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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
201
Vanguard Personalized Indexing Management
California
$276K -$299K -18,551 -50%
LIP
202
Lighthouse Investment Partners
Florida
$272K +$103K +6,389 +55%
Verition Fund Management
203
Verition Fund Management
Connecticut
$269K +$287K +17,786 New
RA
204
Royce & Associates
New York
$247K
HighTower Advisors
205
HighTower Advisors
Illinois
$236K -$16.5K -1,022 -6%
VPI
206
Value Partners Investments
Manitoba, Canada
$231K +$27.6K +1,716 +13%
KWMG
207
King Wealth Management Group
Florida
$222K
T
208
TOBAM
France
$220K -$58K -3,600 -25%
LI
209
Louisbourg Investments
New Brunswick, Canada
$216K +$2.25K +140 +1%
OC
210
Oppenheimer & Co
New York
$208K +$20.2K +1,257 +10%
PSFG
211
Prairie Sky Financial Group
Illinois
$202K
SC
212
Saturna Capital
Washington
$200K -$399K -24,800 -65%
Assenagon Asset Management
213
Assenagon Asset Management
Luxembourg
$194K -$13.5K -835 -6%
IA
214
IFP Advisors
Florida
$193K +$175K +10,872 +578%
GAM
215
Gotham Asset Management
New York
$192K -$1.73M -107,094 -89%
BCI
216
Brinker Capital Investments
Pennsylvania
$184K -$55.7K -3,460 -22%
OPS
217
Orion Portfolio Solutions
Nebraska
$184K -$55.7K -3,460 -22%
Creative Planning
218
Creative Planning
Kansas
$182K +$5.16K +320 +3%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$181K -$478K -29,648 -71%
SEC
220
Seven Eight Capital
New York
$179K -$753K -46,743 -80%
ACA
221
American Capital Advisory
Idaho
$178K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$175K +$182K +11,322 +5,218%
Corient Private Wealth
223
Corient Private Wealth
Florida
$167K +$2.3K +143 +1%
JAM
224
JCIC Asset Management
Ontario, Canada
$166K -$3.42M -212,590 -95%
VEA
225
Virtus ETF Advisers
New York
$164K +$11.2K +694 +7%