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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
176
Cresset Asset Management
Illinois
$289K -$47.2K -2,874 -14%
HWM
177
HB Wealth Management
Georgia
$287K +$288K +17,570 New
LA
178
Legacy Advisors
Pennsylvania
$285K +$114K +6,930 +66%
WA
179
Waddell & Associates
Tennessee
$283K +$284K +17,322 New
LIP
180
Lighthouse Investment Partners
Florida
$283K +$284K +17,310 New
KPP
181
Kings Path Partners
Texas
$281K
IIM
182
INTECH Investment Management
Florida
$279K +$280K +17,086 New
SGAM
183
Smith Group Asset Management
Texas
$275K +$30.3K +1,843 +12%
MFS
184
Mirabella Financial Services
United Kingdom
$270K +$271K +16,486 New
Truist Financial
185
Truist Financial
North Carolina
$264K -$2.79K -170 -1%
US Bancorp
186
US Bancorp
Minnesota
$256K -$32.3K -1,966 -11%
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$255K -$291K -17,712 -53%
BFM
188
Boothbay Fund Management
New York
$247K -$446K -27,189 -64%
Universal-Beteiligungs- und Servicegesellschaft
189
Universal-Beteiligungs- und Servicegesellschaft
Germany
$245K +$50.1K +3,050 +26%
William Blair & Company
190
William Blair & Company
Illinois
$241K +$242K +14,733 New
AC
191
AlphaCore Capital
California
$240K +$241K +14,665 New
BHC
192
Bull Harbor Capital
Maryland
$240K +$241K +14,664 New
VA
193
Vident Advisory
Georgia
$239K -$1.36K -83 -0.6%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$238K +$4.15K +253 +2%
Pictet Asset Management
195
Pictet Asset Management
Switzerland
$235K
ProShare Advisors
196
ProShare Advisors
Maryland
$230K +$231K +14,078 New
AF
197
Allworth Financial
California
$217K +$161K +9,798 +282%
CFO
198
Callan Family Office
Pennsylvania
$209K -$315K -19,175 -60%
GT
199
Glenmede Trust
Pennsylvania
$208K -$59.9K -3,652 -22%
Victory Capital Management
200
Victory Capital Management
Texas
$198K -$7.42K -452 -4%