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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
51
JNBA Financial Advisors
Minnesota
$382K +$116K +8,659 +44%
ACA
52
Atlas Capital Advisors
Wyoming
$379K -$3.46K -258 -0.9%
QCM
53
QRG Capital Management
Illinois
$337K +$103K +7,693 +45%
BCM
54
Barometer Capital Management
Ontario, Canada
$337K
APF
55
Alaska Permanent Fund
Alaska
$325K
FTDI
56
First Trust Direct Indexing
Massachusetts
$324K -$9.35K -697 -3%
SC
57
Syon Capital
California
$319K -$3.25K -242 -1%
BTI
58
Blue Trust Inc
Georgia
$314K +$256K +19,109 +314%
Jane Street
59
Jane Street
New York
$313K -$701K -52,311 -69%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$308K -$21.6K -1,611 -7%
EI
61
Ellevest Inc
New York
$292K +$61.8K +4,608 +27%
AP
62
Advisors Preferred
Maryland
$288K +$284K +21,174 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$269K +$265K +19,790 New
Ameriprise
64
Ameriprise
Minnesota
$247K +$23.5K +1,752 +11%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$242K +$34K +2,532 +16%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$239K +$64.7K +4,827 +38%
AI
67
Atria Investments
North Carolina
$235K -$35K -2,611 -13%
ECM
68
Evergreen Capital Management
Washington
$232K +$8.15K +608 +4%
S
69
SignatureFD
Georgia
$230K +$26K +1,939 +13%
FAFN
70
First Affirmative Financial Network
Colorado
$227K -$21.5K -1,606 -9%
CHP
71
Cable Hill Partners
Oregon
$225K +$222K +16,584 New
Franklin Resources
72
Franklin Resources
California
$222K +$1.37K +102 +0.6%
FC
73
FCA Corp
Texas
$217K
SGI
74
Summit Global Investments
Utah
$208K +$206K +15,344 New
CC
75
Callan Capital
California
$208K +$206K +15,327 New