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Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
276
Alliance Wealth Advisors (Utah)
Utah
$415K +$360K +1,379 New
BTI
277
Blue Trust Inc
Georgia
$413K +$24.3K +93 +7%
PA
278
Profund Advisors
Maryland
$412K +$13.3K +51 +4%
CGH
279
Crossmark Global Holdings
Texas
$405K -$295K -1,130 -46%
EWM
280
Endowment Wealth Management
Wisconsin
$402K
PCM
281
Prelude Capital Management
New York
$400K +$347K +1,332 New
CFO
282
Callan Family Office
Pennsylvania
$396K -$12.3K -47 -3%
TPI
283
Trust Point Inc
Wisconsin
$393K +$17.7K +68 +5%
FRM
284
Fox Run Management
Connecticut
$390K +$52.2K +200 +18%
DnB Asset Management
285
DnB Asset Management
Norway
$385K -$48.8K -187 -13%
SIP
286
Stoneridge Investment Partners
Pennsylvania
$384K +$399K +1,528 New
PWG
287
Portside Wealth Group
Utah
$379K +$328K +1,259 New
TPCW
288
TD Private Client Wealth
New York
$376K +$70.4K +270 +28%
DM
289
Diversified Management
Wisconsin
$374K -$64.2K -246 -16%
BJL
290
Brighton Jones LLC
Washington
$367K +$1.3K +5 +0.4%
GAM
291
Gotham Asset Management
New York
$367K
STA
292
Summit Trail Advisors
New York
$365K -$26.9K -103 -8%
Kovitz Investment Group Partners
293
Kovitz Investment Group Partners
Illinois
$361K
TRCT
294
Tower Research Capital (TRC)
New York
$353K -$209K -801 -41%
EWA
295
EverSource Wealth Advisors
Alabama
$350K -$4.69K -18 -2%
AWM
296
Avaii Wealth Management
Wisconsin
$346K
HSBC Holdings
297
HSBC Holdings
United Kingdom
$340K -$876K -3,359 -75%
Ohio Public Employees Retirement System (OPERS)
298
Ohio Public Employees Retirement System (OPERS)
Ohio
$334K -$3.93M -15,082 -93%
VT
299
Vise Technologies
New York
$331K +$287K +1,101 New
DIM
300
Delta Investment Management
California
$327K +$2.35K +9 +0.8%