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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
401
Vanguard Personalized Indexing Management
California
$3.02M +$573K +7,851 +26%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$49.3K +676 +2%
SA
403
SL Advisors
New Jersey
$3.01M +$2.99K +41 +0.1%
AWAU
404
Alliance Wealth Advisors (Utah)
Utah
$2.97M +$189K +2,590 +8%
RWP
405
RWA Wealth Partners
Massachusetts
$2.96M -$12.5K -171 -0.5%
AI
406
ArchPoint Investors
Florida
$2.93M
MWM
407
MGB Wealth Management
Texas
$2.93M +$190K +2,600 +8%
MFG
408
Midwest Financial Group
Kansas
$2.92M -$24.6K -337 -0.9%
Luther King Capital Management (LKCM)
409
Luther King Capital Management (LKCM)
Texas
$2.89M -$443K -6,063 -14%
GAM
410
Gotham Asset Management
New York
$2.88M -$5.26K -72 -0.2%
QCM
411
Quantinno Capital Management
New York
$2.86M +$629K +8,612 +32%
OAM
412
Ostrum Asset Management
France
$2.85M -$454K -6,225 -15%
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$2.83M +$869K +11,903 +51%
Nordea Investment Management
414
Nordea Investment Management
Sweden
$2.83M +$110K +1,513 +4%
Credit Agricole
415
Credit Agricole
France
$2.79M +$1.41M +19,309 +117%
IAIM
416
International Assets Investment Management
Florida
$2.78M -$12K -164 -0.5%
AIM
417
Ausbil Investment Management
Australia
$2.78M +$2.55M +34,906 New
EAM
418
Evanson Asset Management
California
$2.77M -$7.88K -108 -0.3%
CST
419
Charles Schwab Trust
Nevada
$2.77M
SAM
420
Securian Asset Management
Minnesota
$2.75M -$184K -2,518 -7%
PGFC
421
Peapack-Gladstone Financial Corp
New Jersey
$2.73M -$43.7K -598 -2%
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$2.72M -$94.9K -1,300 -4%
PMG
423
Private Management Group
California
$2.7M +$21.5K +295 +0.9%
SC
424
Scotia Capital
Ontario, Canada
$2.69M -$111K -1,516 -4%
JCFM
425
JBR Co Financial Management
Oklahoma
$2.66M -$39.1K -536 -2%