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Name Holding Trade Value Shares
Change
Change in
Stake
QCM
301
QRG Capital Management
Illinois
$10.2M +$663K +4,222 +8%
PC
302
Paradoxiom Capital
Connecticut
$10.1M +$8.98M +57,193 New
HCM
303
Hillman Capital Management
Maryland
$10.1M +$1.5M +9,565 +20%
Twin Tree Management
304
Twin Tree Management
Texas
$10M -$18.1M -115,123 -67%
LSAG
305
Lake Street Advisors Group
New Hampshire
$10M +$77.4K +493 +0.9%
CWM
306
CMH Wealth Management
New Hampshire
$9.94M +$3.67M +23,372 +71%
OFA
307
Oak Family Advisors
Illinois
$9.9M +$3.39M +21,576 +63%
KPWS
308
Kestra Private Wealth Services
Texas
$9.76M -$715K -4,558 -8%
Mackenzie Financial
309
Mackenzie Financial
Ontario, Canada
$9.71M -$23.2M -148,021 -73%
Financial Engines Advisors
310
Financial Engines Advisors
California
$9.65M +$1.63M +10,388 +24%
SFM
311
Soros Fund Management
New York
$9.53M +$4.13M +26,304 +96%
Jones Financial Companies
312
Jones Financial Companies
Missouri
$9.51M +$1.7M +10,808 +25%
IPAM
313
ICICI Prudential Asset Management
India
$9.48M
SI
314
Symmetry Investments
Jersey
$9.36M +$8.3M +52,873 New
WT
315
Washington Trust
Rhode Island
$9.31M -$521K -3,323 -6%
Vanguard Personalized Indexing Management
316
Vanguard Personalized Indexing Management
California
$9.21M +$2.01M +12,831 +33%
SCA
317
Stonebridge Capital Advisors
Minnesota
$9.2M +$1.98M +12,609 +32%
AG
318
AlTi Global
New York
$9.19M +$1.89M +12,037 +30%
CCM
319
Channing Capital Management
Illinois
$9.05M +$348K +2,216 +5%
RIA
320
RPG Investment Advisory
California
$9.04M -$796K -5,072 -9%
MHC
321
Meyer Handelman Company
New York
$8.98M -$710K -4,525 -8%
HCMT
322
Highland Capital Management (Tennessee)
Tennessee
$8.98M +$4.67M +29,778 +142%
PA
323
Pinnacle Associates
New York
$8.95M -$1.84M -11,721 -19%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$8.93M +$696K +4,436 +9%
AWS
325
Atria Wealth Solutions
New York
$8.9M -$1.48M -9,432 -16%