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Name Holding Trade Value Shares
Change
Change in
Stake
LP
226
LMR Partners
United Kingdom
$636K
Vanguard Personalized Indexing Management
227
Vanguard Personalized Indexing Management
California
$624K +$133K +1,173 +26%
AIM
228
Aigen Investment Management
New York
$613K +$639K +5,620 New
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$610K
BCI
230
Brinker Capital Investments
Pennsylvania
$604K -$35.5K -312 -5%
OPS
231
Orion Portfolio Solutions
Nebraska
$604K -$35.5K -312 -5%
LPL Financial
232
LPL Financial
California
$596K -$110K -968 -15%
GCM
233
Gallacher Capital Management
Colorado
$580K +$604K +5,315 New
Creative Planning
234
Creative Planning
Kansas
$560K +$41.3K +363 +8%
RFC
235
Regions Financial Corp
Alabama
$522K -$12.7K -112 -2%
HNW
236
High Note Wealth
Minnesota
$520K -$88.1K -775 -14%
NRD
237
Nebula Research & Development
New York
$515K +$67.9K +597 +14%
OAM
238
Oppenheimer Asset Management
New York
$511K -$16.5K -145 -3%
KBC Group
239
KBC Group
Belgium
$510K -$635K -5,586 -54%
RJT
240
Raymond James Trust
Florida
$509K +$40K +352 +8%
EF
241
Empirical Finance
Pennsylvania
$507K +$4.09K +36 +0.8%
AAM
242
Advisors Asset Management
Colorado
$499K +$159K +1,396 +44%
PCM
243
Prelude Capital Management
New York
$495K -$43.2K -380 -8%
EF
244
Empowered Funds
Pennsylvania
$492K -$6.77M -59,564 -93%
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$491K -$64.7K -569 -11%
WorldQuant Millennium Advisors
246
WorldQuant Millennium Advisors
New York
$491K -$516K -4,537 -50%
VI
247
Versor Investments
New York
$483K +$502K +4,421 New
SAM
248
Securian Asset Management
Minnesota
$477K -$17.6K -155 -3%
PP
249
Paloma Partners
Connecticut
$469K -$1.22M -10,710 -71%
4WM
250
44 Wealth Management
Oregon
$463K +$502K +4,413 New