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Materion

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
151
GSA Capital Partners
United Kingdom
$318K +$316K +2,843 New
DFCM
152
Dark Forest Capital Management
Puerto Rico
$315K +$314K +2,820 New
Creative Planning
153
Creative Planning
Kansas
$312K +$86.3K +776 +38%
CPC
154
Consolidated Planning Corp
Georgia
$301K +$299K +2,691 New
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$286K +$284K +2,555 New
GF
156
Gabelli Funds
New York
$280K
PCS
157
Personal CFO Solutions
New Jersey
$264K +$556 +5 +0.2%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$262K
CC
159
Centiva Capital
New York
$259K +$258K +2,319 New
AI
160
Atria Investments
North Carolina
$254K -$25.5K -229 -9%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$247K
GAM
162
Gotham Asset Management
New York
$239K +$238K +2,137 New
EWM
163
Empirical Wealth Management
Washington
$239K
Squarepoint
164
Squarepoint
New York
$234K -$195K -1,755 -46%
AIP
165
Ameritas Investment Partners
Nebraska
$226K
BFC
166
Bedel Financial Consulting
Indiana
$224K
ZF
167
Zhang Financial
Michigan
$224K
CFB
168
Cullen/Frost Bankers
Texas
$210K
Brown Advisory
169
Brown Advisory
Maryland
$206K +$205K +1,844 New
EI
170
Ellevest Inc
New York
$203K -$25.6K -230 -11%
Federated Hermes
171
Federated Hermes
Pennsylvania
$202K
AF
172
Advisornet Financial
Minnesota
$146K +$2.45K +22 +2%
US Bancorp
173
US Bancorp
Minnesota
$116K -$10.5K -94 -8%
ACM
174
Aquatic Capital Management
Illinois
$112K +$111K +1,001 New
BLC
175
Brown, Lisle/Cummings
Rhode Island
$95.5K