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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
376
Bartlett & Co Wealth Management
Ohio
$319K
EWA
377
Exencial Wealth Advisors
Oklahoma
$316K +$328K +963 New
PA
378
Profund Advisors
Maryland
$313K
II
379
Inspire Investing
Idaho
$309K +$6.46K +19 +2%
RIM
380
Redpoint Investment Management
Australia
$307K
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$305K -$1.08M -3,175 -77%
CFG
382
Citizens Financial Group
Rhode Island
$304K
UCI
383
Uncommon Cents Investing
Wisconsin
$299K
SPIA
384
Steward Partners Investment Advisory
New York
$299K +$42.5K +125 +16%
RC
385
Roundview Capital
New Jersey
$298K -$5.1K -15 -2%
Nomura Holdings
386
Nomura Holdings
Japan
$290K -$191K -561 -39%
FTDI
387
First Trust Direct Indexing
Massachusetts
$290K +$21.1K +62 +8%
TMAM
388
Tokio Marine Asset Management
Japan
$289K +$113K +331 +60%
FC
389
Financial Consulate
Maryland
$288K +$33.3K +98 +13%
NFC
390
Northeast Financial Consultants
Connecticut
$279K
TCM
391
Tandem Capital Management
New Jersey
$278K -$618K -1,817 -68%
MPCG
392
Matrix Private Capital Group
New York
$278K
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$274K -$11.2K -33 -4%
Vanguard Personalized Indexing Management
394
Vanguard Personalized Indexing Management
California
$270K +$280K +822 New
ESCM
395
Echo Street Capital Management
New York
$268K -$120K -354 -30%
O
396
Ossiam
France
$268K +$61.6K +181 +28%
TI
397
Tidal Investments
Wisconsin
$267K +$49.7K +146 +22%
NFG
398
Nations Financial Group
Iowa
$266K
BMC
399
Beaton Management Company
Massachusetts
$263K
FC
400
FORA Capital
Florida
$262K +$272K +798 New