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Name Holding Trade Value Shares
Change
Change in
Stake
MIS
151
Morningstar Investment Services
Illinois
$3.61M -$34M -669,074 -90%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$3.59M +$1.09M +21,389 +40%
Vanguard Personalized Indexing Management
153
Vanguard Personalized Indexing Management
California
$3.48M -$366K -7,204 -9%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$3.48M +$315K +6,195 +9%
CFO
155
Callan Family Office
Pennsylvania
$3.44M +$3.62M +71,240 New
BCI
156
Brinker Capital Investments
Pennsylvania
$3.43M +$350K +6,893 +11%
OPS
157
Orion Portfolio Solutions
Nebraska
$3.43M +$350K +6,893 +11%
Balyasny Asset Management
158
Balyasny Asset Management
Illinois
$3.43M -$30.5M -600,655 -89%
Jane Street
159
Jane Street
New York
$3.35M +$2.11M +41,573 +149%
PAS
160
Park Avenue Securities
New York
$3.33M +$438K +8,615 +14%
CCMINC
161
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.32M +$65.2K +1,282 +2%
UCFA
162
United Capital Financial Advisors
Texas
$3.31M -$139K -2,734 -4%
CICC
163
Capital Investment Counsel (Colorado)
Colorado
$3.28M +$74.8K +1,471 +2%
GT
164
Glenmede Trust
Pennsylvania
$3.25M +$69.9K +1,374 +2%
SIS
165
Sound Income Strategies
Florida
$3.25M +$3.42M +67,304 +156,521%
CCA
166
Catalyst Capital Advisors
New York
$3.24M
MWAM
167
Manhattan West Asset Management
California
$3.23M +$53.8K +1,058 +2%
4WM
168
44 Wealth Management
Oregon
$3.22M -$256K -5,031 -7%
FFM
169
Forum Financial Management
Illinois
$3.22M +$1.47M +28,879 +76%
NB
170
Northwest Bancshares
Pennsylvania
$3.18M +$2.09M +41,127 +166%
Kovitz Investment Group Partners
171
Kovitz Investment Group Partners
Illinois
$3.15M +$248K +4,868 +8%
CUAMC
172
China Universal Asset Management Company
China
$3.08M +$387K +7,615 +14%
Optiver Holding
173
Optiver Holding
Netherlands
$3.07M -$21.5M -423,629 -87%
SPIA
174
Steward Partners Investment Advisory
New York
$2.89M +$341K +6,701 +13%
YCM
175
Yousif Capital Management
Michigan
$2.88M +$1.05M +20,690 +53%