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BILL Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$441K -$2.36M -64,146 -84%
NAAA
202
New Age Alpha Advisors
New York
$432K +$194K +5,273 +79%
SFP
203
Shepherd Financial Partners
Massachusetts
$431K -$77.5K -2,105 -15%
TSS
204
Two Sigma Securities
New York
$424K +$432K +11,730 New
BAM
205
Blueshift Asset Management
New Jersey
$419K +$427K +11,599 New
FCM
206
Fieldview Capital Management
Michigan
$417K +$425K +11,540 New
Holocene Advisors
207
Holocene Advisors
New York
$414K +$421K +11,436 New
QC
208
Quent Capital
New York
$403K -$1.29K -35 -0.3%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$401K +$409K +11,100 New
X
210
Xponance
Pennsylvania
$392K +$14.1K +384 +4%
Wells Fargo
211
Wells Fargo
California
$379K -$323K -8,755 -45%
PEAK6
212
PEAK6
Illinois
$371K +$269K +7,315 +249%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$367K
Vanguard Personalized Indexing Management
214
Vanguard Personalized Indexing Management
California
$349K -$269K -7,299 -43%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$341K +$347K +9,417 New
PAG
216
Private Advisory Group
Washington
$339K -$7.18K -195 -2%
BIM
217
Barton Investment Management
Pennsylvania
$337K -$179K -4,870 -34%
EWM
218
Elevatus Welath Management
New York
$331K +$337K +9,160 New
IMC Chicago
219
IMC Chicago
Illinois
$328K +$334K +9,066 New
BCM
220
Bourgeon Capital Management
Connecticut
$316K +$322K +8,750 New
RCA
221
Resonant Capital Advisors
Wisconsin
$316K +$14.4K +392 +5%
JFG
222
Jefferies Financial Group
New York
$311K +$58.9K +1,600 +23%
Capstone Investment Advisors
223
Capstone Investment Advisors
New York
$304K
SAM
224
Securian Asset Management
Minnesota
$293K +$5.86K +159 +2%
Creative Planning
225
Creative Planning
Kansas
$292K -$490K -13,295 -62%