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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Cresset Asset Management
Illinois
$240K +$6.34K +450 +3%
CA
202
Continuum Advisory
Idaho
$240K -$118K -8,408 -37%
BAM
203
Blueshift Asset Management
New Jersey
$237K +$203K +14,388 New
SOW
204
State of Wyoming
Wyoming
$219K +$187K +13,278 New
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$214K +$183K +12,995 New
CFM
206
Catalyst Funds Management
Australia
$203K +$173K +12,300 New
PWS
207
Precision Wealth Strategies
Missouri
$202K +$172K +12,232 New
CFO
208
Callan Family Office
Pennsylvania
$198K +$169K +12,030 New
AOWM
209
Alpha Omega Wealth Management
Virginia
$198K – – –
PCM
210
Prelude Capital Management
New York
$196K -$260K -18,488 -61%
OR
211
Olympiad Research
Connecticut
$196K -$261K -18,518 -61%
SC
212
SummitTX Capital
Texas
$195K +$167K +11,842 New
RMAM
213
Raab & Moskowitz Asset Management
New Jersey
$180K – – –
WIA
214
World Investment Advisors
California
$179K +$153K +10,869 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$177K +$2.3K +163 +2%
Osaic Holdings
216
Osaic Holdings
Arizona
$174K -$14.1K -998 -9%
TIAA Trust, National Association
217
TIAA Trust, National Association
North Carolina
$171K +$902 +64 +0.6%
BPA
218
Beacon Pointe Advisors
California
$165K -$18.3K -1,300 -11%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$164K -$1.15M -81,538 -89%
NVCHI
220
New Vernon Capital Holdings II
New Jersey
$154K – – –
S
221
SignatureFD
Georgia
$105K +$4.24K +301 +5%
ERSOT
222
Employees Retirement System of Texas
Texas
$102K +$87K +6,172 New
EI
223
EFG International
$82.5K +$70.4K +5,000 New
LAM
224
LOM Asset Management
$66.9K +$41.6K +2,954 New
MWA
225
Medallion Wealth Advisors
Connecticut
$66K – – –