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Name Holding Trade Value Shares
Change
Change in
Stake
FC
201
FORA Capital
Florida
$690K +$776K +17,221 New
OWA
202
Outlook Wealth Advisors
Texas
$677K -$18.3K -407 -2%
WG
203
Winton Group
United Kingdom
$668K +$238K +5,278 +46%
HCP
204
Holt Capital Partners
Texas
$659K -$788K -17,475 -52%
MSRPS
205
Maryland State Retirement & Pension System
Maryland
$655K
US Bancorp
206
US Bancorp
Minnesota
$652K -$107K -2,375 -13%
Stifel Financial
207
Stifel Financial
Missouri
$642K +$17.6K +390 +2%
RIM
208
Redpoint Investment Management
Australia
$635K +$126K +2,800 +21%
E
209
Ergoteles
New York
$614K +$691K +15,339 New
CA
210
CoreCap Advisors
Michigan
$598K -$46.4K -1,029 -6%
WC
211
Winmill & Co
New Hampshire
$561K
UCFA
212
United Capital Financial Advisors
Texas
$558K -$81.7K -1,812 -12%
PA
213
Pinnacle Associates
New York
$550K -$8.88K -197 -1%
LMIM
214
Lockheed Martin Investment Management
Maryland
$549K -$104K -2,300 -14%
Creative Planning
215
Creative Planning
Kansas
$543K +$32.9K +729 +6%
PCM
216
Penserra Capital Management
California
$527K -$94.3K -2,093 -14%
SAM
217
Shell Asset Management
Netherlands
$525K -$41.8K -928 -7%
AAM
218
Azzad Asset Management
Virginia
$522K +$13.4K +298 +2%
IIM
219
INTECH Investment Management
Florida
$510K +$573K +12,724 New
FRM
220
Fox Run Management
Connecticut
$457K +$242K +5,380 +89%
Mariner
221
Mariner
Kansas
$445K +$4.06K +90 +0.8%
WANY
222
Wealthspire Advisors (New York)
New York
$444K
OPS
223
Orion Portfolio Solutions
Nebraska
$410K +$461K +10,236 New
SIA
224
Sit Investment Associates
Minnesota
$399K
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$398K +$8.88K +197 +2%