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Name Holding Trade Value Shares
Change
Change in
Stake
AG
176
Algert Global
California
$461K +$457K +19,245 New
ST
177
Sabal Trust
Florida
$453K
YIH
178
Y-Intercept (HK)
Hong Kong
$452K +$447K +18,851 New
HighTower Advisors
179
HighTower Advisors
Illinois
$448K -$19.9K -838 -4%
Federated Hermes
180
Federated Hermes
Pennsylvania
$441K -$25K -1,054 -5%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$438K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$438K +$16.6K +701 +4%
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$421K +$161K +6,767 +63%
IFU
184
iSAM Funds (UK)
United Kingdom
$400K +$396K +16,694 New
CAM
185
Cresset Asset Management
Illinois
$399K -$10.6K -447 -3%
PWLP
186
Prio Wealth Limited Partnership
Massachusetts
$392K
Vanguard Personalized Indexing Management
187
Vanguard Personalized Indexing Management
California
$391K +$47.6K +2,004 +14%
MCM
188
Mendel Capital Management
Arkansas
$380K
SO
189
STRS Ohio
Ohio
$376K +$35.6K +1,500 +11%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$362K -$6.53K -275 -2%
SAM
191
Securian Asset Management
Minnesota
$356K -$13.2K -554 -4%
II
192
Inspire Investing
Idaho
$353K +$3.92K +165 +1%
B
193
Bailard
California
$352K -$97.3K -4,100 -22%
US Bancorp
194
US Bancorp
Minnesota
$349K -$926 -39 -0.3%
AACP
195
Advantage Alpha Capital Partners
California
$348K -$36.3K -1,530 -10%
AA
196
ALPS Advisors
Colorado
$345K -$1.71K -72 -0.5%
USAA
197
United Services Automobile Association
Texas
$337K
EFG
198
Everhart Financial Group
Ohio
$332K +$61.6K +2,597 +23%
PA
199
Profund Advisors
Maryland
$329K -$21.6K -910 -6%
PCS
200
Personal CFO Solutions
New Jersey
$325K -$15.1K -637 -4%