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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
301
Vestmark Advisory Solutions
Massachusetts
$276K +$26.4K +272 +10%
PCM
302
Prelude Capital Management
New York
$274K +$279K +2,878 New
VCA
303
Verdence Capital Advisors
Maryland
$272K +$277K +2,854 New
LFAS
304
Level Four Advisory Services
Texas
$268K +$273K +2,817 New
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$267K – – –
MS
306
Maven Securities
Jersey
$256K +$262K +2,701 New
KBC Group
307
KBC Group
Belgium
$248K – – –
WAM
308
World Asset Management
Michigan
$247K -$9.41K -97 -4%
RJFSA
309
Raymond James Financial Services Advisors
Florida
$247K +$10.7K +110 +4%
HCM
310
Hilton Capital Management
New York
$234K -$29.2K -301 -11%
CNC
311
Canandaigua National Corp
New York
$229K +$233K +2,404 New
PCP
312
Proficio Capital Partners
Massachusetts
$228K +$232K +2,391 New
CI
313
Cigna Investments
Connecticut
$217K -$32K -330 -13%
Creative Planning
314
Creative Planning
Kansas
$215K -$39K -402 -15%
MIAS
315
Mason Investment Advisory Services
Virginia
$212K +$215K +2,220 New
OQS
316
Occudo Quantitative Strategies
Florida
$208K +$211K +2,178 New
BCA
317
Biltmore Capital Advisors
New Jersey
$208K +$211K +2,179 New
PMAS
318
PNC Managed Account Solutions
Texas
$193K +$197K +2,029 New
AIM
319
Anchor Investment Management
South Carolina
$173K – – –
BAM
320
Belpointe Asset Management
Nevada
$169K +$172K +1,775 New
AF
321
Advisornet Financial
Minnesota
$162K – – –
EVM
322
Eaton Vance Management
Massachusetts
$159K +$129K +1,335 +413%
SOW
323
State of Wyoming
Wyoming
$159K +$161K +1,664 New
NIMI
324
Natixis Investment Managers International
France
$153K +$42.1K +434 +37%
FCA
325
FinTrust Capital Advisors
South Carolina
$148K – – –