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Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
151
Acadian Asset Management
Massachusetts
$977K -$427K -26,543 -32%
SFA
152
Sequoia Financial Advisors
Ohio
$977K +$143K +8,906 +19%
BWM
153
Baron Wealth Management
Michigan
$973K +$114K +7,121 +15%
GC
154
Guggenheim Capital
Illinois
$967K -$44.6K -2,772 -5%
OCA
155
OpenArc Corporate Advisory
Georgia
$955K +$150K +9,342 +21%
Allspring Global Investments
156
Allspring Global Investments
North Carolina
$950K +$99.7K +6,200 +13%
JG
157
Jain Global
New York
$883K +$805K +50,078 New
RC
158
RBF Capital
California
$882K – – –
STA
159
Summit Trail Advisors
New York
$879K +$15K +931 +2%
CIA
160
Concurrent Investment Advisors
Florida
$878K +$211K +13,135 +36%
BTI
161
Blue Trust Inc
Georgia
$877K -$88.5K -5,503 -10%
CL
162
Choreo LLC
Illinois
$867K +$72.4K +4,504 +10%
GT
163
Glenmede Trust
Pennsylvania
$866K -$165K -10,290 -17%
M&T Bank
164
M&T Bank
New York
$852K +$100K +6,238 +15%
William Blair & Company
165
William Blair & Company
Illinois
$846K +$420K +26,153 +120%
BP
166
Ballentine Partners
Massachusetts
$845K +$56.6K +3,522 +8%
LA
167
LVW Advisors
New York
$844K +$173K +10,773 +29%
IWC
168
Integrated Wealth Concepts
Massachusetts
$837K +$141K +8,761 +23%
QT
169
Quantbot Technologies
New York
$812K +$269K +16,718 +57%
SAM
170
Smartleaf Asset Management
Massachusetts
$800K – – –
Connor, Clark & Lunn Investment Management (CC&L)
171
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$788K +$718K +44,683 New
BFG
172
Bleakley Financial Group
New Jersey
$782K +$132K +8,189 +23%
KeyBank National Association
173
KeyBank National Association
Ohio
$774K -$47.3K -2,940 -6%
HWAM
174
Hennion & Walsh Asset Management
New Jersey
$770K -$66.2K -4,119 -9%
GFG
175
Goldstone Financial Group
Illinois
$758K -$60.4K -3,757 -8%