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Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$403K +$92K +2,234 +29%
Lido Advisors
227
Lido Advisors
California
$401K +$29.1K +706 +8%
SLAM
228
Swiss Life Asset Management
$388K +$390K +9,485 New
MOACM
229
Mutual of America Capital Management
New York
$387K +$6.3K +153 +2%
FPF
230
First Pacific Financial
Washington
$383K -$177K -4,293 -31%
SFA
231
Sequoia Financial Advisors
Ohio
$379K +$9.59K +233 +3%
TC
232
TwinBeech Capital
New York
$372K -$383K -9,307 -51%
EC
233
EntryPoint Capital
New York
$364K
DADC
234
D.A. Davidson & Co
Montana
$363K -$41K -997 -10%
DO
235
denkapparat Operations
Germany
$362K
SFS
236
Sowell Financial Services
Arkansas
$361K -$118K -2,875 -25%
X
237
Xponance
Pennsylvania
$361K +$29.5K +716 +9%
LNWTC
238
Laird Norton Wetherby Trust Company
Washington
$352K -$2.31K -56 -0.6%
Holocene Advisors
239
Holocene Advisors
New York
$349K +$351K +8,521 New
KAS
240
Kestra Advisory Services
Texas
$346K -$15.8K -384 -4%
FMTC
241
Farmers & Merchants Trust Company
California
$342K
HWM
242
HB Wealth Management
Georgia
$340K +$342K +8,311 New
AFA
243
Avant Financial Advisors
Texas
$331K
AC
244
AlphaCore Capital
California
$328K -$22.9K -556 -6%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$320K
VWM
246
Venturi Wealth Management
Texas
$320K +$10.4K +253 +3%
CMF
247
Counterpoint Mutual Funds
California
$318K +$320K +7,780 New
MM
248
MQS Management
New York
$314K +$315K +7,664 New
VAM
249
Verity Asset Management
North Carolina
$313K +$315K +7,653 New
AIP
250
Ameritas Investment Partners
Nebraska
$312K +$36.6K +889 +13%