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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
176
Vanguard Personalized Indexing Management
California
$1.94M +$159K +2,830 +10%
RIA
177
Recurrent Investment Advisors
Texas
$1.91M
ECM
178
ExodusPoint Capital Management
New York
$1.88M -$1.14M -20,327 -40%
SAM
179
Silvercrest Asset Management
New York
$1.87M
SWA
180
Stratos Wealth Advisors
Ohio
$1.87M +$134K +2,386 +9%
PGFC
181
Peapack-Gladstone Financial Corp
New Jersey
$1.85M +$233K +4,147 +16%
RPC
182
Rossmore Private Capital
Connecticut
$1.84M -$28.1K -500 -2%
FFM
183
Forum Financial Management
Illinois
$1.81M -$1.57K -28 -0.1%
MIM
184
Montgomery Investment Management
Maryland
$1.81M
CCIA
185
Campbell & Co Investment Adviser
Maryland
$1.79M +$1.63M +28,910 New
S
186
SignatureFD
Georgia
$1.75M +$396K +7,049 +33%
CL
187
CSS LLC
Illinois
$1.66M
WA
188
Wambolt & Associates
Colorado
$1.65M +$174K +3,101 +13%
SFP
189
Shepherd Financial Partners
Massachusetts
$1.65M +$331K +5,882 +28%
SG
190
Stonnington Group
California
$1.64M +$612K +10,878 +79%
RWA
191
Rainsberger Wealth Advisors
Colorado
$1.63M +$13.5K +240 +0.9%
RCM
192
RNC Capital Management
California
$1.62M +$9.9K +176 +0.7%
Two Sigma Investments
193
Two Sigma Investments
New York
$1.6M -$26.9M -477,694 -95%
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.6M +$851K +15,132 +143%
WI
195
Wintrust Investments
Illinois
$1.59M -$70.9K -1,260 -5%
NB
196
Northwest Bancshares
Pennsylvania
$1.56M -$8.21K -146 -0.6%
Schroder Investment Management Group
197
Schroder Investment Management Group
United Kingdom
$1.54M +$33.1K +588 +2%
NFG
198
Norris Financial Group
South Carolina
$1.54M +$13K +232 +0.9%
JWM
199
Jeppson Wealth Management
California
$1.51M +$60.3K +1,072 +5%
ASN
200
Advisory Services Network
Georgia
$1.51M -$92.6K -1,647 -6%