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Name Holding Trade Value Shares
Change
Change in
Stake
AB
251
Amalgamated Bank
New York
$484K +$46K +1,006 +10%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$475K +$482K +10,543 New
CAM
253
Cresset Asset Management
Illinois
$467K +$17.4K +381 +4%
OTL
254
Oak Thistle LLC
New York
$465K +$472K +10,318 New
SPA
255
Sherbrooke Park Advisers
New York
$426K +$433K +9,457 New
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$421K
GAM
257
Gotham Asset Management
New York
$418K +$424K +9,266 New
PWM
258
Palumbo Wealth Management
New York
$414K +$56.2K +1,228 +15%
GAA
259
Green Alpha Advisors
Colorado
$413K -$2.2K -48 -0.5%
Creative Planning
260
Creative Planning
Kansas
$404K +$80K +1,749 +24%
CCFM
261
Clear Creek Financial Management
Washington
$401K +$9.2K +201 +2%
HVCM
262
Hel Ved Capital Management
Hong Kong
$401K +$407K +8,900 New
WI
263
WBI Investments
New Jersey
$399K +$405K +8,853 New
BTI
264
Blue Trust Inc
Georgia
$395K +$13.8K +302 +4%
MIM
265
MetLife Investment Management
New Jersey
$383K +$15.1K +330 +4%
Vanguard Personalized Indexing Management
266
Vanguard Personalized Indexing Management
California
$376K +$5.76K +126 +2%
FC
267
FORA Capital
Florida
$369K +$374K +8,182 New
NA
268
NewEdge Advisors
Louisiana
$365K -$33.3K -727 -8%
BFA
269
Beaumont Financial Advisors
Massachusetts
$365K +$370K +8,087 New
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$364K -$661K -14,447 -64%
DIM
271
DC Investments Management
Virginia
$358K
VA
272
Vident Advisory
Georgia
$355K +$117K +2,559 +48%
PS
273
Principal Securities
Iowa
$354K +$37K +808 +11%
Prudential Financial
274
Prudential Financial
New Jersey
$345K -$110K -2,412 -24%
DS
275
DRW Securities
Illinois
$343K -$310K -6,778 -47%