Vault-13

STAGWELL INC STGW

COM CL A · Common Stock · CUSIP 85256A109

163 institutional holders +16 vs Q3 2024
92,230,98492.2m shares reported held*
$607.0mreported value*
26 new 50 added 49 reduced 14 sold out net bought ≈ $4.5m (+685.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.58. Options: 5 managers hold calls ($625.4k notional), 2 hold puts ($1.3k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 105Q4 22: 110Q1 23: 147Q2 23: 133Q3 23: 141Q4 23: 143Q1 24: 135Q2 24: 130Q3 24: 147Q4 24: 163163Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022105
Q4 2022110
Q1 2023147
Q2 2023133
Q3 2023141
Q4 2023143
Q1 2024135
Q2 2024130
Q3 2024147
Q4 2024163

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 23: 98 bought or addedQ1 23: 43 cut or sold outQ2 23: 78 bought or addedQ2 23: 71 cut or sold outQ2 23Q3 23: 79 bought or addedQ3 23: 61 cut or sold outQ4 23: 75 bought or addedQ4 23: 60 cut or sold outQ4 23Q1 24: 62 bought or addedQ1 24: 67 cut or sold outQ2 24: 60 bought or addedQ2 24: 58 cut or sold outQ2 24Q3 24: 69 bought or addedQ3 24: 50 cut or sold outQ4 24: 76 bought or addedQ4 24: 63 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20239843
Q2 20237871
Q3 20237961
Q4 20237560
Q1 20246267
Q2 20246058
Q3 20246950
Q4 20247663

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ1 24 calls: $2.8mQ1 24 puts: $342.7kQ1 24P/C 0.12Q2 24 calls: $1.6mQ2 24 puts: $255.8kQ2 24P/C 0.16Q3 24 calls: $1.1mQ3 24 puts: $110.9kQ3 24P/C 0.10Q4 24 calls: $625.4kQ4 24 puts: $1.3kQ4 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2024$2.8m$342.7k0.12
Q2 2024$1.6m$255.8k0.16
Q3 2024$1.1m$110.9k0.10
Q4 2024$625.4k$1.3k0.00

Biggest buyers

JPMORGAN CHASE & CO Added +1,115,561+1.1m
683 Capital Management, LLC Added +365,000+365.0k
FIRST TRUST ADVISORS LP New +200,000+200.0k
NORTHERN TRUST CORP Added +185,103+185.1k
UBS Group AG Added +180,835+180.8k
Boston Partners Added +101,318+101.3k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +98,367+98.4k
PRICE T ROWE ASSOCIATES INC /MD/ Added +72,708+72.7k
PRUDENTIAL FINANCIAL INC New +67,135+67.1k
Campbell & CO Investment Adviser LLC New +60,148+60.1k

Biggest sellers

SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -452,402-452.4k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -407,900-407.9k
Lighthouse Investment Partners, LLC Sold out -246,615-246.6k
CastleKnight Management LP Sold out -237,566-237.6k
Penn Capital Management Company, LLC Reduced -222,090-222.1k
VANGUARD GROUP INC Reduced -175,776-175.8k
NATIONAL BANK OF CANADA /FI/ Reduced -158,970-159.0k
Bank of New York Mellon Corp Reduced -82,243-82.2k
MORGAN STANLEY Reduced -63,396-63.4k
BlackRock, Inc. Reduced -63,152-63.2k

Biggest calls

WOLVERINE TRADING, LLC Added $529.3k80.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $67.1k10.2k shares
CITADEL ADVISORS LLC Reduced $29.0k4.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Reduced $0100 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $1.3k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BALLMER STEVEN A 13D · may seek influence new · filed 2025-04-25
Stated purposeThe Reporting Persons own the securities reported herein for investment purposes. The Reporting Persons may change their investment intent at any time and may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, and/or may seek to acquire additional securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer) from time to time, in each case, in open market or private transactions or otherwise. The Reporting Persons also may communicate with the board of directors of the Issuer (the "Board"), members of management and/or other stockholders of the Issuer from time to time with a view to enhancing stockholder value. Any transaction that the Reporting Persons may pursue may be made at any ti… Full filing
 43.5% new 116.0m≈ $862.2m 2025-04-25
Stagwell Group LLC 13D · may seek influence no change · filed 2026-01-13
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On December 15, 2025, Mark J. Penn transferred 2,000,000 shares of Class A Common Stock to Stagwell Group in order to correct a distribution of shares by Stagwell Group to Mark J. Penn on July 17, 2025. Full filing
 11.6% no change 29.4m≈ $218.2m 2026-01-13
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13G · institution +1.4 pts · filed 2025-11-14 8.1% +1.4 pts 21.0m≈ $156.3m 2025-11-14

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q1 23: 1 buyingQ1 23: 2 sellingQ2 23: 2 buyingQ2 23: 0 sellingQ2 23Q3 23: 2 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 2 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20231$5.1m2$105.5m—
Q2 20232$42.2k0——
Q3 20232$44.1k0——
Q4 20230—0——
Q1 20242$130.0k0——
Q2 20240—1$25.4m—
Q3 20240—0——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.41% of their portfolio Los Angeles, CA 18,778,72018.8m $123.6m $123.6m 0.41% Reduced -407.9k -407,900
2 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 12,852,74812.9m $84.6m $84.6m 0.02% Reduced -5.5k -5,537
3 Madison Avenue Partners, LP 4.98% of their portfolio NEW YORK, NY 7,147,6627.1m $47.0m $47.0m 4.98% Unchanged
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 6,841,3016.8m $45.0m $45.0m 0.00% Reduced -63.2k -63,152
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,399,2685.4m $35.5m $35.5m 0.00% Reduced -175.8k -175,776
6 SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio London, X0 4,858,2794.9m $32.1m $32.1m 0.03% Reduced -452.4k -452,402
7 AltraVue Capital, LLC 1.28% of their portfolio BELLEVUE, WA 2,339,4502.3m $15.4m $15.4m 1.28% Unchanged
8 Boston Partners 0.02% of their portfolio BOSTON, MA 2,333,5932.3m $15.4m $15.4m 0.02% Added +101.3k +101,318
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,207,2702.2m $14.5m $14.5m 0.00% Reduced -22.8k -22,829
10 CIDEL ASSET MANAGEMENT INC 0.90% of their portfolio TORONTO, A6 2,039,6802.0m $13.4m $13.4m 0.90% Unchanged
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,013,6342.0m $13.2m $13.2m 0.00% Added +52.6k +52,613
12 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,730,1531.7m $11.4m $11.4m 0.00% Added +51.3k +51,341
13 Penn Capital Management Company, LLC 1.08% of their portfolio PHILADELPHIA, PA 1,670,9281.7m $11.0m $11.0m 1.08% Reduced -222.1k -222,090
14 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 1,612,3331.6m $10.6m $10.6m 0.01% Added +7.0k +6,992
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 1,592,2311.6m $10.5m $10.5m 0.01% Reduced -271 -271
16 HARBOR CAPITAL ADVISORS, INC. 0.36% of their portfolio CHICAGO, IL 1,266,7831.3m $8.3m $8.3m 0.36% Added +25.2k +25,189
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,193,3551.2m $7.9m $7.9m 0.00% Added +1.1m +1,115,561
18 First Pacific Advisors, LP 0.11% of their portfolio EL SEGUNDO, CA 1,123,5161.1m $7.4m $7.4m 0.11% Added +50.8k +50,805
19 Stanley Capital Management, LLC 1.22% of their portfolio HOUSTON, TX 950,342950.3k $6.3m $6.3m 1.22% Unchanged
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 950,179950.2k $6.3m $6.3m 0.00% Added +185.1k +185,103
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 800,703800.7k $5.3m $5.3m 0.00% Added +6.7k +6,742
22 683 Capital Management, LLC 0.49% of their portfolio NEW YORK, NY 750,000750.0k $4.9m $4.9m 0.49% Added +365.0k +365,000
23 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 622,361622.4k $4.1m $4.1m 0.01% Added +1.8k +1,759
24 Hillsdale Investment Management Inc. 0.19% of their portfolio Toronto, A6 578,700578.7k $3.8m $3.8m 0.19% Added +4.2k +4,200
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 555,631555.6k $3.7m $3.7m 0.00% Reduced -63.4k -63,396
26 My Personal CFO, LLC 1.87% of their portfolio VANCOUVER, WA 555,029555.0k $3.7m $3.7m 1.87% Reduced -12.4k -12,411
27 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 530,817530.8k $3.5m $3.5m 0.00% Added +72.7k +72,708
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 507,291507.3k $3.3m $3.3m 0.00% Reduced -21.2k -21,237
29 Legato Capital Management LLC 0.40% of their portfolio San Francisco, CA 469,290469.3k $3.1m $3.1m 0.40% Unchanged
30 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 373,527373.5k $2.5m $2.5m 0.01% Reduced -14.0k -13,975
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 351,397351.4k $2.3m $2.3m 0.00% Added +2.0k +1,974
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 351,185351.2k $2.3m $2.3m 0.00% Reduced -82.2k -82,243
33 CORRADO ADVISORS, LLC 1.35% of their portfolio RAMSEY, NJ 315,713315.7k $2.1m $2.1m 1.35% Unchanged
34 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 305,467305.5k $2.0m $2.0m 0.00% Added +98.4k +98,367
35 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 299,124299.1k $2.0m $2.0m 0.00% Reduced -159.0k -158,970
36 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 294,119294.1k $1.9m $1.9m 0.00% Reduced -20.3k -20,305
37 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 289,157289.2k $1.9m $1.9m 0.00% Reduced -8.8k -8,775
38 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 257,708257.7k $1.7m $1.7m 0.00% Reduced -1.5k -1,521
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 240,803240.8k $1.6m $1.6m 0.00% Added +180.8k +180,835
40 Pacific Ridge Capital Partners, LLC 0.33% of their portfolio LAKE OSWEGO, OR 220,096220.1k $1.4m $1.4m 0.33% Unchanged
41 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 200,000200.0k $1.3m $1.3m 0.00% New
42 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 197,222197.2k $1.3m $1.3m 0.00% Reduced -21.0k -20,954
43 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 180,472180.5k $1.2m $1.2m 0.00% Added +3.7k +3,653
44 Swiss National Bank 0.00% of their portfolio ZURICH, V8 175,500175.5k $1.2m $1.2m 0.00% Unchanged
45 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 169,923169.9k $1.1m $1.1m 0.00% Reduced -9.1k -9,147
46 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 160,520160.5k $1.1m $1.1m 0.00% Added +17.3k +17,261
47 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 149,442149.4k $983.3k $983.3k 0.00% Added +15.0k +15,021
48 Villanova Investment Management Co LLC 0.84% of their portfolio WAYNE, PA 143,649143.6k $945.2k $945.2k 0.84% Added +14.1k +14,064
49 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 137,447137.4k $904.4k $904.4k 0.00% Reduced -3.1k -3,129
50 Huber Capital Management LLC 0.16% of their portfolio EL SEGUNDO, CA 124,405124.4k $818.6k $818.6k 0.16% Unchanged
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 107,722107.7k $708.8k $708.8k 0.00% Added +11.6k +11,570
52 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 107,580107.6k $707.9k $707.9k 0.00% Unchanged
53 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,106106.1k $698.2k $698.2k 0.00% Reduced -1.0k -1,047
54 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 99,65599.7k $655.7k $655.7k 0.00% Added +55.0k +55,049
55 Legal & General Group Plc 0.00% of their portfolio London, X0 96,03296.0k $631.9k $631.9k 0.00% Added +14.0k +14,046
56 Clear Harbor Asset Management, LLC 0.05% of their portfolio Stamford, CT 94,86894.9k $624.2k $624.2k 0.05% Reduced -17.5k -17,499
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 93,01293.0k $612.0k $612.0k 0.00% Reduced -9.0k -8,957
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 90,45490.5k $595.2k $595.2k 0.00% Reduced -59.1k -59,052
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 89,44389.4k $588.5k $588.5k 0.00% Added +19.8k +19,835
60 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 86,09986.1k $566.5k $566.5k 0.00% Unchanged
61 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 84,80084.8k $558.0k $558.0k 0.00% Unchanged
62 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 84,15884.2k $553.8k $553.8k 0.00% Reduced -5.0k -5,000
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 83,33383.3k $548.3k $548.3k 0.00% Reduced -1.4k -1,437
64 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 79,27379.3k $521.6k $521.6k 0.00% Added +32.5k +32,472
65 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 74,78774.8k $492.1k $492.1k 0.01% Added +57.1k +57,070
66 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 70,19370.2k $461.9k $461.9k 0.01% Added +32.7k +32,712
67 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 67,13567.1k $441.7k $441.7k 0.00% New
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 65,78765.8k $432.9k $432.9k 0.00% Added +10.1k +10,105
69 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 63,25663.3k $416.2k $416.2k 0.00% Reduced -1 -1
70 TRUE Private Wealth Advisors 0.05% of their portfolio Salem, OR 61,00261.0k $401.4k $401.4k 0.05% Added +38.7k +38,694
71 Campbell & CO Investment Adviser LLC 0.03% of their portfolio BALTIMORE, MD 60,14860.1k $395.8k $395.8k 0.03% New
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 57,25657.3k $376.7k $376.7k 0.00% Reduced -7.3k -7,284
73 CCG WEALTH MANAGEMENT, LLC 0.21% of their portfolio SAN DIEGO, CA 56,42356.4k $371.3k $371.3k 0.21% Reduced -3.5k -3,480
74 CALDWELL SUTTER CAPITAL, INC. 0.16% of their portfolio SAUSALITO, CA 53,70053.7k $353.3k $353.3k 0.16% Reduced -4.0k -4,000
75 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 51,63051.6k $339.7k $339.7k 0.00% Added +8.5k +8,482
76 Institute for Wealth Management, LLC. 0.04% of their portfolio DENVER, CO 49,66249.7k $326.8k $326.8k 0.04% Unchanged
77 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 48,94448.9k $322.1k $322.1k 0.00% Added +1.9k +1,892
78 Perennial Advisors, LLC 0.07% of their portfolio NEW YORK, NY 47,50047.5k $312.6k $312.6k 0.07% First filing
79 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 46,60946.6k $306.7k $306.7k 0.00% Added +27.3k +27,288
80 AlphaQuest LLC 0.04% of their portfolio New York, NY 44,56444.6k $293.2k $293.2k 0.04% New
81 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 42,76142.8k $281.4k $281.4k 0.00% Reduced -3.2k -3,228
82 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 41,30741.3k $271.8k $271.8k 0.00% Added +6.9k +6,929
83 Portfolio Design Labs, LLC 0.06% of their portfolio ENCINO, CA 41,21441.2k $271.2k $271.2k 0.06% New
84 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 39,62139.6k $260.7k $260.7k 0.00% Reduced -730 -730
85 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 38,73538.7k $254.9k $254.9k 0.00% Added +25.2k +25,177
86 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 36,49836.5k $240.2k $240.2k 0.00% New
87 FOX RUN MANAGEMENT, L.L.C. 0.04% of their portfolio GREENWICH, CT 36,34936.3k $239.2k $239.2k 0.04% New
88 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 36,00136.0k $236.3k $236.3k 0.00% Unchanged
89 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 35,60535.6k $234.3k $234.3k 0.01% Unchanged
90 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 35,60035.6k $234.2k $234.2k 0.00% New
91 Corton Capital Inc. 0.13% of their portfolio Carrying Place, A6 35,57435.6k $234.1k $234.1k 0.13% Added +8.7k +8,700
92 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 34,93534.9k $229.9k $229.9k 0.00% Added +2.4k +2,378
93 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,75034.8k $228.7k $228.7k 0.00% Reduced -5.3k -5,324
94 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 32,29932.3k $212.5k $212.5k 0.00% Reduced -1.6k -1,593
95 FMR LLC 0.00% of their portfolio BOSTON, MA 31,36031.4k $206.3k $206.3k 0.00% Added +14.5k +14,529
96 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 30,89030.9k $203.3k $203.3k 0.00% Unchanged
97 OPTIMIZE FINANCIAL INC. 0.15% of their portfolio IRVINE, CA 30,75530.8k $202.4k $202.4k 0.15% First filing
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 30,02130.0k $198.4k $198.4k 0.00% Reduced -20.0k -20,000
99 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 30,00030.0k $197.4k $197.4k 0.01% New
100 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.08% of their portfolio WALTHAM, MA 29,20829.2k $192.2k $192.2k 0.08% Unchanged