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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
151
Insigneo Advisory Services
Florida
$423K -$103K -9,588 -17%
Creative Planning
152
Creative Planning
Kansas
$420K -$56K -5,226 -11%
DFCM
153
Dark Forest Capital Management
Puerto Rico
$414K +$258K +24,099 +140%
SOADOR
154
State of Alaska Department of Revenue
Alaska
$408K
AG
155
Algert Global
California
$407K +$435K +40,585 New
X
156
Xponance
Pennsylvania
$404K -$47.9K -4,471 -10%
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$400K +$10.8K +1,012 +3%
MG
158
Marex Group
$387K +$225K +21,046 +120%
Federated Hermes
159
Federated Hermes
Pennsylvania
$369K -$28.4K -2,652 -7%
XT
160
XTX Topco
Cayman Islands
$356K +$381K +35,563 New
Vanguard Personalized Indexing Management
161
Vanguard Personalized Indexing Management
California
$352K +$6.42K +599 +2%
BC
162
Burney Company
Virginia
$352K -$24.7K -2,309 -6%
DWM
163
Dynasty Wealth Management
Florida
$346K -$8.61K -804 -2%
SAM
164
Storebrand Asset Management
Norway
$343K -$698K -65,175 -66%
SWP
165
Stratos Wealth Partners
Ohio
$336K +$226K +21,105 +170%
Prudential Financial
166
Prudential Financial
New Jersey
$334K -$4.97K -464 -1%
XSC
167
X-Square Capital
Puerto Rico
$320K
BHA
168
Beech Hill Advisors
New York
$314K
USAA
169
United Services Automobile Association
Texas
$305K
SAM
170
Securian Asset Management
Minnesota
$291K -$19.8K -1,847 -6%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$279K -$62.2K -5,804 -17%
PCM
172
Prelude Capital Management
New York
$279K -$1.02M -95,362 -77%
MSRPS
173
Maryland State Retirement & Pension System
Maryland
$278K
DWT
174
Dorsey & Whitney Trust
South Dakota
$272K
CGH
175
Crossmark Global Holdings
Texas
$270K -$13.3K -1,244 -4%