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Name Holding Trade Value Shares
Change
Change in
Stake
SLI
251
Sumitomo Life Insurance
Japan
$810K +$3.76K +11 +0.4%
Creative Planning
252
Creative Planning
Kansas
$810K +$43.1K +126 +5%
Vanguard Personalized Indexing Management
253
Vanguard Personalized Indexing Management
California
$792K +$101K +294 +13%
HW
254
Hancock Whitney
Mississippi
$781K +$400K +1,169 +87%
CW
255
CreativeOne Wealth
Kansas
$770K -$89.3K -261 -10%
USAA
256
United Services Automobile Association
Texas
$768K +$834K +2,439 New
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$767K -$500K -1,461 -37%
MOS
258
MGO One Seven
Ohio
$762K +$158K +462 +23%
EMAM
259
Encompass More Asset Management
California
$762K +$840K +2,455 New
AWA
260
Arkadios Wealth Advisors
Georgia
$756K -$84.5K -247 -9%
D.E. Shaw & Co
261
D.E. Shaw & Co
New York
$747K -$57.1M -166,896 -99%
DT
262
Diversified Trust
Tennessee
$747K -$4.45K -13 -0.5%
CA
263
CoreCap Advisors
Michigan
$741K +$799K +2,335 +4,578%
SO
264
STRS Ohio
Ohio
$740K -$61.2K -179 -7%
TSS
265
Two Sigma Securities
New York
$730K +$804K +2,350 New
VA
266
Vident Advisory
Georgia
$728K +$37.6K +110 +5%
JIC
267
Joel Isaacson & Co
New York
$720K +$200K +585 +34%
CGIM
268
Capital Group Investment Management
Singapore
$691K +$761K +2,224 New
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$689K -$28K -82 -3%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$674K +$153K +448 +26%
M&T Bank
271
M&T Bank
New York
$661K +$152K +443 +26%
CRC
272
Curi RMB Capital
Illinois
$650K +$172K +502 +32%
AWAU
273
Alliance Wealth Advisors (Utah)
Utah
$646K +$712K +2,081 New
AWS
274
Atria Wealth Solutions
New York
$630K -$120K -350 -15%
N
275
Numerai
California
$629K -$261K -762 -27%