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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Axxcess Wealth Management
California
$359K -$9.49K -541 -2%
Aberdeen Group
152
Aberdeen Group
United Kingdom
$359K +$193K +11,005 +63%
APP
153
Alpha Paradigm Partners
Illinois
$342K +$139K +7,916 +41%
TC
154
Titleist Capital
Texas
$329K -$9.68K -552 -2%
KPWS
155
Kestra Private Wealth Services
Texas
$314K +$217K +12,345 +98%
BOCH
156
Blue Owl Capital Holdings
New York
$310K
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301K +$36K +2,050 +9%
VanEck Associates
158
VanEck Associates
New York
$301K +$418K +23,850 New
UB
159
UMB Bank
Missouri
$299K +$12.4K +705 +3%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$298K -$133K -7,569 -24%
CCM
161
CTC Capital Management
Illinois
$285K +$396K +22,570 New
ACS
162
Archford Capital Strategies
Illinois
$284K +$145K +8,283 +58%
Mariner
163
Mariner
Kansas
$282K +$392K +22,376 New
TI
164
Tidal Investments
Wisconsin
$277K -$7.16K -408 -2%
Vanguard Personalized Indexing Management
165
Vanguard Personalized Indexing Management
California
$274K -$671K -38,246 -64%
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$268K +$596 +34 +0.2%
Canada Pension Plan Investment Board
167
Canada Pension Plan Investment Board
Ontario, Canada
$262K +$156K +8,900 +75%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$260K +$293K +16,725 +433%
FA
169
FDx Advisors
Illinois
$248K -$39.5K -2,252 -10%
PA
170
Parallel Advisors
California
$239K +$21.8K +1,243 +7%
PWA
171
Phoenix Wealth Advisors
North Carolina
$238K +$331K +18,889 New
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$237K +$28.4K +1,621 +9%
CPC
173
Congress Park Capital
New York
$236K -$23.2K -1,325 -7%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$231K
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$219K