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Name Holding Trade Value Shares
Change
Change in
Stake
AB
251
Amalgamated Bank
New York
$350K -$867K -13,232 -69%
AG
252
AlTi Global
New York
$348K
VI
253
Versor Investments
New York
$346K +$20.2K +309 +5%
PCM
254
Prelude Capital Management
New York
$344K +$387K +5,900 New
FIA
255
Foundations Investment Advisors
Arizona
$340K +$96K +1,465 +34%
AWS
256
Atria Wealth Solutions
New York
$331K -$583K -8,902 -61%
CC
257
Cipher Capital
New York
$325K -$203K -3,092 -36%
Vanguard Personalized Indexing Management
258
Vanguard Personalized Indexing Management
California
$325K +$5.11K +78 +1%
MIM
259
MetLife Investment Management
New Jersey
$322K +$13.8K +211 +4%
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$322K +$20.1K +306 +6%
EFMC
261
Empire Financial Management Company
New York
$321K +$360K +5,500 New
IWC
262
Integrated Wealth Concepts
Massachusetts
$317K +$78.2K +1,193 +28%
Lazard Asset Management
263
Lazard Asset Management
New York
$313K +$6.75K +103 +2%
GAM
264
Gotham Asset Management
New York
$305K -$1.79M -27,347 -84%
FFL
265
Future Fund LLC
Illinois
$302K +$339K +5,173 New
CGH
266
Crossmark Global Holdings
Texas
$298K +$124K +1,890 +59%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$298K +$334K +5,103 New
URS
268
Utah Retirement Systems
Utah
$292K +$6.55K +100 +2%
IA
269
IFP Advisors
Florida
$284K -$2.36K -36 -0.7%
MSFP
270
Mark Sheptoff Financial Planning
Connecticut
$271K -$65.5K -1,000 -18%
ASN
271
Advisory Services Network
Georgia
$269K +$226K +3,447 +295%
ECU
272
Eisler Capital (US)
New York
$253K +$284K +4,330 New
CMF
273
Counterpoint Mutual Funds
California
$251K +$282K +4,305 New
PCA
274
Pallas Capital Advisors
Massachusetts
$248K +$279K +4,259 New
LCM
275
Legato Capital Management
California
$238K -$140K -2,140 -34%