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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Aquatic Capital Management
Illinois
$363K +$353K +9,500 New
Creative Planning
152
Creative Planning
Kansas
$355K +$74.6K +2,008 +28%
OQS
153
Occudo Quantitative Strategies
Florida
$346K -$553K -14,891 -62%
FWM
154
Focused Wealth Management
New York
$345K
Victory Capital Management
155
Victory Capital Management
Texas
$338K +$86.1K +2,318 +35%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$331K -$35.6K -959 -10%
IIC
157
Integrated Investment Consultants
Michigan
$325K -$12K -324 -4%
TCWM
158
Total Clarity Wealth Management
Illinois
$319K -$22.3K -600 -7%
American Century Companies
159
American Century Companies
Missouri
$315K +$668 +18 +0.2%
HCA
160
Harbor Capital Advisors
Illinois
$308K -$52.6K -1,417 -15%
SPP
161
Single Point Partners
Massachusetts
$308K -$41.8K -1,125 -12%
Vanguard Personalized Indexing Management
162
Vanguard Personalized Indexing Management
California
$307K +$9.73K +262 +3%
EF
163
Empowered Funds
Pennsylvania
$300K +$26.4K +711 +10%
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$296K
Sumitomo Mitsui Trust Group
165
Sumitomo Mitsui Trust Group
Japan
$291K +$283K +7,619 New
BAM
166
Belpointe Asset Management
Nevada
$275K
SFG
167
Synergy Financial Group
California
$272K -$20.3K -548 -7%
SAM
168
SP Asset Management
California
$271K
PFM
169
Premier Fund Managers
United Kingdom
$268K -$41.7K -1,124 -14%
1WA
170
180 Wealth Advisors
Washington
$261K -$10.4K -280 -4%
HSBC Holdings
171
HSBC Holdings
United Kingdom
$260K -$102K -2,752 -29%
Vontobel Holding
172
Vontobel Holding
Switzerland
$259K
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
$234K +$227K +6,117 New
AIP
174
Ameritas Investment Partners
Nebraska
$233K -$16.9K -455 -7%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$229K