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Name Holding Trade Value Shares
Change
Change in
Stake
EGA
101
Eagle Global Advisors
Texas
$7.06M +$37.6K +1,930 +0.6%
PAS
102
Park Avenue Securities
New York
$7.05M +$1.22M +62,640 +23%
AI
103
Aperture Investors
New York
$6.96M -$7.08M -363,435 -53%
BCI
104
Brinker Capital Investments
Pennsylvania
$6.74M -$314K -16,111 -5%
OPS
105
Orion Portfolio Solutions
Nebraska
$6.74M -$314K -16,111 -5%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$6.74M -$556K -28,567 -8%
PHS
107
Pekin Hardy Strauss
Illinois
$6.5M -$915K -46,963 -13%
BL
108
BFSG LLC
California
$6.13M +$5.64M +289,471 New
Vanguard Personalized Indexing Management
109
Vanguard Personalized Indexing Management
California
$6.12M +$660K +33,904 +13%
IPW
110
Inlet Private Wealth
Florida
$6.11M -$304K -15,600 -5%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$6.09M -$5.79K -297 -0.1%
ATIA
112
American Trust Investment Advisors
New Hampshire
$6.07M +$110K +5,645 +2%
Alkeon Capital Management
113
Alkeon Capital Management
New York
$5.82M
LIP
114
Lighthouse Investment Partners
Florida
$5.7M -$2.55M -131,046 -33%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$5.67M +$290K +14,876 +6%
Corient Private Wealth
116
Corient Private Wealth
Florida
$5.65M -$364K -18,668 -7%
SA
117
Sanctuary Advisors
Indiana
$5.62M -$20.2M -1,034,824 -80%
SIA
118
Sit Investment Associates
Minnesota
$5.33M
SF
119
Synovus Financial
Georgia
$5.33M -$13.1K -675 -0.3%
State Street
120
State Street
Massachusetts
$5.16M +$386K +19,809 +9%
Boston Partners
121
Boston Partners
Massachusetts
$5.15M +$539K +27,650 +13%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$5.14M -$15.7M -806,728 -77%
OC
123
Oppenheimer & Co
New York
$5.08M +$100K +5,148 +2%
DC
124
Davenport & Co
Virginia
$4.91M -$313K -16,079 -6%
BCAM
125
Boston Common Asset Management
Massachusetts
$4.84M -$363K -18,654 -8%