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Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
476
Financial Advocates Investment Management
Washington
$359K +$5.29K +25 +2%
Arrowstreet Capital
477
Arrowstreet Capital
Massachusetts
$357K -$442K -2,089 -56%
SWM
478
Shakespeare Wealth Management
Wisconsin
$354K
HPM
479
Hoxton Planning & Management
West Virginia
$351K -$22.4K -106 -6%
GS
480
GTS Securities
Florida
$349K +$336K +1,587 New
PA
481
Profund Advisors
Maryland
$348K +$14.4K +68 +4%
TIAA Trust, National Association
482
TIAA Trust, National Association
North Carolina
$342K -$1.69K -8 -0.5%
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$332K +$45.7K +216 +17%
HFAS
484
Hummer Financial Advisory Services
Illinois
$330K
AO
485
Advisor OS
Illinois
$328K +$8.46K +40 +3%
BWG
486
Berry Wealth Group
Texas
$326K +$314K +1,483 New
OFS
487
OneAscent Financial Services
Alabama
$326K -$41.9K -198 -12%
Lido Advisors
488
Lido Advisors
California
$326K +$49.9K +236 +19%
ACIM
489
Azimuth Capital Investment Management
Michigan
$325K +$25.4K +120 +9%
PWPS
490
Pinnacle Wealth Planning Services
Ohio
$322K -$634 -3 -0.2%
CL
491
Choreo LLC
Illinois
$320K +$308K +1,457 New
BFG
492
Bleakley Financial Group
New Jersey
$319K -$27.1K -128 -8%
SS
493
Simplicity Solutions
Minnesota
$319K -$27.1K -128 -8%
BHCM
494
Brevan Howard Capital Management
Jersey
$319K +$307K +1,451 New
FIM
495
Freedom Investment Management
Connecticut
$315K +$19.5K +92 +7%
NIM
496
NEOS Investment Management
Connecticut
$310K +$298K +1,408 New
JIC
497
Johnson Investment Counsel
Ohio
$307K
IGAM
498
iA Global Asset Management
Quebec, Canada
$305K -$2.75K -13 -0.9%
DC
499
Davenport & Co
Virginia
$304K
BCWM
500
Bartlett & Co Wealth Management
Ohio
$303K +$211K +1,000 +272%