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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Segment Wealth Management
Texas
$900K +$848K +26,060 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$871K +$36.1K +1,110 +5%
CCIA
203
Campbell & Co Investment Adviser
Maryland
$830K -$393K -12,088 -33%
X
204
Xponance
Pennsylvania
$823K -$6.67K -205 -0.9%
SPA
205
Sherbrooke Park Advisers
New York
$819K -$521K -16,004 -40%
WCF
206
West Coast Financial
California
$815K -$6.32M -194,301 -89%
QCM
207
Quantinno Capital Management
New York
$776K +$75.4K +2,317 +12%
IIM
208
INTECH Investment Management
Florida
$767K -$409K -12,562 -36%
IC
209
IEQ Capital
California
$763K +$7.06K +217 +1%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$751K +$12.3K +379 +2%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$736K -$13.1K -402 -2%
WAM
212
Wolverine Asset Management
Illinois
$726K +$683K +21,000 New
BWM
213
Biltmore Wealth Management
Arizona
$704K +$488 +15 +0.1%
PHK
214
Point72 Hong Kong
Hong Kong
$690K +$650K +19,984 New
KTA
215
Keeley-Teton Advisors
Illinois
$682K -$63.1K -1,940 -9%
ACA
216
Atlas Capital Advisors
Wyoming
$679K +$32.5K +999 +5%
DCM
217
DGS Capital Management
New Jersey
$678K -$3.42K -105 -0.5%
PMEF
218
Point72 Middle East FZE
United Arab Emirates
$671K +$632K +19,409 New
KI
219
Kapitalo Investimentos
Brazil
$665K +$474K +14,563 +312%
GT
220
Glenmede Trust
Pennsylvania
$650K +$210K +6,446 +52%
HIM
221
Hillsdale Investment Management
Ontario, Canada
$596K +$11.4K +350 +2%
WLG
222
Williamson Legacy Group
Indiana
$595K +$560K +17,223 New
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$592K
VI
224
Vestcor Inc
New Brunswick, Canada
$588K +$179K +5,488 +48%
FI
225
Fractal Investments
Connecticut
$587K