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Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
201
Central Pacific Bank - Trust Division
Hawaii
$322K
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$311K +$52.7K +715 +20%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$297K +$306K +4,147 New
SGI
204
Summit Global Investments
Utah
$284K +$53.5K +725 +22%
SFI
205
SPC Financial Inc
Maryland
$282K
ECM
206
Evergreen Capital Management
Washington
$281K -$516 -7 -0.2%
AIP
207
Ameritas Investment Partners
Nebraska
$281K
ORG
208
Optimist Retirement Group
Washington
$278K +$22.3K +302 +8%
EH
209
Equitable Holdings
New York
$261K +$269K +3,653 New
ECM
210
Everence Capital Management
Indiana
$258K
GCM
211
Gallacher Capital Management
Colorado
$247K +$254K +3,448 New
DO
212
denkapparat Operations
Germany
$239K +$38.6K +524 +19%
MP
213
McDonald Partners
Ohio
$236K +$664 +9 +0.3%
TCM
214
Teza Capital Management
Illinois
$229K -$77K -1,044 -25%
OF
215
Optimize Financial
California
$227K -$10.2K -138 -4%
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$226K +$233K +3,157 New
X
217
Xponance
Pennsylvania
$224K -$59.8K -811 -21%
HWAM
218
Hennion & Walsh Asset Management
New Jersey
$224K +$148 +2 +0.1%
WT
219
Whittier Trust
California
$221K
YMRC
220
Yorktown Management & Research Company
Virginia
$218K +$225K +3,050 New
RWM
221
Ritholtz Wealth Management
New York
$217K -$73.3K -994 -25%
Lido Advisors
222
Lido Advisors
California
$215K -$5.01K -68 -2%
FCBT
223
First Citizens Bank & Trust
North Carolina
$213K +$220K +2,979 New
KWM
224
Kingsview Wealth Management
Oregon
$212K
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$209K +$215K +2,920 New