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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
Synergy Financial Group
California
$413K
FRM
202
Fox Run Management
Connecticut
$403K -$931K -10,420 -70%
VA
203
Vident Advisory
Georgia
$395K +$384K +4,299 New
SMDAM
204
Sumitomo Mitsui DS Asset Management
Japan
$390K -$2.06K -23 -0.5%
NAM
205
NorthCrest Asset Manangement
Minnesota
$384K
GC
206
Guggenheim Capital
Illinois
$374K +$364K +4,079 New
MG
207
Marex Group
$374K -$71.6K -801 -16%
QCM
208
Quantinno Capital Management
New York
$369K +$359K +4,019 New
Point72 Asset Management
209
Point72 Asset Management
Connecticut
$356K +$346K +3,876 New
MIM
210
MetLife Investment Management
New Jersey
$330K
Creative Planning
211
Creative Planning
Kansas
$326K +$48.6K +544 +18%
CCM
212
Cinctive Capital Management
New York
$325K +$316K +3,542 New
Corient Private Wealth
213
Corient Private Wealth
Florida
$317K +$8.85K +99 +3%
US Bancorp
214
US Bancorp
Minnesota
$316K -$1.16K -13 -0.4%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$311K +$303K +3,386 New
Nordea Investment Management
216
Nordea Investment Management
Sweden
$310K
Vanguard Personalized Indexing Management
217
Vanguard Personalized Indexing Management
California
$304K +$24.5K +274 +9%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$292K -$309K -3,464 -52%
LNWWM
219
Laird Norton Wetherby Wealth Management
California
$281K -$2.86K -32 -1%
SGA
220
Seaport Global Advisors
Massachusetts
$281K +$273K +3,060 New
S
221
SignatureFD
Georgia
$274K +$7.5K +84 +3%
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
$272K -$6.61M -74,040 -96%
YCM
223
Yousif Capital Management
Michigan
$265K -$3.22K -36 -1%
State Board of Administration of Florida Retirement System
224
State Board of Administration of Florida Retirement System
Florida
$261K -$75.9K -850 -23%
IFG
225
Independent Financial Group
California
$253K -$3.04K -34 -1%