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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$539K +$513K +18,871 New
JCIA
202
Jackson Creek Investment Advisors
Colorado
$537K +$469K +17,279 New
SOADOR
203
State of Alaska Department of Revenue
Alaska
$524K +$3.86K +142 +0.8%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$522K
GJWM
205
Gilliland Jeter Wealth Management
Arkansas
$520K
DFCM
206
Dark Forest Capital Management
Puerto Rico
$518K +$493K +18,139 New
First Manhattan
207
First Manhattan
New York
$490K +$466K +17,149 New
BWM
208
BCS Wealth Management
Tennessee
$485K +$462K +17,000 New
GRP
209
Global Retirement Partners
California
$482K +$459K +16,882 New
EC
210
EntryPoint Capital
New York
$470K
TI
211
Tidal Investments
Wisconsin
$466K +$444K +16,326 New
FFB
212
First Financial Bankshares
Texas
$466K +$443K +16,305 New
HW
213
Hancock Whitney
Mississippi
$455K
MCM
214
Mendel Capital Management
Arkansas
$453K +$3.37K +124 +0.8%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$453K -$15.1K -555 -3%
SO
216
STRS Ohio
Ohio
$440K +$54.3K +2,000 +15%
BJL
217
Brighton Jones LLC
Washington
$438K +$416K +15,328 New
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$431K +$16.5K +606 +4%
SAM
219
Securian Asset Management
Minnesota
$426K +$8.94K +329 +2%
AC
220
Apella Capital
Connecticut
$417K +$116K +4,273 +42%
Federated Hermes
221
Federated Hermes
Pennsylvania
$413K -$1.9K -70 -0.5%
RIL
222
Rothschild Investment LLC
Illinois
$412K +$346K +12,750 +752%
WFI
223
West Family Investments
California
$411K +$391K +14,405 New
CBU
224
CIBC Bancorp USA
Illinois
$408K +$105K +3,852 +37%
Universal-Beteiligungs- und Servicegesellschaft
225
Universal-Beteiligungs- und Servicegesellschaft
Germany
$402K -$430K -15,819 -53%