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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
101
Eagle Asset Management
Florida
$392K +$350K +5,485 New
W
102
WealthStone
Ohio
$369K +$38.6K +606 +13%
ECM
103
ExodusPoint Capital Management
New York
$362K +$75.4K +1,183 +31%
USGIU
104
U.S. Global Investors (USGI)
Texas
$361K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$360K +$5.67K +89 +2%
QCG
106
Quadrant Capital Group
Ohio
$360K +$64.6K +1,013 +26%
ACA
107
Atlas Capital Advisors
Wyoming
$315K +$58.1K +912 +26%
Barclays
108
Barclays
United Kingdom
$310K
CIM
109
Confluence Investment Management
Missouri
$306K +$6.31K +99 +2%
FIM
110
Freedom Investment Management
Connecticut
$305K -$13.6K -213 -5%
TC
111
TownSquare Capital
Utah
$304K +$268K +4,210 New
AQR Capital Management
112
AQR Capital Management
Connecticut
$300K -$15.2K -238 -5%
FB
113
Fulton Bank
Pennsylvania
$291K +$257K +4,033 New
Connor, Clark & Lunn Investment Management (CC&L)
114
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$289K +$255K +4,001 New
WI
115
WrapManager Inc
California
$286K +$253K +3,961 New
WA
116
Wealth Architects
California
$284K -$9.18K -144 -4%
PCS
117
Personal CFO Solutions
New Jersey
$276K +$244K +3,824 New
Truist Financial
118
Truist Financial
North Carolina
$270K +$239K +3,745 New
WHG
119
Westwood Holdings Group
Texas
$266K +$235K +3,679 New
OAM
120
Oppenheimer Asset Management
New York
$263K -$3.31K -52 -1%
CCP
121
Corient Capital Partners
California
$256K +$226K +3,550 New
Osaic Holdings
122
Osaic Holdings
Arizona
$251K +$189K +2,972 +589%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$246K +$218K +3,412 New
CWM
124
Cabot Wealth Management
Massachusetts
$242K +$213K +3,349 New
HFP
125
Holistic Financial Partners
Indiana
$235K +$207K +3,248 New