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PPLI

People Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FA
201
Fortis Advisors
Pennsylvania
$517K
BCM
202
Bayesian Capital Management
New York
$515K -$74.6K -1,628 -14%
GAM
203
Gotham Asset Management
New York
$501K +$445K +9,717 New
Walleye Capital
204
Walleye Capital
New York
$465K +$234K +5,115 +131%
ECM
205
ExodusPoint Capital Management
New York
$447K -$1.28M -27,931 -76%
TAM
206
Tocqueville Asset Management
New York
$433K
FA
207
FDx Advisors
Illinois
$430K +$382K +8,339 New
IWA
208
Intercontinental Wealth Advisors
Texas
$411K +$366K +7,981 New
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$403K +$353K +7,704 New
BB
210
Bell Bank
North Dakota
$393K -$15.8K -345 -4%
LP
211
LMR Partners
United Kingdom
$390K +$346K +7,563 New
DFA
212
Delta Financial Advisors
Louisiana
$386K +$83.8K +1,829 +32%
Deutsche Bank
213
Deutsche Bank
Germany
$382K
PCA
214
Pallas Capital Advisors
Massachusetts
$377K
PFO
215
Pathstone Family Office
New Jersey
$374K +$49K +1,069 +26%
CSI
216
Cross Staff Investments
New York
$364K
MSRPS
217
Maryland State Retirement & Pension System
Maryland
$360K
Principal Financial Group
218
Principal Financial Group
Iowa
$360K -$111K -2,428 -26%
PCP
219
Proficio Capital Partners
Massachusetts
$354K +$2.11K +46 +0.7%
BCI
220
Brinker Capital Investments
Pennsylvania
$349K -$1.33K -29 -0.4%
OPS
221
Orion Portfolio Solutions
Nebraska
$349K -$1.33K -29 -0.4%
CHAM
222
Clear Harbor Asset Management
Connecticut
$343K
Creative Planning
223
Creative Planning
Kansas
$322K -$2.66K -58 -0.9%
ONB
224
Old National Bancorp
Indiana
$321K +$31K +677 +12%
HCP
225
Holt Capital Partners
Texas
$317K +$282K +6,162 New