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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
301
Vanguard Personalized Indexing Management
California
$365K +$212K +3,698 +99%
PCP
302
Perbak Capital Partners
United Kingdom
$364K +$426K +7,430 New
NCM
303
Novare Capital Management
North Carolina
$358K +$29.8K +520 +8%
PCM
304
Prelude Capital Management
New York
$357K -$378K -6,593 -47%
Man Group
305
Man Group
United Kingdom
$354K -$11.9M -206,927 -97%
NG
306
Norden Group
Utah
$354K +$414K +7,221 New
Advisory Services Network
307
Advisory Services Network
Georgia
$352K +$155K +2,708 +60%
Savant Capital
308
Savant Capital
Illinois
$340K +$398K +6,940 New
APW
309
Axim Planning & Wealth
Ohio
$340K +$192K +3,343 +93%
Dynasty Wealth Management
310
Dynasty Wealth Management
Florida
$336K +$394K +6,871 New
Forum Financial Management
311
Forum Financial Management
Illinois
$335K +$393K +6,846 New
Choate Investment Advisors
312
Choate Investment Advisors
Massachusetts
$328K – – –
FWP
313
Forefront Wealth Partners
Texas
$323K +$379K +6,605 New
Maryland State Retirement & Pension System
314
Maryland State Retirement & Pension System
Maryland
$318K – – –
ORG
315
Optimist Retirement Group
Washington
$312K +$196K +3,407 +115%
TFIPS
316
Towarzystwo Funduszy Inwestycyjnych PZU SA
$309K – – –
Callan Family Office
317
Callan Family Office
Pennsylvania
$307K +$9.99K +174 +3%
MetLife Investment Management
318
MetLife Investment Management
New Jersey
$303K +$9.07K +158 +3%
Wedmont Private Capital
319
Wedmont Private Capital
Pennsylvania
$295K +$328K +5,714 New
Skandinaviska Enskilda Banken (SEB)
320
Skandinaviska Enskilda Banken (SEB)
Sweden
$294K +$172K +3,000 +100%
SMAM
321
Sugar Maple Asset Management
Wisconsin
$294K +$344K +6,000 New
Tidal Investments
322
Tidal Investments
Wisconsin
$277K -$275K -4,795 -46%
IPW
323
Impact Partnership Wealth
Georgia
$275K +$103K +1,791 +47%
GAA
324
Green Alpha Advisors
Colorado
$273K -$13.9K -243 -4%
SBI Securities
325
SBI Securities
Japan
$271K +$24.4K +426 +8%