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Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.39M +$1.71M +46,454 +67%
MNA
27
Manning & Napier Advisors
New York
$4.27M -$66.2K -1,801 -2%
ACM
28
Arosa Capital Management
Florida
$4.17M +$4.04M +110,000 New
Corient Private Wealth
29
Corient Private Wealth
Florida
$4.14M +$3.46M +94,060 +178%
UCFA
30
United Capital Financial Advisors
Texas
$4.09M +$3.69M +100,538 +1,388%
LPL Financial
31
LPL Financial
California
$4.08M +$305K +8,291 +8%
Mariner
32
Mariner
Kansas
$4.05M +$488K +13,295 +14%
State Street
33
State Street
Massachusetts
$3.83M -$3.99M -108,600 -52%
QCM
34
QRG Capital Management
Illinois
$3.73M +$676K +18,404 +23%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$3.52M +$2.8M +76,171 +457%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$3.4M +$134K +3,639 +4%
BCI
37
Brinker Capital Investments
Pennsylvania
$3.17M +$155K +4,210 +5%
RLH
38
RD Lewis Holdings
Florida
$3.12M +$160K +4,360 +6%
Vanguard Personalized Indexing Management
39
Vanguard Personalized Indexing Management
California
$3.04M -$64.1K -1,745 -2%
CFO
40
Callan Family Office
Pennsylvania
$3M +$1.01M +27,431 +53%
LWP
41
LFG Wealth Partners
Kentucky
$2.98M +$2.88M +78,414 New
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$2.92M +$2.83M +77,031 New
CGH
43
Crossmark Global Holdings
Texas
$2.82M -$531K -14,459 -16%
MA
44
MONECO Advisors
Connecticut
$2.82M +$2.73M +74,348 New
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$2.73M +$2.64M +71,900 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.35M +$379K +10,314 +20%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.13M -$919K -25,019 -31%
AAM
48
Advisors Asset Management
Colorado
$1.99M -$382K -10,385 -17%
HPG
49
Harvest Portfolios Group
Ontario, Canada
$1.94M -$54.8K -1,491 -3%
HFS
50
Hantz Financial Services
Michigan
$1.81M -$334K -9,094 -16%