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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$309K +$210 +3 +0.1%
WG
477
Winton Group
United Kingdom
$308K +$343K +4,900 New
Renaissance Technologies
478
Renaissance Technologies
New York
$308K +$342K +4,885 New
UBS AM
479
UBS AM
Illinois
$303K – – –
EH
480
Equitable Holdings
New York
$302K +$336K +4,800 New
BEI
481
Benjamin Edwards Inc
Missouri
$300K +$39.6K +567 +14%
FHWM
482
Fox Hill Wealth Management
Massachusetts
$295K -$199K -2,845 -38%
FPAS
483
Focus Partners Advisor Solutions
Missouri
$295K +$37.6K +537 +13%
ABC
484
Associated Banc-Corp
Wisconsin
$295K – – –
TCA
485
Transcend Capital Advisors
New Jersey
$291K -$89.3K -1,277 -22%
CMMS
486
Comprehensive Money Management Services
Florida
$290K – – –
EMCIP
487
Ewing Morris & Co Investment Partners
Ontario, Canada
$281K +$108K +1,550 +54%
CBU
488
CIBC Bancorp USA
Illinois
$277K -$53.1K -759 -19%
Truist Financial
489
Truist Financial
North Carolina
$277K +$18.9K +270 +7%
MWM
490
Modern Wealth Management
Kansas
$276K -$14.8K -211 -5%
CFO
491
Callan Family Office
Pennsylvania
$270K -$466K -6,662 -61%
WJWM
492
Williams Jones Wealth Management
New York
$270K – – –
HWM
493
HB Wealth Management
Georgia
$270K -$13.6K -195 -4%
XSC
494
X-Square Capital
Puerto Rico
$268K – – –
TC
495
Tacita Capital
Ontario, Canada
$267K – – –
WWM
496
Western Wealth Management
Colorado
$265K +$350 +5 +0.1%
RCM
497
Radnor Capital Management
Pennsylvania
$264K – – –
BAM
498
Belpointe Asset Management
Nevada
$264K -$865K -12,372 -75%
Fisher Asset Management
499
Fisher Asset Management
Washington
$261K +$290K +4,144 New
UIM
500
USS Investment Management
United Kingdom
$258K -$2.82M -40,332 -91%