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Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$349K
B
202
Bellecapital
Switzerland
$340K
DWM
203
Dakota Wealth Management
Florida
$331K +$22.1K +396 +7%
II
204
Inspire Investing
Idaho
$320K -$2.95K -53 -0.9%
AR
205
Advisory Research
Illinois
$305K +$296K +5,304 New
PAMS
206
Pictet Asset Management (Switzerland)
Switzerland
$304K +$32.8K +589 +13%
GAM
207
Gotham Asset Management
New York
$299K -$32.3K -580 -10%
SG Americas Securities
208
SG Americas Securities
New York
$292K -$62.5K -1,121 -18%
IIC
209
Integrated Investment Consultants
Michigan
$292K +$11.8K +212 +4%
SOW
210
State of Wyoming
Wyoming
$290K +$83.2K +1,493 +42%
ECM
211
EMC Capital Management
Texas
$286K
MFG
212
Magnus Financial Group
New York
$282K
RCAG
213
Rehmann Capital Advisory Group
Michigan
$278K -$52.1K -934 -16%
KAS
214
Kestra Advisory Services
Texas
$266K -$51.3K -920 -17%
Truist Financial
215
Truist Financial
North Carolina
$259K -$1.28K -23 -0.5%
Vanguard Personalized Indexing Management
216
Vanguard Personalized Indexing Management
California
$256K +$248K +4,458 New
MM
217
MQS Management
New York
$246K +$238K +4,279 New
PAM
218
PVG Asset Management
Colorado
$242K +$235K +4,219 New
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$242K -$4.46K -80 -2%
CGH
220
Crossmark Global Holdings
Texas
$237K -$7.3K -131 -3%
JIR
221
James Investment Research
Ohio
$231K
VF
222
Virtu Financial
New York
$230K +$223K +3,997 New
SM
223
Sciencast Management
New Jersey
$217K +$219K +3,930 New
KBC Group
224
KBC Group
Belgium
$214K -$29K -521 -12%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$212K +$205K +3,683 New