Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Berkshire Asset Management
Pennsylvania
$291K – – –
MTC
677
Matrix Trust Company
Colorado
$290K +$10.8K +110 +4%
XT
678
XTX Topco
Cayman Islands
$289K -$745K -7,555 -72%
IFU
679
iSAM Funds (UK)
United Kingdom
$286K +$287K +2,905 New
Financial Engines Advisors
680
Financial Engines Advisors
California
$284K +$13.2K +134 +5%
PCM
681
Penserra Capital Management
California
$283K +$3.16K +32 +1%
FC
682
Fulcrum Capital
Washington
$283K – – –
Jacobs Levy Equity Management
683
Jacobs Levy Equity Management
New Jersey
$282K -$41.6M -421,957 -99%
AWA
684
Arkadios Wealth Advisors
Georgia
$282K +$282K +2,864 New
BRWA
685
B. Riley Wealth Advisors
Florida
$281K +$11.7K +119 +4%
PFBT
686
Parkside Financial Bank & Trust
Missouri
$276K +$1.48K +15 +0.5%
IAIM
687
International Assets Investment Management
Florida
$274K – – –
DC
688
Davenport & Co
Virginia
$272K +$18.2K +185 +7%
RB
689
Renasant Bank
Mississippi
$269K +$7.3K +74 +3%
AA
690
Alta Advisers
United Kingdom
$268K – – –
JMFC
691
J.M. Forbes & Co
Massachusetts
$262K +$10.9K +111 +4%
HGWM
692
Horst & Graben Wealth Management
Oregon
$260K +$4.54K +46 +2%
NIA
693
NIA Impact Advisors
California
$259K – – –
ACM
694
Advisors Capital Management
New Jersey
$258K -$69.2K -702 -21%
DBRC
695
D.B. Root & Company
Pennsylvania
$258K +$1.18K +12 +0.5%
DWM
696
Drive Wealth Management
Utah
$253K +$3.45K +35 +1%
XF
697
XML Financial
Maryland
$253K +$253K +2,570 New
RPWA
698
Regent Peak Wealth Advisors
Georgia
$253K +$253K +2,568 New
JCM
699
J2 Capital Management
Michigan
$252K -$4.14K -42 -2%
JSC
700
Jackson Square Capital
California
$252K -$31.2K -316 -11%