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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
IQI
251
Integrated Quantitative Investments
Washington
$497K +$495K +2,285 New
AWAU
252
Alliance Wealth Advisors (Utah)
Utah
$488K -$481K -2,222 -50%
AI
253
AdvisorShares Investments
Maryland
$482K +$481K +2,220 New
Brown Advisory
254
Brown Advisory
Maryland
$482K +$480K +2,217 New
CPIG
255
Chicago Partners Investment Group
Illinois
$481K +$254K +1,172 +105%
Deutsche Bank
256
Deutsche Bank
Germany
$480K -$61.5K -284 -11%
NYLIM
257
New York Life Investment Management
New York
$480K +$478K +2,209 New
AWA
258
Aaron Wealth Advisors
Illinois
$479K +$477K +2,202 New
AU
259
AlphaGrep UK
$478K +$476K +2,199 New
PCA
260
Pallas Capital Advisors
Massachusetts
$474K +$473K +2,183 New
FPAS
261
Focus Partners Advisor Solutions
Missouri
$471K +$199K +917 +73%
HCA
262
Harbor Capital Advisors
Illinois
$465K +$89K +411 +24%
KF
263
Krilogy Financial
Missouri
$459K -$29.5K -136 -6%
IFA
264
Index Fund Advisors
California
$447K -$433 -2 -0.1%
FRA
265
Frank Rimerman Advisors
California
$429K +$428K +1,975 New
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$419K +$51.8K +239 +14%
PI
267
PineBridge Investments
New York
$418K -$1.86M -8,583 -82%
NG
268
Norden Group
Utah
$418K -$531K -2,454 -56%
Federated Hermes
269
Federated Hermes
Pennsylvania
$417K -$57.8K -267 -12%
PWG
270
Portside Wealth Group
Utah
$415K -$396K -1,830 -49%
AMI
271
Amica Mutual Insurance
Rhode Island
$414K +$211K +974 +105%
SAMC
272
Spectrum Asset Management (California)
California
$395K +$866 +4 +0.2%
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$392K -$3.88M -17,927 -91%
PA
274
Procyon Advisors
Connecticut
$389K
KAS
275
Kestra Advisory Services
Texas
$389K +$127K +586 +49%