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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
201
Lido Advisors
California
$504K +$2.06K +18 +0.4%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$486K -$18.6K -163 -4%
FCBT
203
First Citizens Bank & Trust
North Carolina
$480K +$470K +4,108 New
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$471K +$462K +4,036 New
II
205
Inspire Investing
Idaho
$469K +$15.4K +135 +3%
CIM
206
CIM Investment Management
Pennsylvania
$465K
CP
207
Camelot Portfolios
Ohio
$459K -$62.3K -545 -12%
PIM
208
Profit Investment Management
Maryland
$448K -$1.38M -12,085 -76%
Vanguard Personalized Indexing Management
209
Vanguard Personalized Indexing Management
California
$433K +$1.14K +10 +0.3%
JG
210
Jain Global
New York
$424K +$415K +3,632 New
Neuberger Berman Group
211
Neuberger Berman Group
New York
$422K -$15K -131 -3%
SLAM
212
Swiss Life Asset Management
$419K +$192K +1,679 +88%
ET
213
Entropy Technologies
New York
$419K -$240K -2,097 -37%
DTL
214
Dynamic Technology Lab
Singapore
$411K +$403K +3,520 New
CI
215
Corient IA
Florida
$409K
RS
216
R Squared
Hong Kong
$408K +$121K +1,061 +44%
FGP
217
Freestone Grove Partners
California
$397K +$389K +3,405 New
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$386K +$1.6K +14 +0.4%
VC
219
VarCov Co
Connecticut
$385K +$378K +3,301 New
GCP
220
GSA Capital Partners
United Kingdom
$384K +$94.9K +830 +34%
BF
221
Brucke Financial
Indiana
$368K -$50.8K -444 -12%
FT
222
Fiduciary Trust
Massachusetts
$352K -$5.15K -45 -1%
SAM
223
Securian Asset Management
Minnesota
$350K -$11.4K -100 -3%
SGI
224
Summit Global Investments
Utah
$342K -$6.63K -58 -2%
CWM
225
CIBC World Markets
New York
$325K +$319K +2,787 New