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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Sterling Capital Management
North Carolina
$227K -$16.1K -243 -7%
SFA
227
Sequoia Financial Advisors
Ohio
$221K +$2.52K +38 +1%
URS
228
Utah Retirement Systems
Utah
$221K
CIS
229
Custom Index Systems
New York
$220K +$219K +3,295 New
RPWA
230
Regent Peak Wealth Advisors
Georgia
$220K -$217K -3,273 -50%
FPAS
231
Focus Partners Advisor Solutions
Missouri
$219K +$218K +3,280 New
William Blair & Company
232
William Blair & Company
Illinois
$217K -$3.32K -50 -2%
AIM
233
Aigen Investment Management
New York
$214K -$229K -3,444 -52%
BWM
234
BKM Wealth Management
Wisconsin
$203K
PCM
235
Princeton Capital Management
New Jersey
$201K +$199K +3,000 New
KBC Group
236
KBC Group
Belgium
$197K +$24.5K +369 +14%
SWC
237
Spectrum Wealth Counsel
Indiana
$166K
HPC
238
HM Payson & Co
Maine
$164K
CF
239
Centaurus Financial
California
$162K
CIAS
240
CBIZ Investment Advisory Services
Ohio
$121K
Acadian Asset Management
241
Acadian Asset Management
Massachusetts
$115K +$24.5K +369 +27%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$113K +$132K +1,996 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$103K +$39.7K +598 +64%
WSFS
244
Wilmington Savings Fund Society
Delaware
$89.6K
GI
245
GAMMA Investing
California
$89.4K +$41.3K +622 +87%
BTI
246
Blue Trust Inc
Georgia
$84.8K +$24.2K +365 +40%
DSC
247
Duncker Streett & Co
Missouri
$80.2K
CIAM
248
Caitong International Asset Management
Hong Kong
$69.5K +$69K +1,040 New
EWA
249
EverSource Wealth Advisors
Alabama
$59.6K +$19.4K +292 +49%
Lazard Asset Management
250
Lazard Asset Management
New York
$55K +$54.8K +826 New