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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
201
Plante Moran Financial Advisors
Michigan
$385K +$13.8K +318 +4%
WJWM
202
Williams Jones Wealth Management
New York
$373K
AC
203
Allstate Corporation
Illinois
$364K +$365K +8,397 New
HSBC Holdings
204
HSBC Holdings
United Kingdom
$355K -$126K -2,905 -26%
AIM
205
Aigen Investment Management
New York
$351K +$351K +8,076 New
CYG
206
Clean Yield Group
Vermont
$350K
VAS
207
Vestmark Advisory Solutions
Massachusetts
$345K -$4.92K -113 -1%
PAS
208
Park Avenue Securities
New York
$340K +$31.2K +717 +10%
AACP
209
Advantage Alpha Capital Partners
California
$340K +$341K +7,832 New
RCAG
210
Rehmann Capital Advisory Group
Michigan
$336K +$739 +17 +0.2%
TAM
211
Taurus Asset Management
New York
$330K
PAMS
212
Pictet Asset Management (Switzerland)
Switzerland
$321K +$322K +7,400 New
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$319K +$21.4K +493 +7%
CAM
214
Cresset Asset Management
Illinois
$311K -$696 -16 -0.2%
QC
215
Quadrature Capital
United Kingdom
$310K -$140K -3,226 -31%
DTL
216
Dynamic Technology Lab
Singapore
$296K +$22.5K +517 +8%
RJT
217
Raymond James Trust
Florida
$294K -$15.7K -360 -5%
II
218
Inspire Investing
Idaho
$286K -$108K -2,476 -27%
HR
219
Hardy Reed
Mississippi
$282K
TFF
220
The Family Firm
Maryland
$281K
XT
221
XTX Topco
Cayman Islands
$278K +$279K +6,406 New
CANY
222
Caxton Associates (New York)
New York
$277K +$277K +6,373 New
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$274K +$274K +6,298 New
TC
224
TownSquare Capital
Utah
$271K +$271K +6,229 New
WI
225
WrapManager Inc
California
$254K -$6.61K -152 -3%