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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$359K -$15.9K -43 -4%
MML Investors Services
202
MML Investors Services
Massachusetts
$356K +$135K +364 +62%
FTDI
203
First Trust Direct Indexing
Massachusetts
$354K -$8.88K -24 -2%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$349K -$13.3K -36 -4%
Corient Private Wealth
205
Corient Private Wealth
Florida
$343K +$341K +920 New
YCM
206
Yousif Capital Management
Michigan
$342K
CAN
207
Cetera Advisor Networks
California
$342K -$24.4K -66 -7%
QCG
208
Quadrant Capital Group
Ohio
$337K -$31.5K -85 -9%
NYLIM
209
New York Life Investment Management
New York
$336K -$6.29K -17 -2%
Pacer Advisors
210
Pacer Advisors
Pennsylvania
$325K +$1.11K +3 +0.3%
SAM
211
Sectoral Asset Management
Quebec, Canada
$317K -$29.6K -80 -9%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$311K +$1.85K +5 +0.6%
QCM
213
Quantinno Capital Management
New York
$251K -$96.6K -261 -28%
BF
214
BOK Financial
Oklahoma
$249K +$247K +668 New
XT
215
XTX Topco
Cayman Islands
$232K +$231K +624 New
PI
216
PEAK6 Investments
Illinois
$224K -$36.3K -98 -14%
EGM
217
Engineers Gate Manager
New York
$224K +$222K +601 New
HNWAG
218
High Net Worth Advisory Group
Florida
$224K
HC
219
Henshaw Capital
Massachusetts
$214K +$212K +574 New
OWM
220
OneAscent Wealth Management
Alabama
$204K +$203K +548 New
API
221
Advisor Partners II
California
$203K -$8.51K -23 -4%
FB
222
Fulton Bank
Pennsylvania
$200K +$2.59K +7 +1%
CI Investments Inc
223
CI Investments Inc
Ontario, Canada
$180K +$149K +403 +510%
PA
224
Parallel Advisors
California
$164K +$3.33K +9 +2%
CUAMC
225
China Universal Asset Management Company
China
$149K +$31.5K +85 +27%