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Novanta

Name Holding Trade Value Shares
Change
Change in
Stake
DT
176
Diversified Trust
Tennessee
$374K -$106K -650 -20%
Brown Advisory
177
Brown Advisory
Maryland
$366K
JMPWA
178
JP Morgan Private Wealth Advisors
California
$360K -$2.12K -13 -0.5%
XT
179
XTX Topco
Cayman Islands
$350K +$398K +2,440 New
FC
180
FORA Capital
Florida
$346K +$393K +2,411 New
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$340K +$386K +2,368 New
SWM
182
Spire Wealth Management
Virginia
$331K -$32.4K -199 -8%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$330K +$375K +2,299 New
Corient Private Wealth
184
Corient Private Wealth
Florida
$323K +$5.38K +33 +1%
VFA
185
Values First Advisors
Tennessee
$316K -$815 -5 -0.2%
SAM
186
Silvercrest Asset Management
New York
$315K +$357K +2,194 New
Mitsubishi UFJ Asset Management
187
Mitsubishi UFJ Asset Management
Japan
$313K +$815 +5 +0.2%
PCM
188
Prelude Capital Management
New York
$312K -$46.3K -284 -12%
TSS
189
Two Sigma Securities
New York
$307K +$112K +689 +48%
RJT
190
Raymond James Trust
Florida
$306K +$326 +2 +0.1%
OR
191
Olympiad Research
Connecticut
$305K -$68.4K -420 -16%
MLICM
192
Metropolitan Life Insurance Company (MetLife)
New York
$302K +$25.4K +156 +8%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$296K +$337K +2,067 New
IFWM
194
Institute for Wealth Management
Colorado
$278K
LA
195
Lindenwold Advisors
Pennsylvania
$271K +$4.89K +30 +2%
MWM
196
Moran Wealth Management
Florida
$270K -$34.9K -214 -10%
PA
197
Profund Advisors
Maryland
$247K -$18.4K -113 -6%
I
198
InceptionR
California
$247K +$280K +1,721 New
FC
199
Forte Capital
New York
$247K -$14.7K -90 -5%
GCP
200
GSA Capital Partners
United Kingdom
$245K +$279K +1,711 New