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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
351
Advisory Services Network
Georgia
$886K -$25.4K -121 -3%
VI
352
Versor Investments
New York
$872K +$282K +1,346 +50%
PAS
353
Park Avenue Securities
New York
$871K +$303K +1,446 +56%
RC
354
Rithm Capital
New York
$869K – – –
VAS
355
Vestmark Advisory Solutions
Massachusetts
$869K +$839K +3,997 New
WIS
356
Wright Investors Service
Connecticut
$831K -$2.1K -10 -0.3%
HT
357
Headlands Technologies
Illinois
$811K +$783K +3,731 New
DWT
358
Dorsey & Whitney Trust
South Dakota
$805K -$5.46K -26 -0.7%
ECM
359
Evergreen Capital Management
Washington
$803K +$212K +1,009 +38%
CA
360
Claro Advisors
Massachusetts
$798K +$115K +547 +17%
A
361
Allianz
Germany
$788K -$66.5K -317 -8%
EPW
362
Evolve Private Wealth
California
$787K +$760K +3,620 New
HFM
363
Harvest Fund Management
China
$786K +$427K +2,036 +129%
SACTSONJ
364
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$783K – – –
Jane Street
365
Jane Street
New York
$774K +$142K +678 +24%
SG
366
StoneX Group
New York
$761K +$35K +167 +5%
CCM
367
Coldstream Capital Management
Washington
$746K -$11.5K -55 -2%
NA
368
NewEdge Advisors
Louisiana
$743K +$242K +1,154 +51%
CCC
369
Chesapeake Capital Corp
Florida
$740K – – –
Jones Financial Companies
370
Jones Financial Companies
Missouri
$729K +$79.5K +379 +13%
CA
371
CWC Advisors
Oregon
$721K -$4.83K -23 -0.7%
URS
372
Utah Retirement Systems
Utah
$715K – – –
KF
373
Krilogy Financial
Missouri
$709K +$1.47K +7 +0.2%
GPWA
374
Gaddis Premier Wealth Advisors
Oklahoma
$706K +$682K +3,248 New
Corient Private Wealth
375
Corient Private Wealth
Florida
$705K +$216K +1,029 +46%