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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Claret Asset Management
Quebec, Canada
$222K +$101 +1 +0%
ORG
627
Optimist Retirement Group
Washington
$222K
BAAM
628
Baker Avenue Asset Management
California
$221K -$25.3K -249 -10%
MHI
629
Miller Howard Investments
New York
$219K
ERSOT
630
Employees Retirement System of Texas
Texas
$217K
MGWM
631
Marks Group Wealth Management
Minnesota
$216K
CAU
632
Caxton Associates (UK)
$214K -$14.5M -142,907 -99%
HNB
633
Huntington National Bank
Ohio
$213K +$8.22K +81 +4%
PFM
634
Patton Fund Management
Texas
$212K
CFG
635
Citizens Financial Group
Rhode Island
$211K -$49.1K -484 -19%
LCGC
636
Legacy Capital Group California
California
$211K -$79.8K -786 -28%
MCM
637
Morton Capital Management
California
$208K
CL
638
CSS LLC
Illinois
$203K -$730K -7,190 -78%
CFP
639
Catalyst Financial Partners
Massachusetts
$202K -$14.5K -143 -7%
PF
640
Phoenix Financial
Israel
$202K +$200K +1,969 New
WANY
641
Wealthspire Advisors (New York)
New York
$200K -$166K -1,640 -46%
BTI
642
Blue Trust Inc
Georgia
$195K +$5.78K +57 +3%
VCM
643
Versant Capital Management
Arizona
$189K +$24.8K +244 +15%
AIP
644
Ameritas Investment Partners
Nebraska
$187K
GM
645
GeoWealth Management
Illinois
$167K +$166K +1,634 New
TFA
646
Transamerica Financial Advisors
Florida
$166K +$80.4K +792 +95%
QWM
647
Quaker Wealth Management
New Jersey
$165K +$129K +1,273 +377%
Cohen & Steers
648
Cohen & Steers
New York
$164K +$28.4K +280 +21%
SAM
649
Smartleaf Asset Management
Massachusetts
$161K +$1.12K +11 +0.7%
ACM
650
Aster Capital Management
United Arab Emirates
$154K -$73.2K -721 -29%