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Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
426
Teacher Retirement System of Texas
Texas
$251K -$75.3K -2,671 -23%
RIA
427
Realta Investment Advisors
Delaware
$247K -$14K -497 -5%
RJT
428
Raymond James Trust
Florida
$246K -$17.6K -623 -7%
RPWA
429
Regent Peak Wealth Advisors
Georgia
$246K +$1.27K +45 +0.5%
MIM
430
Morningstar Investment Management
Illinois
$236K
PCS
431
Personal CFO Solutions
New Jersey
$235K +$5.5K +195 +2%
AWS
432
Atria Wealth Solutions
New York
$235K +$230K +8,152 New
BFC
433
Bedel Financial Consulting
Indiana
$235K
CIA
434
Capital Investment Advisors
Georgia
$234K +$229K +8,127 New
HKIMG
435
Hutchens & Kramer Investment Management Group
Indiana
$231K
C
436
CEDRUS
Colorado
$231K -$6.97K -247 -3%
LK
437
Lumbard & Kellner
New Hampshire
$230K
Capstone Investment Advisors
438
Capstone Investment Advisors
New York
$230K -$117K -4,146 -34%
BP
439
Ballentine Partners
Massachusetts
$228K +$7.56K +268 +4%
HI
440
Horizon Investments
North Carolina
$227K +$40.2K +1,426 +22%
WorldQuant Millennium Advisors
441
WorldQuant Millennium Advisors
New York
$227K -$159K -5,648 -42%
MYAM
442
Meiji Yasuda Asset Management
Japan
$226K
3IP
443
3Chopt Investment Partners
Virginia
$226K +$221K +7,839 New
VSQM
444
V-Square Quantitative Management
Illinois
$221K +$18.9K +670 +10%
PP
445
PDS Planning
Ohio
$216K +$705 +25 +0.3%
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
$213K +$209K +7,417 New
MWM
447
Modern Wealth Management
Kansas
$212K +$207K +7,344 New
I
448
INVST
Indiana
$211K +$2.06K +73 +1%
IF
449
Intrua Financial
Texas
$208K -$20.2K -717 -9%
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$206K +$202K +7,167 New