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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
426
Industrial Alliance Investment Management
Quebec, Canada
$254K +$251K +1,948 New
US Bancorp
427
US Bancorp
Minnesota
$252K +$11.5K +89 +5%
RIA
428
Regal Investment Advisors
Michigan
$250K +$7.48K +58 +3%
Cerity Partners
429
Cerity Partners
New York
$246K +$242K +1,874 New
PRC
430
Pearl River Capital
Michigan
$245K +$242K +1,877 New
RGC
431
Roberts, Glore & Co
Illinois
$242K
EF
432
Empirical Finance
Pennsylvania
$242K +$239K +1,854 New
OTL
433
Oak Thistle LLC
New York
$239K +$236K +1,832 New
6M
434
6 Meridian
Kansas
$235K +$1.29K +10 +0.6%
Brown Advisory
435
Brown Advisory
Maryland
$233K
MWM
436
Modera Wealth Management
New Jersey
$233K +$231K +1,788 New
Vontobel Holding
437
Vontobel Holding
Switzerland
$233K +$233K +1,806 New
IRF
438
IBM Retirement Fund
New York
$232K -$162K -1,253 -41%
GKWIM
439
Gerber Kawasaki Wealth & Investment Management
California
$220K -$43.9K -340 -17%
BFM
440
Boothbay Fund Management
New York
$219K +$217K +1,681 New
PA
441
Profund Advisors
Maryland
$216K +$213K +1,653 New
EHAM
442
Eagle Harbor Asset Management
Washington
$215K +$212K +1,647 New
AC
443
Addison Capital
Pennsylvania
$213K +$211K +1,633 New
ST
444
Smithfield Trust
Pennsylvania
$212K
SLA
445
Silver Lake Advisory
Utah
$211K +$209K +1,617 New
PWP
446
Principle Wealth Partners
Connecticut
$209K +$206K +1,600 New
SP
447
Symmetry Partners
Connecticut
$205K -$68.1K -528 -25%
GT
448
Glenmede Trust
Pennsylvania
$205K +$203K +1,577 New
AIM
449
ARK Investment Management
Florida
$196K +$194K +1,505 New
PA
450
Parallel Advisors
California
$195K +$65.8K +510 +52%