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Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Horizon Investments
North Carolina
$631K -$1.93M -50,451 -75%
GC
227
Guggenheim Capital
Illinois
$629K -$8.92K -233 -1%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$622K -$807K -21,078 -56%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$620K -$199K -5,188 -24%
IWA
230
Icon Wealth Advisors
Texas
$610K -$26.9K -704 -4%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$605K
FAMI
232
Fideuram Asset Management (Ireland)
$603K +$621K +16,226 New
AS
233
Altshuler Shaham
Israel
$595K
PAS
234
Park Avenue Securities
New York
$572K +$95.4K +2,492 +19%
ECM
235
Evergreen Capital Management
Washington
$543K +$195K +5,099 +54%
QCG
236
Quadrant Capital Group
Ohio
$537K +$2.33K +61 +0.4%
VOYA Investment Management
237
VOYA Investment Management
Georgia
$532K +$82.8K +2,164 +18%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$527K +$161K +4,199 +42%
NAAA
239
New Age Alpha Advisors
New York
$522K +$537K +14,028 New
KBC Group
240
KBC Group
Belgium
$515K +$40.4K +1,057 +8%
X
241
Xponance
Pennsylvania
$511K -$113K -2,946 -18%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$509K -$529K -13,820 -50%
AI
243
AdvisorShares Investments
Maryland
$489K +$75.5K +1,974 +18%
WAM
244
Watershed Asset Management
California
$466K +$479K +12,529 New
IPW
245
Impact Partnership Wealth
Georgia
$462K +$476K +12,435 New
EWA
246
Exit Wealth Advisors
Georgia
$458K +$472K +12,324 New
William Blair & Company
247
William Blair & Company
Illinois
$455K -$6.31K -165 -1%
SWM
248
Sendero Wealth Management
Texas
$442K
Federated Hermes
249
Federated Hermes
Pennsylvania
$434K -$179K -4,682 -29%
PFM
250
Premier Fund Managers
United Kingdom
$425K +$430K +11,231 New