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Name Holding Trade Value Shares
Change
Change in
Stake
VI
326
Versor Investments
New York
$524K +$148K +1,945 +51%
MOACM
327
Mutual of America Capital Management
New York
$523K -$48.7K -639 -10%
BAM
328
Blueshift Asset Management
New Jersey
$520K +$438K +5,746 New
PWM
329
Perigon Wealth Management
California
$517K -$56K -734 -11%
IAA
330
Independent Advisor Alliance
North Carolina
$515K -$610 -8 -0.1%
SGAM
331
Smith Group Asset Management
Texas
$513K +$433K +5,670 New
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$512K -$82.1K -1,076 -16%
Aviva
333
Aviva
United Kingdom
$511K -$687 -9 -0.2%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$511K +$53.6K +702 +14%
RK
335
Rather & Kittrell
Tennessee
$510K -$82.5K -1,082 -16%
AWS
336
Atria Wealth Solutions
New York
$505K +$238K +3,116 +126%
PL
337
Perpetual Ltd
Australia
$505K +$425K +5,574 New
CG
338
Cutler Group
California
$503K -$1.71M -22,387 -80%
JFG
339
Jefferies Financial Group
New York
$495K +$418K +5,473 New
M1FG
340
Mach-1 Financial Group
Arkansas
$495K -$82.5K -1,082 -17%
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
$491K +$414K +5,424 New
BA
342
Bristlecone Advisors
Washington
$490K +$610 +8 +0.1%
SPS
343
Susquehanna Portfolio Strategies
Pennsylvania
$480K +$404K +5,300 New
OP
344
ORG Partners
Indiana
$480K +$41.8K +548 +12%
BZWA
345
Blue Zone Wealth Advisors
California
$466K +$10.2K +134 +3%
RWM
346
Rockline Wealth Management
New York
$457K +$385K +5,051 New
MMA
347
Miracle Mile Advisors
California
$449K +$68.7K +900 +22%
Wolverine Trading
348
Wolverine Trading
Illinois
$445K -$535K -7,007 -59%
AIM
349
Achmea Investment Management
Netherlands
$444K -$268K -3,518 -42%
VIM
350
Vinva Investment Management
Australia
$444K +$54.2K +711 +17%