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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
176
Beverly Hills Private Wealth
California
$532K -$644K -5,605 -52%
COI
177
Connable Office Inc
Michigan
$520K
HC
178
Henshaw Capital
Massachusetts
$510K +$218K +1,896 +60%
ProShare Advisors
179
ProShare Advisors
Maryland
$478K -$14.4K -125 -3%
VI
180
Versor Investments
New York
$475K +$541K +4,709 New
BC
181
Burney Company
Virginia
$468K -$7.81K -68 -1%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$433K +$81.6K +710 +20%
Voloridge Investment Management
183
Voloridge Investment Management
Florida
$430K +$490K +4,262 New
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$420K +$250K +2,175 +109%
KeyBank National Association
185
KeyBank National Association
Ohio
$400K
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$396K +$451K +3,926 New
ECM
187
Everence Capital Management
Indiana
$395K
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$378K -$56.2K -489 -12%
BCI
189
Brinker Capital Investments
Pennsylvania
$365K -$263K -2,288 -39%
OPS
190
Orion Portfolio Solutions
Nebraska
$365K -$263K -2,288 -39%
TCM
191
Teza Capital Management
Illinois
$361K +$411K +3,577 New
Creative Planning
192
Creative Planning
Kansas
$346K -$33.9K -295 -8%
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$342K +$390K +3,393 New
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$341K +$79.4K +691 +26%
I
195
InceptionR
California
$341K +$211K +1,839 +119%
HWP
196
Heritage Wealth Partners
Ohio
$340K
XT
197
XTX Topco
Cayman Islands
$339K +$386K +3,361 New
MML Investors Services
198
MML Investors Services
Massachusetts
$324K -$42.9K -373 -10%
CAM
199
Cresset Asset Management
Illinois
$323K +$43.5K +379 +13%
BFM
200
Boston Financial Management
Massachusetts
$322K