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Name Holding Trade Value Shares
Change
Change in
Stake
FC
151
FCA Corp
Texas
$574K
FA
152
Faithward Advisors
Pennsylvania
$564K +$39.4K +244 +7%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$530K +$596K +3,691 New
JP Morgan Chase
154
JP Morgan Chase
New York
$527K -$9.79M -60,636 -94%
VFA
155
Voya Financial Advisors
Connecticut
$526K +$65.2K +404 +13%
TC
156
TownSquare Capital
Utah
$524K -$150K -929 -22%
Federated Hermes
157
Federated Hermes
Pennsylvania
$517K -$274K -1,700 -32%
AIIMS
158
Analyst IMS Investment Management Services
Israel
$517K
I
159
IberiaBank
Louisiana
$497K -$9.2K -57 -2%
GIA
160
GHP Investment Advisors
Colorado
$485K
AIM
161
ARK Investment Management
Florida
$473K +$147K +913 +38%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$467K -$130K -807 -20%
QCG
163
Quadrant Capital Group
Ohio
$467K +$231K +1,429 +79%
LNWWM
164
Laird Norton Wetherby Wealth Management
California
$463K +$93.3K +578 +22%
MYIA
165
Mount Yale Investment Advisors
Colorado
$461K -$79.7K -494 -13%
Vanguard Personalized Indexing Management
166
Vanguard Personalized Indexing Management
California
$455K +$511K +3,169 New
AAMU
167
Amundi Asset Management US
Massachusetts
$444K +$498K +3,088 New
FBFS
168
First Business Financial Services
Wisconsin
$434K
AssetMark Inc
169
AssetMark Inc
California
$390K +$143K +888 +48%
Voloridge Investment Management
170
Voloridge Investment Management
Florida
$371K -$1.79M -11,063 -81%
SBH
171
Segall Bryant & Hamill
Illinois
$365K -$266K -1,650 -39%
VC
172
Veracity Capital
Georgia
$363K -$47.1K -292 -10%
AAM
173
Advisors Asset Management
Colorado
$355K -$60.8K -377 -13%
MC
174
Moors & Cabot
Massachusetts
$321K
AWM
175
Altium Wealth Management
New York
$302K +$340K +2,104 New