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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
426
Clarius Group LLC
Washington
$238K – – –
LSAG
427
Lake Street Advisors Group
New Hampshire
$237K -$2.23K -13 -0.9%
PA
428
Parallel Advisors
California
$232K -$33.3K -194 -12%
OMC
429
Old Mission Capital
Illinois
$232K +$246K +1,431 New
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$228K – – –
AssetMark Inc
431
AssetMark Inc
California
$220K +$217K +1,266 +1,376%
AI
432
Atria Investments
North Carolina
$215K +$1.2K +7 +0.5%
Verition Fund Management
433
Verition Fund Management
Connecticut
$213K -$25.9K -151 -10%
NVCHI
434
New Vernon Capital Holdings II
New Jersey
$209K – – –
WAM
435
Wealthspire Advisors (Maryland)
Maryland
$209K +$3.26K +19 +1%
AP
436
Advisor Partners
California
$203K +$6.52K +38 +3%
GC
437
Garde Capital
Washington
$202K +$6.35K +37 +3%
TAM
438
Tiverton Asset Management
Delaware
$201K +$21.3K +124 +11%
AIM
439
Anchor Investment Management
South Carolina
$194K – – –
AIP
440
Ameritas Investment Partners
Nebraska
$174K -$17.8K -104 -9%
IUHSA
441
Itau Unibanco Holding S.A.
Brazil
$154K +$11.8K +69 +8%
RP
442
Rowlandmiller & Partners
Georgia
$148K – – –
CAPTRUST Financial Advisors
443
CAPTRUST Financial Advisors
North Carolina
$143K -$105K -610 -41%
S
444
SignatureFD
Georgia
$135K -$5.15K -30 -3%
EWM
445
Executive Wealth Management
Michigan
$123K +$131K +762 New
Federated Hermes
446
Federated Hermes
Pennsylvania
$102K -$8.24K -48 -7%
AIM
447
Arcadia Investment Management
Michigan
$97K – – –
NSIM
448
North Star Investment Management
Illinois
$97K – – –
IA
449
IFP Advisors
Florida
$97K +$58.2K +339 +129%
BBHC
450
Brown Brothers Harriman & Co
New York
$97K +$103K +600 New