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Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
176
Jane Street
New York
$789K +$742K +9,100 New
VA
177
Vident Advisory
Georgia
$768K -$91.7K -1,124 -11%
FFA
178
Farther Finance Advisors
California
$768K +$42.7K +524 +6%
OIA
179
OneDigital Investment Advisors
Kansas
$767K +$63.3K +776 +10%
KNW
180
Kesler Norman & Wride
Utah
$753K +$818K +10,036 New
ECM
181
Evergreen Capital Management
Washington
$751K +$175K +2,140 +33%
TI
182
Tidal Investments
Wisconsin
$735K -$31.3K -384 -4%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$725K -$56.8K -696 -8%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$710K
MAM
185
Morse Asset Management
Connecticut
$708K
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$701K +$281K +3,444 +74%
VT
187
Vise Technologies
New York
$691K -$191K -2,348 -23%
CCM
188
Coldstream Capital Management
Washington
$675K +$54.5K +668 +9%
TI
189
Truepoint Inc
Ohio
$675K
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$673K -$7.04M -86,348 -92%
ECM
191
Everence Capital Management
Indiana
$666K
WCM
192
Wallace Capital Management
Texas
$659K -$93.9K -1,152 -13%
CBU
193
CIBC Bancorp USA
Illinois
$647K +$608K +7,460 New
MOACM
194
Mutual of America Capital Management
New York
$646K -$81.2K -996 -12%
CAM
195
Cresset Asset Management
Illinois
$638K +$5.87K +72 +1%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$609K -$496K -6,080 -46%
CG
197
Cynosure Group
Utah
$607K
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$590K +$117K +1,440 +27%
BPC
199
Banque Pictet & Cie
Switzerland
$581K -$3.59K -44 -0.7%
RFC
200
Regions Financial Corp
Alabama
$580K -$44.7K -548 -8%