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Name Holding Trade Value Shares
Change
Change in
Stake
OQS
201
Occudo Quantitative Strategies
Florida
$386K +$386K +8,885 New
PMFA
202
Plante Moran Financial Advisors
Michigan
$385K +$13.8K +318 +4%
Williams Jones Wealth Management
203
Williams Jones Wealth Management
New York
$373K – – –
Allstate Corporation
204
Allstate Corporation
Illinois
$364K +$365K +8,397 New
HSBC Holdings
205
HSBC Holdings
United Kingdom
$355K -$126K -2,905 -26%
AIM
206
Aigen Investment Management
New York
$351K +$351K +8,076 New
CYG
207
Clean Yield Group
Vermont
$350K – – –
Vestmark Advisory Solutions
208
Vestmark Advisory Solutions
Massachusetts
$345K -$4.92K -113 -1%
Park Avenue Securities
209
Park Avenue Securities
New York
$340K +$31.2K +717 +10%
AACP
210
Advantage Alpha Capital Partners
California
$340K +$341K +7,832 New
RCAG
211
Rehmann Capital Advisory Group
Michigan
$336K +$739 +17 +0.2%
TAM
212
Taurus Asset Management
New York
$330K – – –
Pictet Asset Management (Switzerland)
213
Pictet Asset Management (Switzerland)
Switzerland
$321K +$322K +7,400 New
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$319K +$21.4K +493 +7%
Cresset Asset Management
215
Cresset Asset Management
Illinois
$311K -$696 -16 -0.2%
Quadrature Capital
216
Quadrature Capital
United Kingdom
$310K -$140K -3,226 -31%
DTL
217
Dynamic Technology Lab
Singapore
$296K +$22.5K +517 +8%
Raymond James Trust
218
Raymond James Trust
Florida
$294K -$15.7K -360 -5%
Inspire Investing
219
Inspire Investing
Idaho
$286K -$108K -2,476 -27%
HR
220
Hardy Reed
Mississippi
$282K – – –
TFF
221
The Family Firm
Maryland
$281K – – –
XTX Topco
222
XTX Topco
Cayman Islands
$278K +$279K +6,406 New
Caxton Associates (New York)
223
Caxton Associates (New York)
New York
$277K +$277K +6,373 New
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$274K +$274K +6,298 New
TC
225
TownSquare Capital
Utah
$271K +$271K +6,229 New