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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
201
Brown Brothers Harriman & Co
New York
$497K – – –
HWM
202
HB Wealth Management
Georgia
$495K – – –
IIM
203
INTECH Investment Management
Florida
$493K +$31.9K +459 +6%
Principal Financial Group
204
Principal Financial Group
Iowa
$484K +$39.7K +571 +8%
EFH
205
Eaton Financial Holdings
Florida
$478K +$548K +7,889 New
HAM
206
Hyperion Asset Management
Australia
$471K – – –
LFAS
207
Level Four Advisory Services
Texas
$458K +$526K +7,569 New
VF
208
Virtu Financial
New York
$444K +$509K +7,326 New
BLAM
209
Bourne Lent Asset Management
New York
$438K – – –
HCA
210
Harbour Capital Advisors
Virginia
$426K – – –
Vanguard Personalized Indexing Management
211
Vanguard Personalized Indexing Management
California
$409K +$19.2K +276 +4%
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$394K – – –
LPL Financial
213
LPL Financial
California
$384K -$13.6K -196 -3%
SPA
214
Sherbrooke Park Advisers
New York
$383K +$439K +6,320 New
CC
215
Cipher Capital
New York
$368K -$736K -10,591 -64%
Capstone Investment Advisors
216
Capstone Investment Advisors
New York
$367K -$464K -6,677 -52%
X
217
Xponance
Pennsylvania
$365K +$12.2K +175 +3%
AI
218
Atom Investors
Texas
$349K +$401K +5,764 New
GC
219
Guggenheim Capital
Illinois
$348K +$77.5K +1,115 +24%
RJA
220
Raymond James & Associates
Florida
$347K +$33.8K +486 +9%
GCP
221
GSA Capital Partners
United Kingdom
$324K +$121K +1,741 +48%
M&T Bank
222
M&T Bank
New York
$318K +$15.2K +219 +4%
Mariner
223
Mariner
Kansas
$317K +$39.8K +573 +12%
WIM
224
WealthPlan Investment Management
Nebraska
$300K +$227K +3,266 +193%
BC
225
Bridgefront Capital
Texas
$300K +$344K +4,955 New