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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
251
Pathstone Family Office
New Jersey
$830K -$1.36M -8,864 -64%
MYIA
252
Mount Yale Investment Advisors
Colorado
$826K +$45.5K +296 +6%
SCA
253
Snowden Capital Advisors
New York
$822K +$10.9K +71 +1%
NSEDCP
254
NJ State Employees Deferred Compensation Plan
New Jersey
$813K
BRWA
255
B. Riley Wealth Advisors
Florida
$808K +$62.7K +408 +9%
D.E. Shaw & Co
256
D.E. Shaw & Co
New York
$806K -$138K -900 -15%
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$802K -$331K -2,150 -30%
Vanguard Personalized Indexing Management
258
Vanguard Personalized Indexing Management
California
$800K +$164K +1,066 +28%
WB
259
WesBanco Bank
West Virginia
$798K -$135K -876 -15%
FNBOH
260
First National Bank of Hutchinson
Kansas
$771K +$330K +2,145 +83%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$756K -$47.4K -308 -6%
GC
262
Guggenheim Capital
Illinois
$742K -$133K -868 -16%
Robeco Institutional Asset Management
263
Robeco Institutional Asset Management
Netherlands
$726K +$122K +792 +22%
SAM
264
Securian Asset Management
Minnesota
$712K
DADC
265
D.A. Davidson & Co
Montana
$701K
CCM
266
Coldstream Capital Management
Washington
$687K +$923 +6 +0.1%
Creative Planning
267
Creative Planning
Kansas
$679K +$228K +1,485 +55%
CGH
268
Crossmark Global Holdings
Texas
$677K +$38.9K +253 +6%
BCM
269
Bayesian Capital Management
New York
$659K +$270K +1,755 +76%
FFG
270
Fortem Financial Group
California
$655K -$21.1K -137 -3%
AssetMark Inc
271
AssetMark Inc
California
$652K +$82.3K +535 +15%
ASN
272
Advisory Services Network
Georgia
$651K +$76K +494 +14%
XT
273
XTX Topco
Cayman Islands
$645K +$365K +2,377 +149%
DCM
274
Dupont Capital Management
Delaware
$634K -$2.8M -18,184 -82%
DI
275
Diligent Investors
California
$634K -$7.69K -50 -1%