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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
576
Freedom Investment Management
Connecticut
$347K +$267K +4,246 New
GF
577
Gries Financial
Ohio
$347K -$41.8K -666 -14%
VDBMI
578
Van Den Berg Management I
Texas
$343K -$25.4K -405 -9%
CFA
579
Cahill Financial Advisors
Minnesota
$337K +$259K +4,124 New
MA
580
MONECO Advisors
Connecticut
$334K +$257K +4,084 New
CCM
581
Coldstream Capital Management
Washington
$328K +$252K +4,014 New
Acadian Asset Management
582
Acadian Asset Management
Massachusetts
$326K +$229K +3,649 +1,019%
YCM
583
Yousif Capital Management
Michigan
$322K +$248K +3,944 New
OAM
584
Ostrum Asset Management
France
$320K
DWM
585
Darwin Wealth Management
Florida
$318K +$245K +3,898 New
NAM
586
NorthCrest Asset Manangement
Minnesota
$315K +$243K +3,860 New
DFCM
587
Dark Forest Capital Management
Puerto Rico
$311K +$239K +3,803 New
CI
588
Cigna Investments
Connecticut
$304K +$234K +3,725 New
PP
589
Prudential plc
United Kingdom
$299K +$230K +3,664 New
KeyBank National Association
590
KeyBank National Association
Ohio
$287K +$221K +3,517 New
HFAS
591
Hummer Financial Advisory Services
Illinois
$286K +$220K +3,500 New
AFG
592
Atomi Financial Group
New York
$285K +$219K +3,488 New
William Blair & Company
593
William Blair & Company
Illinois
$284K +$218K +3,475 New
PCS
594
Personal CFO Solutions
New Jersey
$281K -$47.8K -761 -18%
OAM
595
Oxford Asset Management
United Kingdom
$279K +$215K +3,420 New
Nomura Holdings
596
Nomura Holdings
Japan
$278K +$214K +3,400 New
SWA
597
Sax Wealth Advisors
New Jersey
$273K +$210K +3,340 New
RIM
598
Rakuten Investment Management
Japan
$256K +$182K +2,890 +1,175%
FHA
599
First Horizon Advisors
Tennessee
$255K -$28.7K -456 -13%
HCM
600
Hodges Capital Management
Texas
$255K +$196K +3,125 New