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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$156K -$130K -8,000 -49%
FIA
302
FNY Investment Advisers
New York
$148K +$122K +7,499 New
AAM
303
Advisors Asset Management
Colorado
$118K -$46.4K -2,847 -32%
PCM
304
Prelude Capital Management
New York
$108K +$88.8K +5,448 New
AIG
305
American International Group
New York
$105K -$21.8K -1,338 -20%
Federated Hermes
306
Federated Hermes
Pennsylvania
$98K -$58.2K -3,572 -42%
BG
307
Bollard Group
Massachusetts
$98K +$80.3K +4,928 New
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$81K +$9.91K +608 +17%
WAM
309
Wolverine Asset Management
Illinois
$81K +$67.2K +4,125 New
FPB
310
First PREMIER Bank
South Dakota
$79K – – –
CAL
311
Capital Analysts LLC
Pennsylvania
$79K +$8.12K +498 +14%
LDFR
312
Lehman & Derafelo Financial Resources
Pennsylvania
$79K +$65.2K +4,000 New
MAM
313
Meeder Asset Management
Ohio
$73K -$41.3K -2,532 -41%
SAM
314
Shell Asset Management
Netherlands
$73K +$1.34K +82 +2%
PVH
315
Psagot Value Holdings
Israel
$72K – – –
MCM
316
Manchester Capital Management
Vermont
$69K – – –
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$65K – – –
GWM
318
Geneos Wealth Management
Colorado
$65K +$98 +6 +0.2%
S
319
SignatureFD
Georgia
$54K -$32K -1,962 -42%
CAN
320
Cetera Advisor Networks
California
$46K +$38K +2,330 New
PHK
321
Point72 Hong Kong
Hong Kong
$45K -$73.9K -4,535 -67%
PMFA
322
Plante Moran Financial Advisors
Michigan
$43K – – –
William Blair & Company
323
William Blair & Company
Illinois
$40K -$59.2K -3,634 -64%
SIAS
324
Shine Investment Advisory Services
Colorado
$39K – – –
FP
325
Financial Perspectives
Minnesota
$32.7K – – –