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Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
151
New York Life Investment Management
New York
$415K -$69.8K -762 -15%
STA
152
Summit Trail Advisors
New York
$407K -$5.86K -64 -2%
CGH
153
Crossmark Global Holdings
Texas
$395K -$35.1K -383 -9%
MOS
154
MGO One Seven
Ohio
$393K +$366K +3,999 New
COI
155
Connable Office Inc
Michigan
$374K
IIC
156
Integrated Investment Consultants
Michigan
$367K
SSA
157
Schonfeld Strategic Advisors
New York
$340K +$318K +3,466 New
GCP
158
GSA Capital Partners
United Kingdom
$336K +$14.4K +157 +5%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$330K -$50.2K -548 -14%
PAMS
160
Pictet Asset Management (Switzerland)
Switzerland
$325K
PFO
161
Pathstone Family Office
New Jersey
$320K +$300K +3,269 New
Lido Advisors
162
Lido Advisors
California
$319K -$119K -1,299 -29%
II
163
Inspire Investing
Idaho
$315K +$33.8K +369 +13%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$307K -$402K -4,385 -58%
PCM
165
Prelude Capital Management
New York
$306K +$285K +3,115 New
XT
166
XTX Topco
Cayman Islands
$304K +$284K +3,096 New
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$301K +$458 +5 +0.2%
AQR Capital Management
168
AQR Capital Management
Connecticut
$297K +$277K +3,021 New
WAM
169
Watershed Asset Management
California
$285K
OR
170
Olympiad Research
Connecticut
$283K +$264K +2,882 New
Stifel Financial
171
Stifel Financial
Missouri
$266K -$13.4K -146 -5%
MM
172
MQS Management
New York
$254K -$50.7K -553 -18%
HFG
173
Heron Financial Group
New York
$250K
SFS
174
Security Financial Services
Indiana
$246K
GIA
175
Guyasuta Investment Advisors
Pennsylvania
$237K -$1.37K -15 -0.6%