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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
176
Susquehanna Fundamental Investments
Pennsylvania
$800K
TWD
177
True Wealth Design
Ohio
$797K +$5.27K +50 +0.7%
X
178
Xponance
Pennsylvania
$780K -$6.85K -65 -0.9%
NAM
179
NorthCrest Asset Manangement
Minnesota
$776K +$44.4K +421 +6%
Prudential Financial
180
Prudential Financial
New Jersey
$763K +$157K +1,490 +27%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$763K
Lido Advisors
182
Lido Advisors
California
$759K -$52.2K -495 -7%
RWM
183
Ritholtz Wealth Management
New York
$743K +$729K +6,913 New
PAMS
184
Pictet Asset Management (Switzerland)
Switzerland
$715K
ACA
185
Anchor Capital Advisors
Massachusetts
$707K
LNC
186
Lincoln National Corp
Pennsylvania
$700K +$687K +6,517 New
Corient Private Wealth
187
Corient Private Wealth
Florida
$676K -$34.5K -327 -5%
ETC
188
Exchange Traded Concepts
Oklahoma
$666K -$56.6K -537 -8%
SSB
189
Sandy Spring Bank
Maryland
$647K +$211 +2 +0%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$639K
Bessemer Group
191
Bessemer Group
New Jersey
$633K -$5.69K -54 -0.9%
SLA
192
Silver Lake Advisory
Utah
$631K +$619K +5,875 New
NSEDCP
193
NJ State Employees Deferred Compensation Plan
New Jersey
$613K
PVH
194
Psagot Value Holdings
Israel
$605K +$1.79K +17 +0.3%
OCBCO
195
Oversea-Chinese Banking Corp (OCBC)
Singapore
$603K +$592K +5,616 New
PFO
196
Pathstone Family Office
New Jersey
$579K -$139K -1,323 -20%
Axa
197
Axa
France
$577K
BF
198
Brogan Financial
Tennessee
$572K
Asset Management One
199
Asset Management One
Japan
$557K
I
200
InceptionR
California
$540K -$277K -2,623 -34%