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Tradeweb Markets

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
301
Polymer Capital Management
New York
$828K +$959K +7,458 New
SW
302
SVB Wealth
Massachusetts
$817K -$264K -2,053 -22%
TI
303
Tidal Investments
Wisconsin
$817K +$126K +981 +15%
KRS
304
Kentucky Retirement Systems
Kentucky
$812K -$15K -117 -2%
VA
305
Vident Advisory
Georgia
$809K -$3.31M -25,760 -78%
BF
306
BOK Financial
Oklahoma
$805K -$2.96K -23 -0.3%
Schroder Investment Management Group
307
Schroder Investment Management Group
United Kingdom
$787K -$15.5M -120,253 -94%
GC
308
Guggenheim Capital
Illinois
$761K -$22.5K -175 -2%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$754K +$873K +6,794 New
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$744K -$399K -3,104 -32%
SRL
311
Scientech Research LLC
New Jersey
$735K +$852K +6,626 New
SCM
312
Sterling Capital Management
North Carolina
$735K -$64.9K -505 -7%
MWM
313
Maridea Wealth Management
New York
$732K +$864K +6,724 New
Federated Hermes
314
Federated Hermes
Pennsylvania
$723K -$2.57M -20,007 -75%
Osaic Holdings
315
Osaic Holdings
Arizona
$710K -$1.16K -9 -0.1%
DT
316
Diversified Trust
Tennessee
$705K +$222K +1,724 +37%
HighTower Advisors
317
HighTower Advisors
Illinois
$698K -$239K -1,863 -23%
PIM
318
Plato Investment Management
Australia
$696K
URS
319
Utah Retirement Systems
Utah
$684K
AF
320
Advisornet Financial
Minnesota
$676K -$56.4K -439 -7%
GIBU
321
Gulf International Bank (UK)
United Kingdom
$671K
GAG
322
Goodman Advisory Group
Massachusetts
$669K +$775K +6,027 New
Mariner
323
Mariner
Kansas
$662K -$693K -5,392 -47%
FRA
324
Frank Rimerman Advisors
California
$655K +$2.7K +21 +0.4%
FT
325
Fiduciary Trust
Massachusetts
$652K -$44.5K -346 -6%