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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
401
Siemens Fonds Invest
Germany
$223K +$192K +2,134 New
MLL
402
Moody Lynn & Lieberson
Massachusetts
$217K +$186K +2,068 New
APG
403
Abacus Planning Group
South Carolina
$216K +$186K +2,062 New
PJSIMP
404
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K +$185K +2,050 New
CCM
405
Coldstream Capital Management
Washington
$211K +$182K +2,016 New
CI
406
Cigna Investments
Connecticut
$210K +$181K +2,009 New
CT
407
Caldwell Trust
Florida
$209K
STA
408
Summit Trail Advisors
New York
$208K +$179K +1,983 New
SCA
409
Snowden Capital Advisors
New York
$205K +$176K +1,954 New
BC
410
Bridgefront Capital
Texas
$203K +$175K +1,942 New
FTDI
411
First Trust Direct Indexing
Massachusetts
$203K +$175K +1,942 New
Wealthfront Advisers
412
Wealthfront Advisers
California
$201K +$173K +1,922 New
SIA
413
Schechter Investment Advisors
Michigan
$201K +$173K +1,921 New
FPAS
414
Focus Partners Advisor Solutions
Missouri
$200K +$172K +1,911 New
SWM
415
Spire Wealth Management
Virginia
$190K -$2.43K -27 -1%
LS
416
Livforsakringsbolaget Skandia
Sweden
$167K +$117K +1,300 +433%
CF
417
Corebridge Financial
Texas
$165K -$4.69K -52 -3%
ARMT
418
Amica Retiree Medical Trust
Rhode Island
$152K +$131K +1,453 New
WPWM
419
Western Pacific Wealth Management
Illinois
$145K +$125K +1,382 New
Jones Financial Companies
420
Jones Financial Companies
Missouri
$134K +$107K +1,187 +1,109%
HFM
421
Harvest Fund Management
China
$131K +$113K +1,255 New
Mirae Asset Global ETFs Holdings
422
Mirae Asset Global ETFs Holdings
Hong Kong
$128K -$84.2K -934 -43%
CPA
423
Capital Performance Advisors
California
$128K +$110K +1,220 New
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
$126K -$2.19M -24,244 -95%
NIMI
425
Natixis Investment Managers International
France
$116K