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Certara

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
226
Wilmington Savings Fund Society
Delaware
$432 +$372 +66 New
Jones Financial Companies
227
Jones Financial Companies
Missouri
$426 – – –
PMFA
228
Plante Moran Financial Advisors
Michigan
$419 +$361 +64 New
PFBT
229
Parkside Financial Bank & Trust
Missouri
$393 +$180 +32 +114%
GWM
230
Gilpin Wealth Management
Colorado
$249 +$73 +13 +52%
TFA
231
Transamerica Financial Advisors
Florida
$235 +$90 +16 +80%
SS
232
SBI Securities
Japan
$203 – – –
S
233
Sachetta
Massachusetts
$184 +$158 +28 New
AWM
234
Activest Wealth Management
Florida
$177 -$643 -114 -81%
CT
235
Clearstead Trust
Maine
$105 -$1.48K -263 -94%
SWM
236
SHP Wealth Management
Massachusetts
$85 -$293 -52 -80%
DCM
237
Davis Capital Management
Florida
$59 +$51 +9 New
MCM
238
MV Capital Management
Maryland
$33 -$321 -57 -92%
HFS
239
Hughes Financial Services
Virginia
$7 -$11 -2 -67%
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
– -$16.9M -2,960,963 Closed
GCM
241
Geneva Capital Management
Wisconsin
– -$15.6M -2,743,484 Closed
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
– -$15.5M -2,720,040 Closed
BBHC
243
Brown Brothers Harriman & Co
New York
– -$14.3M -2,507,163 Closed
Jane Street
244
Jane Street
New York
– -$7.31M -1,281,858 Closed
HF
245
HRT Financial
New York
– -$4.95M -868,627 Closed
TCM
246
Topline Capital Management
California
– -$4.27M -749,497 Closed
Select Equity Group
247
Select Equity Group
New York
– -$3.5M -613,935 Closed
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
– -$2.52M -442,548 Closed
YIH
249
Y-Intercept (HK)
Hong Kong
– -$1.98M -347,433 Closed
TGY2IT
250
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$1.65M -289,295 Closed