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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
201
Transatlantique Private Wealth
New York
$495K
AIP
202
Ameritas Investment Partners
Nebraska
$493K +$85.3K +821 +20%
FHB
203
First Hawaiian Bank
Hawaii
$486K -$4.16K -40 -0.8%
TWM
204
Tradition Wealth Management
Minnesota
$483K
HC
205
Henshaw Capital
Massachusetts
$482K +$494K +4,756 New
Schroder Investment Management Group
206
Schroder Investment Management Group
United Kingdom
$476K -$28.5K -274 -5%
Creative Planning
207
Creative Planning
Kansas
$469K +$143K +1,374 +42%
DIM
208
DC Investments Management
Virginia
$462K
SRC
209
Sage Rhino Capital
California
$459K +$520 +5 +0.1%
SOW
210
State of Wyoming
Wyoming
$459K +$432K +4,155 +1,117%
LCM
211
Legato Capital Management
California
$447K +$459K +4,415 New
FG
212
Foster Group
Iowa
$443K +$14.4K +139 +3%
MM
213
MQS Management
New York
$421K +$119K +1,143 +38%
CGH
214
Crossmark Global Holdings
Texas
$408K -$42.9K -413 -9%
X
215
Xponance
Pennsylvania
$389K -$13.4K -129 -3%
HFS
216
Hantz Financial Services
Michigan
$388K -$20.9K -201 -5%
Vanguard Personalized Indexing Management
217
Vanguard Personalized Indexing Management
California
$386K +$30.8K +296 +8%
GC
218
Gilbert & Cook
Iowa
$373K
SIMG
219
Sonora Investment Management Group
Arizona
$367K
Capstone Investment Advisors
220
Capstone Investment Advisors
New York
$365K +$374K +3,600 New
CP
221
CenterBook Partners
Connecticut
$357K +$366K +3,524 New
HM
222
Harvest Management
New York
$355K +$52K +500 +17%
MOS
223
MGO One Seven
Ohio
$352K -$14.2K -137 -4%
NYLIM
224
New York Life Investment Management
New York
$352K -$56.7K -546 -14%
API
225
Advisor Partners II
California
$349K +$358K +3,447 New