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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$405K -$19.3K -469 -5%
Neuberger Berman Group
227
Neuberger Berman Group
New York
$403K +$92K +2,234 +29%
Lido Advisors
228
Lido Advisors
California
$401K +$29.1K +706 +8%
SLAM
229
Swiss Life Asset Management
$388K +$390K +9,485 New
MOACM
230
Mutual of America Capital Management
New York
$387K +$6.3K +153 +2%
FPF
231
First Pacific Financial
Washington
$383K -$177K -4,293 -31%
SFA
232
Sequoia Financial Advisors
Ohio
$379K +$9.59K +233 +3%
TC
233
TwinBeech Capital
New York
$372K -$383K -9,307 -51%
EC
234
EntryPoint Capital
New York
$364K – – –
DADC
235
D.A. Davidson & Co
Montana
$363K -$41K -997 -10%
DO
236
denkapparat Operations
Germany
$362K – – –
SFS
237
Sowell Financial Services
Arkansas
$361K -$118K -2,875 -25%
X
238
Xponance
Pennsylvania
$361K +$29.5K +716 +9%
LNWTC
239
Laird Norton Wetherby Trust Company
Washington
$352K -$2.31K -56 -0.6%
Holocene Advisors
240
Holocene Advisors
New York
$349K +$351K +8,521 New
KAS
241
Kestra Advisory Services
Texas
$346K -$15.8K -384 -4%
FMTC
242
Farmers & Merchants Trust Company
California
$342K – – –
HWM
243
HB Wealth Management
Georgia
$340K +$342K +8,311 New
AFA
244
Avant Financial Advisors
Texas
$331K – – –
AC
245
AlphaCore Capital
California
$328K -$22.9K -556 -6%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$320K – – –
VWM
247
Venturi Wealth Management
Texas
$320K +$10.4K +253 +3%
CMF
248
Counterpoint Mutual Funds
California
$318K +$320K +7,780 New
MM
249
MQS Management
New York
$314K +$315K +7,664 New
VAM
250
Verity Asset Management
North Carolina
$313K +$315K +7,653 New