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Name Holding Trade Value Shares
Change
Change in
Stake
MGP
176
Metis Global Partners
California
$465K -$13.1K -433 -2%
CA
177
Clearstead Advisors
Ohio
$454K +$527K +17,410 New
EGM
178
Engineers Gate Manager
New York
$442K +$85.6K +2,826 +20%
NS
179
NBC Securities
Alabama
$442K -$5.03K -166 -1%
S
180
Storgate
Texas
$436K +$7.17K +237 +1%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$431K -$133K -4,392 -21%
ACA
182
AYAL Capital Advisors
Ontario, Canada
$430K +$90.8K +3,000 +22%
Neuberger Berman Group
183
Neuberger Berman Group
New York
$425K +$94.6K +3,124 +24%
CG
184
Caprock Group
Idaho
$416K -$9.63K -318 -2%
Squarepoint
185
Squarepoint
New York
$407K +$473K +15,611 New
SOW
186
State of Wyoming
Wyoming
$406K +$78.7K +2,598 +20%
Creative Planning
187
Creative Planning
Kansas
$393K +$24.2K +798 +6%
SA
188
Sanctuary Advisors
Indiana
$369K +$47K +1,554 +12%
Corient Private Wealth
189
Corient Private Wealth
Florida
$368K +$39.1K +1,293 +10%
PUI
190
Purpose Unlimited Inc
$366K +$353K +11,673 +480%
Royal London Asset Management
191
Royal London Asset Management
United Kingdom
$365K
Cerity Partners
192
Cerity Partners
New York
$360K +$13.8K +456 +3%
Truist Financial
193
Truist Financial
North Carolina
$360K -$38.1K -1,260 -8%
LOAMS
194
Lombard Odier Asset Management (Switzerland)
Switzerland
$347K +$403K +13,300 New
PWP
195
Principle Wealth Partners
Connecticut
$343K
ACM
196
Aquatic Capital Management
Illinois
$333K +$387K +12,796 New
AWP
197
Abacus Wealth Partners
California
$329K +$8.57K +283 +2%
DB
198
Danske Bank
Denmark
$323K -$133K -4,388 -26%
S
199
SignatureFD
Georgia
$321K +$12.4K +411 +3%
HighTower Advisors
200
HighTower Advisors
Illinois
$301K +$350K +11,567 New