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Name Holding Trade Value Shares
Change
Change in
Stake
BHB
201
Bank Hapoalim BM
Israel
$692K +$313K +2,545 +59%
AWM
202
Avitas Wealth Management
California
$673K +$342K +2,777 +71%
PCM
203
Prelude Capital Management
New York
$623K +$765K +6,209 New
PWA
204
Phoenix Wealth Advisors
North Carolina
$611K +$745K +6,048 New
CAM
205
Cresset Asset Management
Illinois
$583K +$716K +5,812 New
FP
206
Financial Perspectives
Minnesota
$579K +$442K +3,588 +164%
Prudential Financial
207
Prudential Financial
New Jersey
$563K +$368K +2,989 +114%
APA
208
American Portfolios Advisors
New York
$555K +$445K +3,616 +188%
BM
209
Brandywine Managers
Delaware
$550K +$202K +1,641 +43%
SOMRS
210
State of Michigan Retirement System
Michigan
$528K +$648K +5,262 New
MW
211
Marcum Wealth
Ohio
$524K +$246K +2,000 +62%
XWM
212
Xcel Wealth Management
Florida
$496K +$609K +4,948 New
DLG
213
Daniel L. Goodwin
$496K +$610K +4,950 New
SIMS
214
SPT Invest Management Sarl
Luxembourg
$495K +$608K +4,933 New
VFM
215
Vivid Financial Management
California
$480K -$117K -949 -17%
KAS
216
Kestra Advisory Services
Texas
$479K +$267K +2,169 +83%
SRC
217
Shufro Rose & Co
New York
$479K +$588K +4,777 New
OIA
218
OneDigital Investment Advisors
Kansas
$472K +$579K +4,701 New
M&T Bank
219
M&T Bank
New York
$469K +$384K +3,115 +201%
B
220
Bailard
California
$455K +$559K +4,538 New
Balyasny Asset Management
221
Balyasny Asset Management
Illinois
$454K +$558K +4,528 New
CI
222
Clal Insurance
Israel
$451K +$554K +4,500 New
BFM
223
Boothbay Fund Management
New York
$449K +$182K +1,479 +49%
SSA
224
Schonfeld Strategic Advisors
New York
$441K +$541K +4,393 New
SPIA
225
Steward Partners Investment Advisory
New York
$418K +$95.7K +777 +23%