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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
301
CIBC World Market
Ontario, Canada
$264K -$28K -663 -10%
VI
302
Versor Investments
New York
$258K -$383K -9,082 -60%
AssetMark Inc
303
AssetMark Inc
California
$255K +$22.8K +540 +10%
OFO
304
OneAscent Family Office
Alabama
$252K +$247K +5,864 New
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$244K +$12.5K +297 +6%
TC
306
TownSquare Capital
Utah
$240K -$24.4K -579 -9%
SG Americas Securities
307
SG Americas Securities
New York
$238K +$234K +5,538 New
BCI
308
Brinker Capital Investments
Pennsylvania
$232K
OPS
309
Orion Portfolio Solutions
Nebraska
$232K
GT
310
Greenleaf Trust
Michigan
$231K +$169 +4 +0.1%
CL
311
Choreo LLC
Illinois
$230K -$6.5K -154 -3%
GI
312
GAMMA Investing
California
$223K +$78.2K +1,854 +56%
FTWA
313
Fifth Third Wealth Advisors
Ohio
$222K
IFU
314
iSAM Funds (UK)
United Kingdom
$217K -$268K -6,348 -56%
TPI
315
Trust Point Inc
Wisconsin
$214K +$211K +4,991 New
PFS
316
Prospera Financial Services
Texas
$213K +$210K +4,965 New
GIM
317
Groesbeck Investment Management
New Jersey
$212K +$208K +4,938 New
RG
318
Renaissance Group
Kentucky
$211K +$208K +4,919 New
M&T Bank
319
M&T Bank
New York
$211K -$15.4K -365 -7%
ECM
320
Everence Capital Management
Indiana
$210K +$206K +4,890 New
MGIA
321
Moneta Group Investment Advisors
Missouri
$207K +$203K +4,810 New
Focus Partners Wealth
322
Focus Partners Wealth
Massachusetts
$204K +$200K +4,739 New
PWP
323
Phillips Wealth Planners
Mississippi
$201K +$196K +4,647 New
PA
324
Parallel Advisors
California
$190K +$36.7K +870 +24%
PS
325
Principal Securities
Iowa
$188K +$111K +2,639 +152%