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Name Holding Trade Value Shares
Change
Change in
Stake
YCM
226
Yousif Capital Management
Michigan
$625K
IAS
227
Insigneo Advisory Services
Florida
$621K +$555K +22,679 New
BBVA
228
Banco Bilbao Vizcaya Argentaria
Spain
$615K -$8.8M -359,604 -94%
Capital World Investors
229
Capital World Investors
California
$604K +$48.6K +1,987 +10%
Cerity Partners
230
Cerity Partners
New York
$597K -$6.02K -246 -1%
QPWM
231
Quadrant Private Wealth Management
Pennsylvania
$592K -$24.5K -1,000 -4%
Mariner
232
Mariner
Kansas
$587K +$150K +6,132 +40%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$585K
1WA
234
180 Wealth Advisors
Washington
$563K +$77.9K +3,184 +18%
NO
235
Ninety One
South Africa
$552K
WWA
236
WCG Wealth Advisors
Nevada
$546K +$488K +19,943 New
Truist Financial
237
Truist Financial
North Carolina
$536K +$37.1K +1,516 +8%
BCM
238
Bayesian Capital Management
New York
$526K -$1.31M -53,596 -74%
MIFH
239
Migdal Insurance & Financial Holdings
Israel
$523K +$160K +6,540 +52%
RJFSA
240
Raymond James Financial Services Advisors
Florida
$522K +$17.3K +705 +4%
AA
241
ALPS Advisors
Colorado
$521K +$30.8K +1,257 +7%
RhumbLine Advisers
242
RhumbLine Advisers
Massachusetts
$515K -$529K -21,610 -53%
Verition Fund Management
243
Verition Fund Management
Connecticut
$499K +$150K +6,115 +51%
BAAM
244
Baker Avenue Asset Management
California
$496K -$98 -4 -0%
AAS
245
Avantax Advisory Services
Texas
$494K +$83.8K +3,422 +23%
Nomura Asset Management
246
Nomura Asset Management
Japan
$490K +$225K +9,190 +106%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$480K +$429K +17,507 New
GIA
248
Gateway Investment Advisers
Ohio
$473K -$1.85M -75,504 -81%
PCM
249
Parsons Capital Management
Rhode Island
$466K
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$458K +$87K +3,555 +27%