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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
176
World Investment Advisors
California
$396K +$375K +5,000 New
I
177
InceptionR
California
$394K -$95.9K -1,277 -20%
GAM
178
Groupama Asset Management
France
$381K
HC
179
Henshaw Capital
Massachusetts
$381K
TPW
180
Transatlantique Private Wealth
New York
$377K -$61.7K -822 -15%
TWM
181
Tradition Wealth Management
Minnesota
$377K
VFA
182
Voya Financial Advisors
Connecticut
$374K -$33.8K -450 -9%
Principal Financial Group
183
Principal Financial Group
Iowa
$371K -$160K -2,132 -31%
BC
184
Burney Company
Virginia
$368K -$7.16M -95,400 -95%
AI
185
Atria Investments
North Carolina
$361K -$32.4K -431 -9%
DIM
186
DC Investments Management
Virginia
$361K
SRC
187
Sage Rhino Capital
California
$360K +$3.15K +42 +0.9%
SEC
188
Seven Eight Capital
New York
$351K -$1.27M -16,965 -79%
PAS
189
Park Avenue Securities
New York
$345K -$56.8K -757 -15%
Prudential Financial
190
Prudential Financial
New Jersey
$345K -$192K -2,561 -37%
NC
191
nVerses Capital
Florida
$340K +$82.6K +1,100 +34%
RAG
192
RIA Advisory Group
Iowa
$328K +$311K +4,146 New
OQS
193
Occudo Quantitative Strategies
Florida
$326K -$1.1M -14,678 -78%
CWM
194
Congress Wealth Management
Massachusetts
$326K +$310K +4,125 New
BHCM
195
Brevan Howard Capital Management
Jersey
$320K +$304K +4,044 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$318K -$9.01K -120 -3%
FG
197
Foster Group
Iowa
$318K -$4.35K -58 -1%
SG Americas Securities
198
SG Americas Securities
New York
$306K -$968K -12,893 -77%
CC
199
Corton Capital
Ontario, Canada
$304K -$126K -1,678 -30%
Vanguard Personalized Indexing Management
200
Vanguard Personalized Indexing Management
California
$300K -$44.1K -587 -13%