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Name Holding Trade Value Shares
Change
Change in
Stake
X
326
Xponance
Pennsylvania
$658K +$45.8K +241 +8%
FHB
327
First Hawaiian Bank
Hawaii
$655K -$1.71K -9 -0.3%
PAMP
328
Polar Asset Management Partners
Ontario, Canada
$654K +$624K +3,281 New
BCWM
329
Bartlett & Co Wealth Management
Ohio
$647K -$28.5K -150 -4%
BC
330
Bartlett & Co
Ohio
$647K -$28.5K -150 -4%
AAM
331
Azzad Asset Management
Virginia
$643K +$17.3K +91 +3%
SWM
332
Segment Wealth Management
Texas
$642K – – –
William Blair & Company
333
William Blair & Company
Illinois
$631K +$21.5K +113 +4%
SSA
334
Schonfeld Strategic Advisors
New York
$625K +$596K +3,134 New
TCA
335
Tortoise Capital Advisors
Kansas
$617K -$3.04K -16 -0.5%
SI
336
Sapience Investments
California
$616K -$1.53M -8,070 -72%
ARMT
337
Amica Retiree Medical Trust
Rhode Island
$614K – – –
LPL Financial
338
LPL Financial
California
$611K +$104K +547 +22%
PC
339
Permanens Capital
New York
$608K +$266K +1,400 +85%
MOS
340
MGO One Seven
Ohio
$604K -$16.5K -87 -3%
MML Investors Services
341
MML Investors Services
Massachusetts
$597K +$40.3K +212 +8%
Stifel Financial
342
Stifel Financial
Missouri
$586K +$40.5K +213 +8%
DT
343
Diversified Trust
Tennessee
$578K -$128K -671 -19%
KeyBank National Association
344
KeyBank National Association
Ohio
$563K +$20K +105 +4%
Bank Julius Baer & Co
345
Bank Julius Baer & Co
Switzerland
$558K +$190 +1 +0%
GP
346
Geneva Partners
Wisconsin
$558K +$532K +2,800 New
IRF
347
IBM Retirement Fund
New York
$556K +$65.8K +346 +14%
AP
348
Advisor Partners
California
$550K -$3.8K -20 -0.7%
CI
349
Cigna Investments
Connecticut
$536K +$48.1K +253 +10%
AWM
350
Avior Wealth Management
Nebraska
$536K +$93.7K +493 +22%