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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$289K +$140K +2,943 +72%
OTL
227
Oak Thistle LLC
New York
$283K +$329K +6,904 New
IAIM
228
International Assets Investment Management
Florida
$283K +$329K +6,902 New
FPAS
229
Focus Partners Advisor Solutions
Missouri
$277K +$31.9K +671 +11%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$273K +$25.8K +542 +9%
GIA
231
Gateway Investment Advisers
Ohio
$271K -$82.3K -1,729 -21%
VOYA Investment Management
232
VOYA Investment Management
Georgia
$264K +$8.62K +181 +3%
Brown Advisory
233
Brown Advisory
Maryland
$252K -$24.7M -518,865 -99%
GI
234
GAMMA Investing
California
$250K +$244K +5,128 +530%
X
235
Xponance
Pennsylvania
$248K +$5.24K +110 +2%
SF
236
Summit Financial
New Jersey
$246K +$40.9K +858 +17%
RC
237
RBF Capital
California
$246K -$905K -19,000 -76%
AA
238
Ancora Advisors
Ohio
$246K +$286K +6,000 New
XT
239
XTX Topco
Cayman Islands
$240K +$279K +5,862 New
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$233K -$131K -2,758 -33%
AO
241
Advisor OS
Illinois
$226K +$49K +1,030 +23%
ECM
242
Evergreen Capital Management
Washington
$224K +$261K +5,480 New
AIMC
243
Alley Investment Management Company
Illinois
$217K
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$216K
AWM
245
Apollon Wealth Management
South Carolina
$215K +$68.7K +1,442 +38%
SAM
246
Shell Asset Management
Netherlands
$215K -$10.2K -215 -4%
UWS
247
Unique Wealth Strategies
Illinois
$213K -$381 -8 -0.2%
Truist Financial
248
Truist Financial
North Carolina
$211K +$56.9K +1,194 +30%
SAM
249
Silvercrest Asset Management
New York
$210K -$12.5K -263 -5%
AAS
250
Avantax Advisory Services
Texas
$209K +$32.8K +688 +16%