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ACV Auctions

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
101
Morgan Stanley
New York
$403K -$1.65M -83,986 -80%
ISWM
102
Independent Solutions Wealth Management
New York
$393K +$409K +20,857 New
PCIG
103
Partners Capital Investment Group
Massachusetts
$367K +$382K +19,461 New
BSW
104
Buckingham Strategic Wealth
Missouri
$361K -$663K -33,766 -64%
AIM
105
Allen Investment Management
New York
$241K +$251K +12,803 New
PRC
106
Pearl River Capital
Michigan
$219K +$229K +11,647 New
ASRS
107
Arizona State Retirement System
Arizona
$218K +$227K +11,587 New
Janus Henderson Group
108
Janus Henderson Group
$198K +$206K +10,480 New
Legal & General Group
109
Legal & General Group
United Kingdom
$194K +$202K +10,312 New
Osaic Holdings
110
Osaic Holdings
Arizona
$166K +$75K +3,819 +77%
UBS Group
111
UBS Group
Switzerland
$159K -$1.89M -96,452 -92%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$139K +$145K +7,370 New
CWS
113
Confluence Wealth Services
Pennsylvania
$133K +$139K +7,099 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$118K +$88.9K +4,527 +259%
SOW
115
State of Wyoming
Wyoming
$69K +$71.3K +3,634 New
EPM
116
Equitec Proprietary Markets
Illinois
$23K +$23.6K +1,200 New
FHA
117
First Horizon Advisors
Tennessee
$21K +$21.7K +1,105 New
TRCT
118
Tower Research Capital (TRC)
New York
$16K -$51.6K -2,626 -75%
Citigroup
119
Citigroup
New York
$15K -$6.35M -323,215 -100%
SSB
120
Sandy Spring Bank
Maryland
$13K +$2.94K +150 +29%
LFA
121
Level Financial Advisors
New York
$11K +$11.8K +600 New
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.21K
TCA
123
Teewinot Capital Advisers
New York
$9K
CB
124
CNB Bank
Pennsylvania
$6K
ONST
125
Old North State Trust
North Carolina
$3K