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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
151
Summit Financial Strategies
Ohio
$337K – – –
SEI Investments
152
SEI Investments
Pennsylvania
$337K +$314K +4,892 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$334K -$105K -1,639 -25%
Guggenheim Capital
154
Guggenheim Capital
Illinois
$327K -$118K -1,839 -28%
ProShare Advisors
155
ProShare Advisors
Maryland
$326K +$18.4K +287 +6%
VI
156
Versor Investments
New York
$326K +$304K +4,733 New
VCA
157
Verdence Capital Advisors
Maryland
$324K -$24.2K -377 -7%
Pacer Advisors
158
Pacer Advisors
Pennsylvania
$317K +$295K +4,600 New
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$311K -$168K -2,623 -37%
Atria Wealth Solutions
160
Atria Wealth Solutions
New York
$306K +$1.16K +18 +0.4%
Tidal Investments
161
Tidal Investments
Wisconsin
$298K -$120K -1,863 -30%
Avantax Advisory Services
162
Avantax Advisory Services
Texas
$294K +$274K +4,271 New
Raymond James Financial Services Advisors
163
Raymond James Financial Services Advisors
Florida
$280K +$261K +4,066 New
Stifel Financial
164
Stifel Financial
Missouri
$279K -$368K -5,725 -59%
RBC
165
Romano Brothers & Co
Illinois
$279K – – –
Capstone Investment Advisors
166
Capstone Investment Advisors
New York
$279K +$260K +4,044 New
HSBC Holdings
167
HSBC Holdings
United Kingdom
$271K -$127K -1,977 -34%
Xponance
168
Xponance
Pennsylvania
$257K -$14.1K -220 -6%
Vanguard Personalized Indexing Management
169
Vanguard Personalized Indexing Management
California
$253K +$514 +8 +0.2%
DTL
170
Dynamic Technology Lab
Singapore
$249K +$232K +3,620 New
Osaic Holdings
171
Osaic Holdings
Arizona
$229K -$899 -14 -0.4%
MPM
172
Meritage Portfolio Management
Kansas
$224K +$209K +3,250 New
Federated Hermes
173
Federated Hermes
Pennsylvania
$221K -$21.3K -332 -9%
State of Alaska Department of Revenue
174
State of Alaska Department of Revenue
Alaska
$221K -$20.2K -314 -9%
FC
175
FORA Capital
Florida
$217K +$202K +3,148 New