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CorVel

Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
126
Mutual of America Capital Management
New York
$344K -$19.1K -285 -5%
KWM
127
Kolinsky Wealth Management
New Jersey
$338K +$22.7K +339 +7%
GCP
128
GSA Capital Partners
United Kingdom
$321K +$333K +4,974 New
II
129
Inspire Investing
Idaho
$310K +$34.5K +516 +12%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$310K
CIM
131
Contravisory Investment Management
Massachusetts
$305K
VF
132
Virtu Financial
New York
$303K +$314K +4,695 New
Creative Planning
133
Creative Planning
Kansas
$282K -$155K -2,316 -35%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$280K -$12.2K -183 -4%
JMPWA
135
JP Morgan Private Wealth Advisors
California
$274K -$34.3K -513 -11%
SW
136
SkyOak Wealth
Michigan
$270K +$280K +4,182 New
Corient Private Wealth
137
Corient Private Wealth
Florida
$268K -$6.63K -99 -2%
ProShare Advisors
138
ProShare Advisors
Maryland
$265K +$19.1K +285 +7%
RWM
139
Revisor Wealth Management
Ohio
$262K -$4.82K -72 -2%
LTAS
140
Linden Thomas Advisory Services
North Carolina
$251K +$260K +3,885 New
IWC
141
Integrated Wealth Concepts
Massachusetts
$244K -$803 -12 -0.3%
JF
142
Jump Financial
Illinois
$243K -$1.98M -29,532 -89%
PAM
143
Panagora Asset Management
Massachusetts
$241K +$250K +3,729 New
PMEF
144
Point72 Middle East FZE
United Arab Emirates
$237K +$122K +1,821 +98%
BRWA
145
B. Riley Wealth Advisors
Florida
$236K +$245K +3,654 New
EAM
146
Erste Asset Management
Austria
$233K
XT
147
XTX Topco
Cayman Islands
$222K -$153K -2,292 -40%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$218K +$7.23K +108 +3%
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$213K
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$213K