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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
451
Beacon Pointe Advisors
California
$259K +$32.2K +1,196 +14%
SI
452
Severin Investments
Missouri
$258K -$21.8K -811 -8%
CWM
453
Cornerstone Wealth Management
Missouri
$257K +$511 +19 +0.2%
OWA
454
Outlook Wealth Advisors
Texas
$256K +$4.49K +167 +2%
HIP
455
HUB Investment Partners
Texas
$256K -$279K -10,354 -52%
MAM
456
Martingale Asset Management
Massachusetts
$254K -$2.2M -81,897 -90%
BP
457
Ballentine Partners
Massachusetts
$254K -$73.6K -2,735 -23%
IFU
458
iSAM Funds (UK)
United Kingdom
$247K -$432K -16,034 -64%
CAM
459
Cresset Asset Management
Illinois
$243K -$56.2K -2,089 -19%
TG
460
TCW Group
California
$243K +$240K +8,932 New
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$240K +$81 +3 +0%
ECM
462
Evergreen Capital Management
Washington
$239K -$167K -6,193 -41%
SOW
463
State of Wyoming
Wyoming
$239K +$87.1K +3,236 +58%
PA
464
Parallel Advisors
California
$237K +$11.2K +418 +5%
PFM
465
Patton Fund Management
Texas
$237K
HI
466
Horizon Investments
North Carolina
$236K +$7.37K +274 +3%
FCM
467
FJ Capital Management
Virginia
$235K
CCA
468
Childress Capital Advisors
Texas
$234K +$231K +8,599 New
PA
469
Profund Advisors
Maryland
$231K -$37.9K -1,410 -14%
MAS
470
Meeder Advisory Services
Ohio
$231K +$228K +8,486 New
GWP
471
Gateway Wealth Partners
Wisconsin
$229K +$26.9K +1,000 +13%
GEM
472
Global Endowment Management
North Carolina
$229K -$125K -4,648 -36%
PL
473
PeakShares LLC
Florida
$228K +$226K +8,402 New
Balyasny Asset Management
474
Balyasny Asset Management
Illinois
$228K +$226K +8,399 New
QCM
475
QRG Capital Management
Illinois
$228K -$237K -8,820 -51%