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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Profund Advisors
Maryland
$226K -$37.2K -109 -14%
MYAM
327
Meiji Yasuda Asset Management
Japan
$224K
FFM
328
Forum Financial Management
Illinois
$223K +$226K +662 New
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$220K +$223K +654 New
PHK
330
Point72 Hong Kong
Hong Kong
$218K +$159K +466 +257%
FWM
331
Fonville Wealth Management
Virginia
$218K -$10.2K -30 -4%
SG Americas Securities
332
SG Americas Securities
New York
$215K -$476K -1,395 -69%
CWP
333
Cyndeo Wealth Partners
Florida
$214K
LAM
334
Longboard Asset Management
Arizona
$214K +$217K +635 New
ECM
335
Evergreen Capital Management
Washington
$214K +$216K +634 New
QCG
336
Quadrant Capital Group
Ohio
$212K -$2.05K -6 -0.9%
KeyBank National Association
337
KeyBank National Association
Ohio
$210K -$28.3K -83 -12%
Rafferty Asset Management
338
Rafferty Asset Management
New York
$208K +$211K +617 New
WH
339
Willner & Heller
California
$207K +$210K +616 New
SIA
340
Schechter Investment Advisors
Michigan
$206K -$5.8K -17 -3%
CC
341
Corton Capital
Ontario, Canada
$206K +$209K +612 New
RGC
342
Roberts, Glore & Co
Illinois
$205K +$208K +610 New
HPC
343
HM Payson & Co
Maine
$202K
RPCA
344
Running Point Capital Advisors
California
$202K +$205K +600 New
QL
345
Quarry LP
New York
$183K +$167K +490 +942%
NSIM
346
North Star Investment Management
Illinois
$174K -$20.5K -60 -10%
UB
347
UMB Bank
Missouri
$157K +$18.4K +54 +13%
GI
348
GAMMA Investing
California
$157K +$52.6K +154 +49%
SCM
349
Sterling Capital Management
North Carolina
$145K -$18.4K -54 -11%
BBHC
350
Brown Brothers Harriman & Co
New York
$142K