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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
226
Nicholas Hoffman & Company
Georgia
$791K
Federated Hermes
227
Federated Hermes
Pennsylvania
$781K -$20.5K -340 -3%
OTL
228
Oak Thistle LLC
New York
$776K +$792K +13,149 New
CRC
229
Curi RMB Capital
Illinois
$748K
CAN
230
Cetera Advisor Networks
California
$746K -$25.9K -431 -3%
BNP Paribas Financial Markets
231
BNP Paribas Financial Markets
France
$746K +$243K +4,032 +47%
IFU
232
iSAM Funds (UK)
United Kingdom
$746K +$761K +12,643 New
Marshall Wace
233
Marshall Wace
United Kingdom
$744K +$759K +12,610 New
LTAS
234
Linden Thomas Advisory Services
North Carolina
$744K +$25K +415 +3%
EI
235
Ethic Inc
New York
$742K +$278K +4,613 +58%
AAM
236
Advisors Asset Management
Colorado
$740K -$26.1K -434 -3%
MLA
237
My Legacy Advisors
Oregon
$718K +$6.68K +111 +0.9%
SOADOR
238
State of Alaska Department of Revenue
Alaska
$716K -$77.9K -1,294 -10%
LBA
239
Lowell Blake & Associates
Massachusetts
$714K
HFG
240
Heron Financial Group
New York
$714K +$17.5K +290 +2%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$703K -$180K -2,990 -20%
X
242
Xponance
Pennsylvania
$703K -$61.7K -1,025 -8%
GFA
243
Gallagher Fiduciary Advisors
Illinois
$695K -$37.1K -616 -5%
SRC
244
Shufro Rose & Co
New York
$689K -$33.2K -552 -5%
GAM
245
Gotham Asset Management
New York
$684K -$272K -4,516 -28%
CWM
246
Congress Wealth Management
Massachusetts
$676K +$689K +11,449 New
ECM
247
ExodusPoint Capital Management
New York
$675K +$688K +11,430 New
KeyBank National Association
248
KeyBank National Association
Ohio
$675K -$7.83K -130 -1%
Handelsbanken Fonder
249
Handelsbanken Fonder
Sweden
$671K
CAG
250
Csenge Advisory Group
Florida
$658K -$12.8K -212 -2%