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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
501
Vestmark Advisory Solutions
Massachusetts
$233K -$24.9K -291 -10%
LWAM
502
Legacy Wealth Asset Management
Minnesota
$233K +$222K +2,590 New
FMLI
503
Fukoku Mutual Life Insurance
Japan
$231K
QI
504
Qtron Investments
Massachusetts
$230K
CI Investments Inc
505
CI Investments Inc
Ontario, Canada
$228K -$15.5K -181 -7%
MIC
506
Maxi Investments CY
Cyprus
$225K
RB
507
Rodgers Brothers
Pennsylvania
$224K +$213K +2,487 New
CFGS
508
Concourse Financial Group Securities
Alabama
$222K +$35.4K +413 +20%
RT
509
Rockland Trust
Massachusetts
$219K +$209K +2,438 New
JCIA
510
Jackson Creek Investment Advisors
Colorado
$215K +$205K +2,388 New
WA
511
WealthTrust Axiom
Pennsylvania
$215K +$205K +2,392 New
Capstone Investment Advisors
512
Capstone Investment Advisors
New York
$213K -$346K -4,043 -63%
GT
513
Greenleaf Trust
Michigan
$212K +$202K +2,361 New
DWT
514
Dorsey & Whitney Trust
South Dakota
$212K +$202K +2,359 New
MFS
515
Mirabella Financial Services
United Kingdom
$212K +$202K +2,358 New
BPA
516
Beacon Pointe Advisors
California
$212K -$60.2K -703 -23%
FT
517
Fiduciary Trust
Massachusetts
$212K -$55.9K -653 -22%
AAS
518
Avantax Advisory Services
Texas
$211K +$201K +2,346 New
IA
519
IFP Advisors
Florida
$207K +$2.65K +31 +1%
PPC
520
Park Place Capital
Alabama
$206K +$28.3K +330 +17%
MAM
521
Meeder Asset Management
Ohio
$204K
Bank Julius Baer & Co
522
Bank Julius Baer & Co
Switzerland
$201K -$654K -7,636 -77%
PI
523
PGGM Investments
Netherlands
$201K -$318K -3,707 -62%
Brown Advisory
524
Brown Advisory
Maryland
$201K -$36.4K -425 -16%
WI
525
Wahed Invest
New York
$199K +$23.1K +270 +14%