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Name Holding Trade Value Shares
Change
Change in
Stake
DTL
101
Dynamic Technology Lab
Singapore
$702K +$654K +13,803 New
MWM
102
Mission Wealth Management
California
$677K -$15.9K -336 -2%
MGWM
103
Marks Group Wealth Management
Minnesota
$677K -$160K -3,368 -20%
SWS
104
SYSTM Wealth Solutions
Illinois
$675K -$56.4K -1,190 -8%
Cerity Partners
105
Cerity Partners
New York
$670K +$155K +3,273 +33%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$666K +$620K +13,098 New
Corient Private Wealth
107
Corient Private Wealth
Florida
$658K +$612K +12,932 New
EAM
108
Eagle Asset Management
Florida
$652K +$144K +3,042 +31%
YCM
109
Yousif Capital Management
Michigan
$645K
State Street
110
State Street
Massachusetts
$641K +$88K +1,858 +18%
BCM
111
Bayesian Capital Management
New York
$638K +$594K +12,540 New
SIA
112
Schechter Investment Advisors
Michigan
$619K -$139K -2,943 -19%
1832 Asset Management
113
1832 Asset Management
Ontario, Canada
$591K +$550K +11,612 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$590K +$31.8K +672 +6%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$586K +$219K +4,634 +67%
BP
116
Ballentine Partners
Massachusetts
$585K -$34K -717 -6%
PA
117
Profund Advisors
Maryland
$582K +$41.3K +873 +8%
QI
118
Qtron Investments
Massachusetts
$569K -$217K -4,575 -29%
GT
119
Glenmede Trust
Pennsylvania
$546K +$30.8K +650 +6%
II
120
Inspire Investing
Idaho
$533K +$496K +10,470 New
Vanguard Personalized Indexing Management
121
Vanguard Personalized Indexing Management
California
$527K +$68.2K +1,440 +16%
Prudential Financial
122
Prudential Financial
New Jersey
$519K +$379K +7,997 +117%
API
123
Advisor Partners II
California
$514K +$193K +4,083 +68%
ICM
124
IMS Capital Management
Oregon
$509K
GI
125
Gradient Investments
Minnesota
$500K -$67.9K -1,433 -13%