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Perion Network

Name Holding Trade Value Shares
Change
Change in
Stake
IAM
126
Innovis Asset Management
Illinois
$352K -$187K -5,567 -33%
CL
127
CIM LLC
New York
$349K +$12.5K +372 +3%
CM
128
Caption Management
Oklahoma
$339K -$462K -13,775 -55%
P
129
Pitcairn
Pennsylvania
$339K +$20.5K +610 +6%
IAA
130
Independent Advisor Alliance
North Carolina
$336K +$9.23K +275 +3%
Creative Planning
131
Creative Planning
Kansas
$323K +$354K +10,542 New
AFG
132
Atomi Financial Group
New York
$320K +$350K +10,439 New
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$313K +$3.86K +115 +1%
HighTower Advisors
134
HighTower Advisors
Illinois
$312K +$110K +3,273 +47%
DT
135
Diversified Trust
Tennessee
$294K +$322K +9,589 New
BRWA
136
B. Riley Wealth Advisors
Florida
$278K -$13.2K -393 -4%
SSA
137
Schonfeld Strategic Advisors
New York
$273K +$299K +8,925 New
XT
138
XTX Topco
Cayman Islands
$272K +$298K +8,883 New
RP
139
Riverwater Partners
Wisconsin
$272K +$298K +8,878 New
RJFSA
140
Raymond James Financial Services Advisors
Florida
$269K +$4.19K +125 +1%
Truist Financial
141
Truist Financial
North Carolina
$264K +$70.3K +2,096 +32%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$262K -$2.07M -61,757 -88%
Capstone Investment Advisors
143
Capstone Investment Advisors
New York
$248K -$268K -7,996 -50%
BCM
144
Bayesian Capital Management
New York
$229K -$191K -5,707 -43%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$225K +$26.4K +786 +12%
SPIA
146
Steward Partners Investment Advisory
New York
$225K
Pictet Asset Management
147
Pictet Asset Management
Switzerland
$213K +$233K +6,953 New
CIP
148
Cornerstone Investment Partners
Georgia
$212K -$16.8K -502 -7%
BlackRock
149
BlackRock
New York
$198K +$217K +6,463 New
AWM
150
AllSquare Wealth Management
New York
$172K +$114K +3,400 +155%