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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
176
Vanguard Personalized Indexing Management
California
$479K +$121K +736 +34%
OWM
177
Orgel Wealth Management
Wisconsin
$475K
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$474K
CF
179
Centaurus Financial
California
$455K
NRD
180
Nebula Research & Development
New York
$455K +$453K +2,743 New
KPWS
181
Kestra Private Wealth Services
Texas
$449K -$8.25K -50 -2%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$447K -$788K -4,777 -64%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$442K +$44.2K +268 +11%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$433K +$431K +2,614 New
SPIA
185
Steward Partners Investment Advisory
New York
$433K +$165 +1 +0%
EGM
186
Engineers Gate Manager
New York
$430K -$52.1K -316 -11%
DAS
187
Diversify Advisory Services
Utah
$429K +$429K +2,601 New
RhumbLine Advisers
188
RhumbLine Advisers
Massachusetts
$426K +$11.9K +72 +3%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$409K -$184K -1,114 -31%
TRCT
190
Tower Research Capital (TRC)
New York
$405K +$325K +1,969 +417%
DSC
191
Duncker Streett & Co
Missouri
$397K +$278K +1,686 +239%
SEI Investments
192
SEI Investments
Pennsylvania
$394K -$30.9K -187 -7%
KCM
193
Kornitzer Capital Management
Kansas
$393K
Mariner
194
Mariner
Kansas
$390K +$19.8K +120 +5%
Cerity Partners
195
Cerity Partners
New York
$385K +$44.2K +268 +13%
FTDI
196
First Trust Direct Indexing
Massachusetts
$384K -$27.1K -164 -7%
YMRC
197
Yorktown Management & Research Company
Virginia
$381K
TIM
198
Thompson Investment Management
Wisconsin
$381K
APWM
199
Argonautica Private Wealth Management
Massachusetts
$380K -$44.9K -272 -11%
SAM
200
Shell Asset Management
Netherlands
$378K -$360K -2,179 -47%