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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kaydan Wealth Management
Michigan
$664K – – –
LSA
202
Leonteq Securities AG
Switzerland
$658K +$189K +2,081 +36%
MWM
203
Moran Wealth Management
Florida
$652K +$10.7K +118 +2%
HVIA
204
Hudson Valley Investment Advisors
New York
$633K -$63K -694 -8%
NEWAS
205
N.E.W. Advisory Services
Wisconsin
$632K +$1.36K +15 +0.2%
BCI
206
Brinker Capital Investments
Pennsylvania
$624K -$493K -5,434 -42%
OPS
207
Orion Portfolio Solutions
Nebraska
$624K +$681K +7,502 New
SAM
208
Shell Asset Management
Netherlands
$620K -$2.36K -26 -0.3%
US Bancorp
209
US Bancorp
Minnesota
$595K -$8.89K -98 -1%
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
$589K +$474K +5,228 +282%
PTC
211
Petrus Trust Company
Texas
$581K +$634K +6,988 New
QCM
212
Quantinno Capital Management
New York
$563K +$210K +2,312 +52%
FFBTD
213
First Financial Bank - Trust Division
Ohio
$560K -$44K -485 -7%
Wellington Management Group
214
Wellington Management Group
Massachusetts
$559K +$27.7K +305 +5%
OCBCO
215
Oversea-Chinese Banking Corp (OCBC)
Singapore
$546K +$596K +6,569 New
SWA
216
SOA Wealth Advisors
New York
$540K +$91 +1 +0%
XT
217
XTX Topco
Cayman Islands
$516K +$563K +6,204 New
TIM
218
Thompson Investment Management
Wisconsin
$508K -$2.34M -25,833 -81%
DBRC
219
D.B. Root & Company
Pennsylvania
$503K -$253K -2,786 -32%
SAM
220
Securian Asset Management
Minnesota
$497K – – –
TCM
221
Tributary Capital Management
Nebraska
$484K +$6.35K +70 +1%
KI
222
Kula Investments
Illinois
$471K +$514K +5,666 New
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$463K – – –
SEC
224
Seven Eight Capital
New York
$460K +$502K +5,530 New
MSRPS
225
Maryland State Retirement & Pension System
Maryland
$449K – – –