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Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
126
Quintet Private Bank (Europe)
Luxembourg
$125K
EI
127
Ethic Inc
New York
$124K -$25K -6,714 -16%
Dimensional Fund Advisors
128
Dimensional Fund Advisors
Texas
$124K -$2.41M -645,806 -95%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$124K +$24.1K +6,471 +22%
DWA
130
Delap Wealth Advisory
Oregon
$117K
IWM
131
IHT Wealth Management
Illinois
$115K -$136K -36,455 -52%
DZ Bank
132
DZ Bank
Germany
$115K +$7.46K +2,001 +6%
GCP
133
GSA Capital Partners
United Kingdom
$114K +$124K +33,344 New
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$113K -$52.4K -14,052 -30%
QCG
135
Quadrant Capital Group
Ohio
$113K +$20.1K +5,391 +20%
FPL
136
Fortress Private Ledger
North Carolina
$110K
RAM
137
RWC Asset Management
United Kingdom
$109K
JEST
138
JTC Employer Solutions Trustee
Jersey
$107K
SP
139
SIH Partners
Delaware
$106K -$1.06M -283,841 -90%
VCM
140
Viewpoint Capital Management
Washington
$103K
PFS
141
Prospera Financial Services
Texas
$99.4K -$7.13K -1,914 -6%
Lido Advisors
142
Lido Advisors
California
$98.5K -$3.42K -917 -3%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$97.1K +$38.1K +10,210 +56%
KAS
144
Kestra Advisory Services
Texas
$94.2K -$76.1K -20,408 -43%
CI
145
Cigna Investments
Connecticut
$94K
IWC
146
Integrated Wealth Concepts
Massachusetts
$91.8K +$6.64K +1,782 +7%
SW
147
SteelPeak Wealth
California
$88.5K -$182K -48,853 -65%
PFG
148
Prosperity Financial Group
California
$87.5K +$5.96K +1,600 +7%
AWS
149
Atria Wealth Solutions
New York
$83.7K -$91.9K -24,660 -50%
PAM
150
Panagora Asset Management
Massachusetts
$82.8K