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Name Holding Trade Value Shares
Change
Change in
Stake
X
176
Xponance
Pennsylvania
$140K +$18.2K +1,005 +16%
IIM
177
Ironwood Investment Management
Massachusetts
$134K -$2.65K -146 -2%
FWM
178
FFT Wealth Management
Pennsylvania
$133K
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$131K +$18.9K +1,044 +18%
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$131K +$122K +6,720 New
AIM
181
Aigen Investment Management
New York
$128K +$119K +6,583 New
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$118K +$23.5K +1,294 +27%
Corient Private Wealth
183
Corient Private Wealth
Florida
$112K +$35.8K +1,972 +52%
RJA
184
Raymond James & Associates
Florida
$111K +$4.08K +225 +4%
CC
185
Corton Capital
Ontario, Canada
$101K +$30K +1,655 +47%
JRP
186
Jasper Ridge Partners
California
$100K -$895K -49,358 -91%
PA
187
Pinnacle Associates
New York
$98.4K -$4.54K -250 -5%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$96K
PA
189
Parallel Advisors
California
$94.3K +$1.2K +66 +1%
PRC
190
Pearl River Capital
Michigan
$89.1K -$6.19K -341 -7%
WT
191
Whittier Trust
California
$87.5K
JMPWA
192
JP Morgan Private Wealth Advisors
California
$86.3K
SEI Investments
193
SEI Investments
Pennsylvania
$81.2K +$23.5K +1,298 +45%
NRD
194
Nebula Research & Development
New York
$81.1K -$28.5K -1,570 -27%
SAM
195
Shell Asset Management
Netherlands
$78K -$417 -23 -0.6%
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$77.1K -$1.27K -70 -2%
ACM
197
Aquatic Capital Management
Illinois
$77K +$72.1K +3,975 New
Vontobel Holding
198
Vontobel Holding
Switzerland
$75K
CAM
199
Carret Asset Management
New York
$73.5K -$5.9K -325 -8%
Creative Planning
200
Creative Planning
Kansas
$72.3K +$4.37K +241 +7%