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Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
301
AQR Capital Management
Connecticut
$738K -$203K -5,636 -21%
PIM
302
Provident Investment Management
Michigan
$733K +$112K +3,100 +17%
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$730K +$56K +1,556 +8%
Group One Trading
304
Group One Trading
Illinois
$726K +$773K +21,467 New
EFMC
305
Empire Financial Management Company
New York
$726K +$207K +5,754 +37%
HPM
306
Hudson Portfolio Management
New York
$714K -$12.7K -352 -2%
BCI
307
Brinker Capital Investments
Pennsylvania
$713K +$129K +3,581 +20%
OPS
308
Orion Portfolio Solutions
Nebraska
$713K +$129K +3,581 +20%
AF
309
Advisornet Financial
Minnesota
$711K -$8.89K -247 -1%
AWC
310
Abundance Wealth Counselors
Pennsylvania
$711K -$50.5K -1,404 -6%
TWC
311
TD Waterhouse Canada
Ontario, Canada
$709K +$48K +1,332 +7%
CAM
312
Cresset Asset Management
Illinois
$707K -$1.48M -41,175 -67%
VSQM
313
V-Square Quantitative Management
Illinois
$706K +$165K +4,576 +28%
IF
314
Intrua Financial
Texas
$706K -$3.92K -109 -0.5%
AWS
315
Atria Wealth Solutions
New York
$702K -$181K -5,040 -20%
William Blair & Company
316
William Blair & Company
Illinois
$701K -$92.1K -2,559 -11%
SFA
317
Sequoia Financial Advisors
Ohio
$698K -$82.5K -2,292 -10%
KeyBank National Association
318
KeyBank National Association
Ohio
$693K -$22.5K -624 -3%
BIA
319
Barry Investment Advisors
Massachusetts
$692K +$62.7K +1,741 +9%
AWA
320
Aaron Wealth Advisors
Illinois
$686K -$15.3K -425 -2%
VF
321
Virtu Financial
New York
$686K -$334K -9,270 -31%
CG
322
Caprock Group
Idaho
$684K +$51.3K +1,424 +8%
CAG
323
Csenge Advisory Group
Florida
$681K +$87.2K +2,423 +14%
VA
324
Vident Advisory
Georgia
$679K +$29.3K +813 +4%
AWM
325
AE Wealth Management
Kansas
$676K +$8.42K +234 +1%