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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
176
Keebeck Wealth Management
Illinois
$597K +$30K +190 +6%
SCM
177
Semanteon Capital Management
Massachusetts
$573K +$500K +3,170 New
PCM
178
Prelude Capital Management
New York
$571K -$1.26M -7,998 -72%
Russell Investments Group
179
Russell Investments Group
United Kingdom
$555K +$470K +2,982 +3,277%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$533K +$154K +979 +50%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$524K -$628K -3,985 -58%
MOACM
182
Mutual of America Capital Management
New York
$524K -$18.3K -116 -4%
EAM
183
Eventide Asset Management
Massachusetts
$520K +$2.21K +14 +0.5%
SRC
184
Shufro Rose & Co
New York
$517K
VCA
185
Verdence Capital Advisors
Maryland
$511K +$17K +108 +5%
CMF
186
Counterpoint Mutual Funds
California
$507K +$442K +2,806 New
KeyBank National Association
187
KeyBank National Association
Ohio
$506K +$48.6K +308 +12%
BFM
188
Boothbay Fund Management
New York
$506K +$442K +2,802 New
CBU
189
CIBC Bancorp USA
Illinois
$500K +$437K +2,769 New
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$492K
US Bancorp
191
US Bancorp
Minnesota
$475K +$175K +1,112 +73%
DFCM
192
Dark Forest Capital Management
Puerto Rico
$466K +$94.3K +598 +30%
II
193
Inspire Investing
Idaho
$461K -$149K -944 -27%
BC
194
Bridgefront Capital
Texas
$458K +$399K +2,533 New
Vanguard Personalized Indexing Management
195
Vanguard Personalized Indexing Management
California
$428K +$47.1K +299 +14%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$401K +$59.6K +378 +21%
RFA
197
Register Financial Advisors
Georgia
$398K
PSP
198
Pacific Sage Partners
Washington
$397K -$7.57K -48 -2%
AIP
199
Ameritas Investment Partners
Nebraska
$392K -$76K -482 -18%
Lazard Asset Management
200
Lazard Asset Management
New York
$389K -$2.94M -18,614 -90%