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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$134K +$124K +12,989 New
AAS
227
Avantax Advisory Services
Texas
$130K -$73.4K -7,696 -38%
BB
228
Bell Bank
North Dakota
$129K
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
$122K +$12.5K +1,309 +13%
Principal Financial Group
230
Principal Financial Group
Iowa
$121K +$5.37K +563 +5%
PWMA
231
Pension & Wealth Management Advisors
Massachusetts
$121K -$147K -15,446 -57%
Russell Investments Group
232
Russell Investments Group
United Kingdom
$118K +$76.5K +8,022 +239%
PCM
233
Prelude Capital Management
New York
$114K +$105K +11,060 New
Connor, Clark & Lunn Investment Management (CC&L)
234
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$113K +$105K +10,963 New
OL
235
one8zero8 LLC
North Carolina
$112K
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$109K +$100K +10,527 New
NCM
237
NCM Capital Management
New Jersey
$108K
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$106K
Pathstone Holdings
239
Pathstone Holdings
New Jersey
$104K -$5.98K -627 -6%
OWA
240
Opal Wealth Advisors
New York
$85.9K +$486 +51 +0.6%
SAM
241
Shell Asset Management
Netherlands
$79K -$7.63K -800 -9%
CPBTD
242
Central Pacific Bank - Trust Division
Hawaii
$67.3K
SWM
243
Spire Wealth Management
Virginia
$61.3K -$2.77K -290 -5%
AB
244
Amalgamated Bank
New York
$58K
KBC Group
245
KBC Group
Belgium
$54K -$29.3K -3,067 -37%
SCM
246
Sterling Capital Management
North Carolina
$47.9K +$24.5K +2,569 +125%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$33.6K
SS
248
Sunbelt Securities
Texas
$31.5K +$1.76K +185 +7%
HT
249
Headlands Technologies
Illinois
$29K -$57K -5,971 -68%
PCM
250
PenderFund Capital Management
British Columbia, Canada
$25.7K +$9.63K +1,010 +69%