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BGC Group

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
176
Vanguard Personalized Indexing Management
California
$414K +$39.9K +3,566 +10%
KFS
177
Keynote Financial Services
Connecticut
$405K -$392 -35 -0.1%
X
178
Xponance
Pennsylvania
$403K +$36.9K +3,300 +10%
Mariner
179
Mariner
Kansas
$394K +$412K +36,817 New
HIM
180
Hillsdale Investment Management
Ontario, Canada
$387K +$336 +30 +0.1%
AIP
181
Ameritas Investment Partners
Nebraska
$366K +$44.2K +3,954 +13%
EA
182
Enclave Advisors
Texas
$355K +$372K +33,225 New
Cerity Partners
183
Cerity Partners
New York
$353K +$98.3K +8,787 +36%
CIA
184
Concurrent Investment Advisors
Florida
$353K +$370K +33,029 New
EWA
185
Emergent Wealth Advisors
New York
$344K – – –
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$338K +$22.9K +2,050 +7%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$320K +$69.3K +6,192 +26%
MYIA
188
Mount Yale Investment Advisors
Colorado
$306K +$4.33K +387 +1%
PCM
189
Permanent Capital Management
Illinois
$303K – – –
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$302K +$42.3K +3,778 +15%
MFS
191
Mirabella Financial Services
United Kingdom
$291K +$305K +27,268 New
Truist Financial
192
Truist Financial
North Carolina
$290K -$48.8K -4,359 -14%
HighTower Advisors
193
HighTower Advisors
Illinois
$288K -$201K -17,967 -40%
GC
194
Globeflex Capital
California
$285K +$2.17K +194 +0.7%
TRCT
195
Tower Research Capital (TRC)
New York
$282K +$1.69K +151 +0.6%
SO
196
STRS Ohio
Ohio
$272K +$163K +14,600 +135%
RIA
197
Realta Investment Advisors
Delaware
$270K -$2.79K -249 -1%
AHL
198
Abel Hall LLC
Louisiana
$266K +$5.79K +518 +2%
BL
199
BFSG LLC
California
$262K -$3.24K -290 -1%
VRS
200
Virginia Retirement Systems
Virginia
$254K +$266K +23,800 New