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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
401
William Blair & Company
Illinois
$233K +$239K +6,753 New
CRC
402
Curi RMB Capital
Illinois
$233K +$237K +6,693 New
PWM
403
Partnership Wealth Management
Maryland
$233K – – –
CIA
404
Concurrent Investment Advisors
Florida
$232K +$238K +6,731 New
AWM
405
Accurate Wealth Management
Florida
$232K -$16.5K -467 -7%
SO
406
STRS Ohio
Ohio
$232K +$55.7K +1,576 +31%
BWCS
407
Beirne Wealth Consulting Services
Connecticut
$231K -$14.1K -400 -6%
EC
408
EntryPoint Capital
New York
$231K – – –
SAM
409
Smartleaf Asset Management
Massachusetts
$229K – – –
JWM
410
Jeppson Wealth Management
California
$228K – – –
LTAS
411
Linden Thomas Advisory Services
North Carolina
$227K +$5.23K +148 +2%
UB
412
UMB Bank
Missouri
$227K +$7.39K +209 +3%
DC
413
Davenport & Co
Virginia
$225K -$71 -2 -0%
CIBC Asset Management
414
CIBC Asset Management
Ontario, Canada
$224K – – –
BL
415
BFSG LLC
California
$223K +$15.2K +430 +7%
SCM
416
Sterling Capital Management
North Carolina
$223K -$26.5K -750 -10%
PI
417
PFG Investments
New York
$223K +$177 +5 +0.1%
AF
418
Allworth Financial
California
$222K +$40.9K +1,156 +22%
ZIM
419
Zacks Investment Management
Illinois
$221K -$141K -3,987 -38%
NDSIB
420
North Dakota State Investment Board
North Dakota
$221K +$3.85K +109 +2%
SC
421
Savant Capital
Illinois
$220K +$220K +6,210 New
HFM
422
Harvest Fund Management
China
$220K -$2.86K -81 -1%
SPC
423
Sigma Planning Corp
Michigan
$217K -$9.47K -268 -4%
IA
424
Invested Advisors
Pennsylvania
$215K +$2.51K +71 +1%
NAS
425
Nykredit A/S
Denmark
$212K +$217K +6,135 New