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Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$149K +$16.5K +925 +11%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$114K -$9.41K -527 -7%
IA
203
IFP Advisors
Florida
$113K +$60.6K +3,394 +102%
Osaic Holdings
204
Osaic Holdings
Arizona
$101K -$31.6K -1,771 -22%
KBC Group
205
KBC Group
Belgium
$100K +$2.18K +122 +2%
CCM
206
Coldstream Capital Management
Washington
$100K +$111K +6,194 New
Lazard Asset Management
207
Lazard Asset Management
New York
$98K -$2.34K -131 -2%
RF
208
Rossby Financial
Florida
$73.5K +$87.1K +4,882 New
US Bancorp
209
US Bancorp
Minnesota
$65.5K +$7K +392 +11%
GI
210
GAMMA Investing
California
$60.1K +$375 +21 +0.6%
CIAM
211
Caitong International Asset Management
Hong Kong
$53.8K +$37K +2,072 +165%
SAM
212
Smartleaf Asset Management
Massachusetts
$51.2K -$17K -953 -23%
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K -$2.75K -154 -5%
SOW
214
State of Wyoming
Wyoming
$50.4K -$218K -12,236 -80%
VCM
215
Versant Capital Management
Arizona
$41.6K +$3.59K +201 +8%
HCA
216
Harbor Capital Advisors
Illinois
$37K +$8.41K +471 +26%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$36K +$785 +44 +2%
RTC
218
Riverview Trust Company
Washington
$31.6K +$660 +37 +2%
SW
219
SVB Wealth
Massachusetts
$28.4K +$31.4K +1,757 New
Loomis, Sayles & Company
220
Loomis, Sayles & Company
Massachusetts
$27K -$15.8K -883 -34%
SCM
221
Sterling Capital Management
North Carolina
$25.4K -$22.3K -1,252 -44%
MCM
222
MAI Capital Management
Ohio
$23.2K +$25.7K +1,440 New
LC
223
Lindbrook Capital
California
$21.7K -$446 -25 -2%
HNB
224
Huntington National Bank
Ohio
$21.5K +$7.23K +405 +44%
PA
225
Parallel Advisors
California
$21.2K -$2.16K -121 -8%