentine Partners
Massachusetts
$272K -$9.24K -114 -3%
SO
336
STRS Ohio
Ohio
$272K -$961K -11,859 -78%
PA
337
Profund Advisors
Maryland
$262K -$3.97K -49 -1%
MYAM
338
Meiji Yasuda Asset Management
Japan
$261K -$14.6K -180 -5%
AWM
339
Apollon Wealth Management
South Carolina
$255K -$12.6K -155 -5%
AWM
340
Accel Wealth Management
Iowa
$248K +$4.21K +52 +2%
EWA
341
EverSource Wealth Advisors
Alabama
$241K -$1.05K -13 -0.4%
OA
342
Operose Advisors
Wisconsin
$227K
PE
343
Point72 Europe
United Kingdom
$227K +$226K +2,794 New
GI
344
GAMMA Investing
California
$226K -$17.7K -219 -7%
M&T Bank
345
M&T Bank
New York
$222K -$76.4K -943 -26%
CL
346
Choreo LLC
Illinois
$222K -$46.1K -569 -17%
KFGK
347
Keystone Financial Group (Kentucky)
Kentucky
$220K -$12.2K -150 -5%
PCM
348
Prelude Capital Management
New York
$219K +$218K +2,689 New
PAS
349
Parsonex Advisory Services
Colorado
$217K +$1.05K +13 +0.5%
Vontobel Holding
350
Vontobel Holding
Switzerland
$216K -$17.8K -220 -8%