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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
151
Convergence Investment Partners
Florida
$316K +$319K +5,193 New
MOACM
152
Mutual of America Capital Management
New York
$315K +$46.9K +764 +17%
Lido Advisors
153
Lido Advisors
California
$315K +$319K +5,197 New
SM
154
Sciencast Management
New Jersey
$307K +$310K +5,048 New
CW
155
CreativeOne Wealth
Kansas
$304K +$184 +3 +0.1%
VIA
156
Vident Investment Advisory
Georgia
$283K -$141K -2,294 -33%
CF
157
Cantor Fitzgerald
New York
$282K +$285K +4,639 New
ProShare Advisors
158
ProShare Advisors
Maryland
$265K -$219K -3,575 -45%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$256K -$123 -2 -0%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$256K +$259K +4,216 New
MSFS
161
Main Street Financial Solutions
Pennsylvania
$255K +$1.59K +26 +0.6%
Verition Fund Management
162
Verition Fund Management
Connecticut
$253K +$256K +4,165 New
William Blair & Company
163
William Blair & Company
Illinois
$248K
PAM
164
Panagora Asset Management
Massachusetts
$247K
WAM
165
Watershed Asset Management
California
$245K +$11.5K +188 +5%
Asset Management One
166
Asset Management One
Japan
$243K -$67.3K -1,097 -21%
1CM
167
1492 Capital Management
Wisconsin
$238K +$240K +3,916 New
MCC
168
Money Concepts Capital
Florida
$237K +$7.61K +124 +3%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$228K -$6.87K -112 -3%
SS
170
Simplicity Solutions
Minnesota
$227K +$229K +3,737 New
IWM
171
IHT Wealth Management
Illinois
$226K +$6.01K +98 +3%
CK
172
Cohen Klingenstein
New York
$216K
IWP
173
Icon Wealth Partners
Texas
$213K
II
174
Inspire Investing
Idaho
$210K -$15.8K -257 -7%
E
175
Ergoteles
New York
$207K +$209K +3,400 New