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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
126
TD Private Client Wealth
New York
$845K -$193K -5,081 -18%
HJGA
127
Hardman Johnston Global Advisors
Connecticut
$840K
OAM
128
Oppenheimer Asset Management
New York
$798K +$68.5K +1,803 +9%
Creative Planning
129
Creative Planning
Kansas
$782K +$65.5K +1,723 +9%
SIA
130
Sit Investment Associates
Minnesota
$778K -$601K -15,818 -43%
KAS
131
Kestra Advisory Services
Texas
$778K -$36.6K -964 -4%
NEAM
132
New England Asset Management
Connecticut
$764K
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$759K -$57.4K -1,509 -7%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$753K +$75.8K +1,994 +11%
Geode Capital Management
135
Geode Capital Management
Massachusetts
$746K -$116K -3,040 -13%
Vanguard Personalized Indexing Management
136
Vanguard Personalized Indexing Management
California
$744K +$1.22K +32 +0.2%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$742K +$11.6K +304 +2%
FTDI
138
First Trust Direct Indexing
Massachusetts
$734K +$97.2K +2,556 +15%
XT
139
XTX Topco
Cayman Islands
$732K +$392K +10,310 +107%
MC
140
Moors & Cabot
Massachusetts
$731K -$152 -4 -0%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$710K -$88.6K -2,330 -11%
GT
142
Greenleaf Trust
Michigan
$705K -$11.3K -297 -2%
WCM Investment Management
143
WCM Investment Management
California
$698K +$17.8K +467 +3%
IC
144
IEQ Capital
California
$682K +$48.4K +1,274 +7%
RHBC
145
R.H. Bluestein & Co
Michigan
$680K
RFC
146
Regions Financial Corp
Alabama
$673K -$121K -3,188 -15%
FIA
147
FNY Investment Advisers
New York
$666K +$690K +18,159 New
GG
148
Greenwood Gearhart
Arkansas
$655K -$14.6K -383 -2%
EI
149
Ethic Inc
New York
$654K +$49.9K +1,314 +8%
Prudential Financial
150
Prudential Financial
New Jersey
$638K -$135K -3,560 -18%