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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$228K
AssetMark Inc
427
AssetMark Inc
California
$220K +$217K +1,266 +1,376%
AI
428
Atria Investments
North Carolina
$215K +$1.2K +7 +0.5%
Verition Fund Management
429
Verition Fund Management
Connecticut
$213K -$25.9K -151 -10%
NVCHI
430
New Vernon Capital Holdings II
New Jersey
$209K
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$209K +$3.26K +19 +1%
AP
432
Advisor Partners
California
$203K +$6.52K +38 +3%
GC
433
Garde Capital
Washington
$202K +$6.35K +37 +3%
TAM
434
Tiverton Asset Management
Delaware
$201K +$21.3K +124 +11%
AIM
435
Anchor Investment Management
South Carolina
$194K
AIP
436
Ameritas Investment Partners
Nebraska
$174K -$17.8K -104 -9%
IUHSA
437
Itau Unibanco Holding S.A.
Brazil
$154K +$11.8K +69 +8%
RP
438
Rowlandmiller & Partners
Georgia
$148K
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$143K -$105K -610 -41%
S
440
SignatureFD
Georgia
$135K -$5.15K -30 -3%
EWM
441
Executive Wealth Management
Michigan
$123K +$131K +762 New
Federated Hermes
442
Federated Hermes
Pennsylvania
$102K -$8.24K -48 -7%
AIM
443
Arcadia Investment Management
Michigan
$97K
NSIM
444
North Star Investment Management
Illinois
$97K
IA
445
IFP Advisors
Florida
$97K +$58.2K +339 +129%
BBHC
446
Brown Brothers Harriman & Co
New York
$97K +$103K +600 New
RIM
447
Rampart Investment Management
Connecticut
$95K -$378K -2,201 -79%
GRP
448
Global Retirement Partners
California
$95K -$17.2K -100 -15%
ARMT
449
Amica Retiree Medical Trust
Rhode Island
$94K
NIM
450
NuWave Investment Management
New Jersey
$94K +$96.8K +564 +5,127%