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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
226
Vanguard Personalized Indexing Management
California
$115K -$45.3K -5,562 -24%
GW
227
GW & Wade
Massachusetts
$114K +$11.4K +1,400 +9%
URS
228
Utah Retirement Systems
Utah
$113K +$3.26K +400 +2%
XT
229
XTX Topco
Cayman Islands
$112K -$232K -28,493 -63%
SCM
230
Shelton Capital Management
Colorado
$112K – – –
OFS
231
OneAscent Financial Services
Alabama
$111K – – –
Rafferty Asset Management
232
Rafferty Asset Management
New York
$109K -$21.8K -2,679 -14%
JWM
233
Jeppson Wealth Management
California
$109K -$19.6K -2,413 -13%
Creative Planning
234
Creative Planning
Kansas
$109K +$5.47K +672 +4%
EP
235
Elkhorn Partners
Nebraska
$109K +$15.5K +1,900 +13%
AWS
236
Atria Wealth Solutions
New York
$106K +$33K +4,055 +34%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$102K +$31.9K +3,920 +34%
SQA
238
Simon Quick Advisors
New Jersey
$101K +$2.03K +249 +2%
EIP
239
Easterly Investment Partners
Massachusetts
$99K -$5.86M -719,657 -98%
PCM
240
Prelude Capital Management
New York
$99K -$71.9K -8,834 -37%
CFO
241
CVA Family Office
Colorado
$99K – – –
Wolverine Trading
242
Wolverine Trading
Illinois
$98K -$358K -44,029 -75%
PA
243
Profund Advisors
Maryland
$98K -$13.3K -1,635 -10%
APA
244
American Portfolios Advisors
New York
$96.3K -$2.04K -250 -2%
WFI
245
West Family Investments
California
$96K +$118K +14,516 New
DCM
246
Dupont Capital Management
Delaware
$94K +$115K +14,106 New
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$92K -$3.88K -477 -3%
BAM
248
Boyar Asset Management
New York
$89K – – –
IAIM
249
International Assets Investment Management
Florida
$87K -$814 -100 -0.8%
KAS
250
Kestra Advisory Services
Texas
$85K -$30.6K -3,762 -23%