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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Premier Fund Managers
United Kingdom
$326K +$308K +7,000 New
KeyBank National Association
277
KeyBank National Association
Ohio
$323K +$304K +6,908 New
PI
278
PEAK6 Investments
Illinois
$319K +$10.4K +237 +4%
SCM
279
Shelton Capital Management
Colorado
$316K -$30K -682 -9%
TNBTD
280
Trustmark National Bank Trust Department
Mississippi
$315K +$220 +5 +0.1%
ACM
281
Aubrey Capital Management
United Kingdom
$312K – – –
HAG
282
HighPoint Advisor Group
Illinois
$297K +$12.7K +288 +5%
WBG
283
Wharton Business Group
Pennsylvania
$293K – – –
XT
284
XTX Topco
Cayman Islands
$280K +$263K +5,991 New
VA
285
Vident Advisory
Georgia
$277K +$260K +5,924 New
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$272K -$90.6K -2,060 -26%
IWA
287
Icon Wealth Advisors
Texas
$264K -$49.9K -1,136 -18%
FTWA
288
Fifth Third Wealth Advisors
Ohio
$255K +$239K +5,447 New
PWMAG
289
Pinnacle Wealth Management Advisory Group
New Jersey
$250K – – –
CSPIA
290
Cary Street Partners Investment Advisory
Virginia
$247K -$4K -91 -2%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$241K +$88 +2 +0%
GS
292
Gagnon Securities
New York
$241K +$1.27K +29 +0.6%
IA
293
Investor AB
Sweden
$234K – – –
SP
294
Successful Portfolios
Florida
$234K – – –
FT
295
Fiduciary Trust
Massachusetts
$232K +$218K +4,968 New
PA
296
Profund Advisors
Maryland
$219K -$48.3K -1,099 -19%
JIC
297
Joel Isaacson & Co
New York
$215K +$202K +4,600 New
WA
298
Wealth Alliance
New York
$211K +$199K +4,523 New
DWT
299
Dorsey & Whitney Trust
South Dakota
$211K +$199K +4,519 New
FCBT
300
First Citizens Bank & Trust
North Carolina
$209K +$197K +4,474 New