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Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
226
Geode Capital Management
Massachusetts
$410K -$12.5K -1,322 -3%
GIC
227
Generali Investments CEE
Czech Republic
$409K
KFS
228
Keynote Financial Services
Connecticut
$409K -$3.7K -393 -0.9%
Truist Financial
229
Truist Financial
North Carolina
$403K -$20.6K -2,192 -5%
WSCM
230
Wellington Shields Capital Management
New York
$403K +$14.1K +1,500 +4%
CCM
231
Chiron Capital Management
Florida
$398K +$112K +11,900 +41%
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$397K +$385K +40,911 New
PEAK6
233
PEAK6
Illinois
$397K +$297K +31,551 +338%
CWM
234
Cadence Wealth Management
Massachusetts
$396K +$384K +40,814 New
YCM
235
Yousif Capital Management
Michigan
$392K +$35K +3,715 +10%
Zurich Cantonal Bank
236
Zurich Cantonal Bank
Switzerland
$391K +$68K +7,222 +22%
MCM
237
Massar Capital Management
Connecticut
$388K
Vanguard Personalized Indexing Management
238
Vanguard Personalized Indexing Management
California
$379K -$58.6K -6,218 -14%
RCM
239
Radnor Capital Management
Pennsylvania
$370K -$13.2K -1,400 -4%
CCA
240
Checchi Capital Advisers
California
$364K +$1.43K +152 +0.4%
ASN
241
Advisory Services Network
Georgia
$362K +$94.2K +10,000 +36%
CFO
242
Callan Family Office
Pennsylvania
$357K +$346K +36,733 New
LBA
243
Letko, Brosseau & Associates
Quebec, Canada
$356K
IQI
244
Integrated Quantitative Investments
Washington
$349K
AI
245
Atom Investors
Texas
$333K +$323K +34,306 New
SBH
246
Segall Bryant & Hamill
Illinois
$329K -$283K -30,000 -47%
FAM
247
Fulcrum Asset Management
United Kingdom
$329K +$319K +33,835 New
EF
248
Empowered Funds
Pennsylvania
$326K +$155K +16,480 +96%
CI
249
Corient IA
Florida
$325K
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$315K +$78.4K +8,320 +37%