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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$225K -$592K -96,818 -75%
Polen Capital Management
252
Polen Capital Management
Florida
$222K +$199K +32,520 New
IAA
253
Independent Advisor Alliance
North Carolina
$221K -$2.56K -419 -1%
CAM
254
Cresset Asset Management
Illinois
$220K +$612 +100 +0.3%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$220K +$17.3K +2,832 +10%
Walleye Trading
256
Walleye Trading
New York
$212K +$43.1K +7,039 +29%
CC
257
Centiva Capital
New York
$208K +$187K +30,561 New
Neuberger Berman Group
258
Neuberger Berman Group
New York
$206K -$1.53K -251 -0.8%
WA
259
WBH Advisory
Maryland
$195K
SFWA
260
Summit Financial Wealth Advisors
Louisiana
$192K +$97.9K +16,000 +132%
MAS
261
Meeder Advisory Services
Ohio
$190K +$43K +7,026 +34%
PL
262
Plancorp LLC
Missouri
$189K +$538 +88 +0.3%
WCM
263
Winebrenner Capital Management
Kentucky
$186K
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$178K +$70.4K +11,510 +70%
IAN
265
Integrated Advisors Network
Texas
$177K +$36.5K +5,974 +30%
AIP
266
Almanack Investment Partners
Pennsylvania
$176K +$158K +25,750 New
NAS
267
Nykredit A/S
Denmark
$175K +$157K +25,673 New
SO
268
STRS Ohio
Ohio
$173K -$15.3K -2,497 -9%
DTL
269
Dynamic Technology Lab
Singapore
$171K +$154K +25,118 New
BCI
270
Brinker Capital Investments
Pennsylvania
$171K +$90.2K +14,745 +143%
GRP
271
Global Retirement Partners
California
$169K +$152K +24,833 New
SWP
272
Stratos Wealth Partners
Ohio
$167K +$41.7K +6,823 +39%
WIA
273
World Investment Advisors
California
$166K +$563 +92 +0.2%
PCM
274
Prelude Capital Management
New York
$163K -$119K -19,377 -45%
ETC
275
Exchange Traded Concepts
Oklahoma
$161K +$66.4K +10,863 +85%