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Innodata

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$390K +$211K +4,812 +80%
NWM
102
Napa Wealth Management
California
$372K +$455K +10,365 New
DFCM
103
Dark Forest Capital Management
Puerto Rico
$346K +$424K +9,648 New
Stifel Financial
104
Stifel Financial
Missouri
$338K -$476K -10,833 -54%
SWM
105
Spire Wealth Management
Virginia
$332K +$222K +5,048 +120%
AWS
106
Atria Wealth Solutions
New York
$330K +$404K +9,202 New
PAM
107
Panagora Asset Management
Massachusetts
$325K -$189K -4,297 -32%
PAG
108
Private Advisor Group
New Jersey
$322K +$86.7K +1,974 +28%
Creative Planning
109
Creative Planning
Kansas
$316K -$5.67K -129 -1%
DTL
110
Dynamic Technology Lab
Singapore
$312K -$85.6K -1,949 -18%
SEI Investments
111
SEI Investments
Pennsylvania
$306K +$374K +8,521 New
PWM
112
Prosperity Wealth Management
California
$297K +$9.88K +225 +3%
OC
113
Oppenheimer & Co
New York
$296K +$362K +8,236 New
WPC
114
White Pine Capital
Minnesota
$295K -$101K -2,304 -22%
FW
115
FullCircle Wealth
Texas
$293K +$121K +2,760 +56%
SS
116
SBI Securities
Japan
$289K +$187K +4,260 +112%
FRM
117
Fox Run Management
Connecticut
$283K -$438K -9,977 -56%
ASRS
118
Arizona State Retirement System
Arizona
$283K +$347K +7,893 New
AA
119
ALPS Advisors
Colorado
$281K +$344K +7,820 New
IQI
120
Integrated Quantitative Investments
Washington
$262K -$76.8K -1,748 -19%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$262K -$38.3K -871 -11%
CIAM
122
Caitong International Asset Management
Hong Kong
$248K +$227K +5,157 +296%
SO
123
STRS Ohio
Ohio
$248K +$79.1K +1,800 +35%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$238K +$1.14K +26 +0.4%
IC
125
IEQ Capital
California
$231K +$282K +6,423 New