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Intapp

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$248K -$2.92K -128 -1%
FFP
152
FourThought Financial Partners
Florida
$246K +$222K +9,755 New
MCC
153
Malaga Cove Capital
California
$245K -$81.5K -3,577 -27%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$244K
TWM
155
Thrive Wealth Management
Pennsylvania
$243K +$219K +9,632 New
Prudential Financial
156
Prudential Financial
New Jersey
$240K +$11.6K +510 +6%
FRM
157
Fox Run Management
Connecticut
$238K -$344K -15,084 -62%
VEA
158
Virtus ETF Advisers
New York
$236K +$10.3K +451 +5%
EP
159
Edgestream Partners
New Jersey
$233K +$211K +9,241 New
VA
160
VestGen Advisors
Illinois
$226K +$204K +8,963 New
Cerity Partners
161
Cerity Partners
New York
$224K -$284K -12,456 -58%
KeyBank National Association
162
KeyBank National Association
Ohio
$223K -$117K -5,133 -37%
ECM
163
Evergreen Capital Management
Washington
$220K -$19.7K -864 -9%
PCS
164
Personal CFO Solutions
New Jersey
$220K -$41.9K -1,837 -17%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$215K +$194K +8,517 New
PS
166
Principal Securities
Iowa
$211K -$24.8K -1,090 -12%
AC
167
AXQ Capital
New Jersey
$205K +$185K +8,137 New
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$187K -$14.7K -647 -8%
Public Employees Retirement Association of Colorado
169
Public Employees Retirement Association of Colorado
Colorado
$161K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$154K +$10.5K +460 +8%
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
$133K +$120K +5,276 New
AIP
172
Ameritas Investment Partners
Nebraska
$128K +$8.45K +371 +8%
S
173
SignatureFD
Georgia
$120K -$25K -1,098 -19%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$107K
SOW
175
State of Wyoming
Wyoming
$78.5K +$4.72K +207 +7%