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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
151
Thoroughbred Financial Services
Tennessee
$387K +$346K +6,039 New
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$380K +$73K +1,272 +27%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$378K +$339K +5,903 New
PCM
154
Prelude Capital Management
New York
$367K -$1.65M -28,765 -83%
VF
155
Virtu Financial
New York
$363K -$405K -7,066 -55%
OAM
156
Oppenheimer Asset Management
New York
$360K -$560K -9,771 -64%
AIP
157
Ameritas Investment Partners
Nebraska
$358K +$92K +1,604 +40%
SOW
158
State of Wyoming
Wyoming
$349K +$102K +1,773 +48%
SA
159
Sanctuary Advisors
Indiana
$349K -$10.2K -177 -4%
Truist Financial
160
Truist Financial
North Carolina
$349K +$312K +5,442 New
FC
161
FORA Capital
Florida
$337K -$376K -6,562 -55%
CWM
162
CIBC World Markets
New York
$320K +$286K +4,990 New
GAM
163
Gotham Asset Management
New York
$316K -$52.4K -913 -16%
Creative Planning
164
Creative Planning
Kansas
$314K +$281K +4,906 New
VWM
165
Venturi Wealth Management
Texas
$305K +$273K +4,761 New
SAM
166
Shell Asset Management
Netherlands
$297K
OQS
167
Occudo Quantitative Strategies
Florida
$293K +$262K +4,564 New
Principal Financial Group
168
Principal Financial Group
Iowa
$291K +$260K +4,539 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$288K -$287 -5 -0.1%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$283K +$253K +4,410 New
A
171
AlphaQuest
New York
$276K +$182K +3,173 +279%
DT
172
Diversified Trust
Tennessee
$264K +$236K +4,116 New
AIM
173
Aigen Investment Management
New York
$263K +$235K +4,097 New
AI
174
Atria Investments
North Carolina
$262K +$235K +4,090 New
X
175
Xponance
Pennsylvania
$243K +$218K +3,796 New