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Expensify

Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$240K +$254K +160,243 New
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$222K -$239K -150,762 -51%
BCM
28
Bridgeway Capital Management
Texas
$218K
Barclays
29
Barclays
United Kingdom
$203K +$14.4K +9,080 +7%
American Century Companies
30
American Century Companies
Missouri
$183K
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$163K +$37.8K +23,861 +28%
WANY
32
Wealthspire Advisors (New York)
New York
$160K +$63.4K +40,000 +60%
Bank of America
33
Bank of America
North Carolina
$143K -$17.6K -11,109 -10%
UBS Group
34
UBS Group
Switzerland
$139K +$41K +25,898 +39%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$127K +$32.4K +20,465 +32%
Nuveen
36
Nuveen
North Carolina
$117K
Wells Fargo
37
Wells Fargo
California
$106K +$41.6K +26,238 +60%
JP Morgan Chase
38
JP Morgan Chase
New York
$89.6K -$65.2K -41,117 -41%
Citigroup
39
Citigroup
New York
$87.3K +$89K +56,159 +3,333%
CCM
40
Coldstream Capital Management
Washington
$84.2K +$8.63K +5,445 +11%
Vontobel Holding
41
Vontobel Holding
Switzerland
$81.7K -$1.28K -808 -1%
Citadel Advisors
42
Citadel Advisors
Florida
$72.8K -$235K -148,431 -75%
Deutsche Bank
43
Deutsche Bank
Germany
$71.5K -$84.4K -53,265 -53%
HF
44
HRT Financial
New York
$68K +$71.6K +45,148 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$64.6K -$20.4K -12,887 -23%
DTL
46
Dynamic Technology Lab
Singapore
$64K -$110K -69,115 -62%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$61.2K
PCM
48
Prelude Capital Management
New York
$55K
WN
49
Williams & Novak
California
$52.8K +$6.97K +4,400 +14%
PWA
50
Pitcairn Wealth Advisors
Pennsylvania
$49.8K +$52.3K +33,000 New