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Name Holding Trade Value Shares
Change
Change in
Stake
EI
226
Ellevest Inc
New York
$380K +$13.8K +114 +4%
LCGC
227
Legacy Capital Group California
California
$377K +$32.6K +270 +9%
URS
228
Utah Retirement Systems
Utah
$367K
GWMR
229
GC Wealth Management RIA
Massachusetts
$362K +$363K +3,001 New
BMCM
230
Burns Matteson Capital Management
New York
$355K +$6.17K +51 +2%
I
231
InceptionR
California
$348K +$349K +2,887 New
PAM
232
Panagora Asset Management
Massachusetts
$339K
IFU
233
iSAM Funds (UK)
United Kingdom
$336K +$338K +2,791 New
MNBTD
234
Moody National Bank Trust Division
Texas
$326K +$4.72K +39 +1%
Sumitomo Mitsui Trust Group
235
Sumitomo Mitsui Trust Group
Japan
$325K +$9.79K +81 +3%
MSRPS
236
Maryland State Retirement & Pension System
Maryland
$319K
GC
237
Guggenheim Capital
Illinois
$315K -$26.1K -216 -8%
WJWM
238
Williams Jones Wealth Management
New York
$315K -$40.3K -333 -11%
CC
239
Corton Capital
Ontario, Canada
$313K +$47.8K +395 +18%
CCM
240
Coldstream Capital Management
Washington
$306K -$2.42K -20 -0.8%
NRD
241
Nebula Research & Development
New York
$306K +$307K +2,539 New
BFM
242
Boothbay Fund Management
New York
$306K -$37.5K -310 -11%
ProShare Advisors
243
ProShare Advisors
Maryland
$305K +$12.8K +106 +4%
NA
244
NewEdge Advisors
Louisiana
$296K -$605 -5 -0.2%
MCM
245
Manchester Capital Management
Vermont
$290K
ASN
246
Advisory Services Network
Georgia
$290K +$261K +2,159 New
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$289K -$9.43K -78 -3%
STA
248
Summit Trail Advisors
New York
$287K +$287K +2,377 New
Jacobs Levy Equity Management
249
Jacobs Levy Equity Management
New Jersey
$283K
VA
250
Vident Advisory
Georgia
$281K -$216K -1,790 -43%