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ACM

Name Holding Trade Value Shares
Change 		Change in
Stake
O
451
Ossiam
France
$237K -$4.93K -52 -2%
CPIG
452
Chicago Partners Investment Group
Illinois
$235K +$270K +2,851 New
MGIA
453
Moneta Group Investment Advisors
Missouri
$235K -$42.6K -450 -14%
QI
454
Qtron Investments
Massachusetts
$235K – – –
EI
455
Ellevest Inc
New York
$235K -$139K -1,466 -35%
PA
456
Profund Advisors
Maryland
$233K -$6.07K -64 -2%
FPAS
457
Focus Partners Advisor Solutions
Missouri
$231K +$258K +2,726 New
MFS
458
Mirabella Financial Services
United Kingdom
$229K +$255K +2,695 New
CFG
459
Citizens Financial Group
Rhode Island
$228K +$255K +2,688 New
MCM
460
Marathon Capital Management
Maryland
$226K +$47.9K +505 +23%
CFM
461
Catalyst Funds Management
Australia
$218K +$244K +2,571 New
SIA
462
Soltis Investment Advisors
Utah
$217K +$243K +2,559 New
PWC
463
Pathfinder Wealth Consulting
North Carolina
$214K -$853 -9 -0.4%
GM
464
GeoWealth Management
Illinois
$212K -$88.2K -931 -27%
SPIA
465
Steward Partners Investment Advisory
New York
$212K +$72.6K +766 +44%
OIMU
466
Osmosis Investment Management UK
United Kingdom
$208K +$233K +2,455 New
WS
467
Wedbush Securities
California
$208K +$232K +2,452 New
CAM
468
Cresset Asset Management
Illinois
$205K -$7.87K -83 -3%
OL
469
Optas LLC
Texas
$204K +$228K +2,409 New
AWA
470
Aaron Wealth Advisors
Illinois
$204K -$1.52K -16 -0.7%
JDLA
471
J. Derek Lewis & Associates
California
$202K – – –
CIAM
472
Caitong International Asset Management
Hong Kong
$194K +$217K +2,290 New
WB
473
Webster Bank
Connecticut
$194K – – –
DMBA
474
Deseret Mutual Benefit Administrators
Utah
$193K +$122K +1,284 +129%
DMIC
475
Dixon Mitchell Investment Counsel
British Columbia, Canada
$188K – – –
17 18
19
20 21