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Priority Technology Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$1K +$1.16K +212 New
UBS AM
102
UBS AM
Illinois
$963 +$1.12K +204 New
Osaic Holdings
103
Osaic Holdings
Arizona
$920 -$77 -14 -7%
Arax Advisory Partners
104
Arax Advisory Partners
Colorado
$831 +$931 +170 +2,833%
Sterling Capital Management
105
Sterling Capital Management
North Carolina
$765 – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$708 +$794 +145 +2,900%
CPG
107
Cornerstone Planning Group
New Jersey
$670 – – –
RIL
108
Rothschild Investment LLC
Illinois
$316 +$126 +23 +52%
RFP
109
Root Financial Partners
California
$278 +$323 +59 New
Bogart Wealth LLC
110
Bogart Wealth LLC
Virginia
$236 +$274 +50 New
TWD
111
True Wealth Design
Ohio
$100 -$411 -75 -78%
Farther Finance Advisors
112
Farther Finance Advisors
California
$52 -$350 -64 -85%
SBI Securities
113
SBI Securities
Japan
$47 -$71 -13 -57%
Smartleaf Asset Management
114
Smartleaf Asset Management
Massachusetts
$47 – – –
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$38 – – –
CIAM
116
Caitong International Asset Management
Hong Kong
$5 +$5 +1 New
Cresset Asset Management
117
Cresset Asset Management
Illinois
– -$21.8M -4,008,850 Closed
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$742K -136,097 Closed
ExodusPoint Capital Management
119
ExodusPoint Capital Management
New York
– -$728K -133,642 Closed
LPL Financial
120
LPL Financial
California
– -$610K -111,845 Closed
CCM
121
Corsair Capital Management
New York
– -$493K -90,432 Closed
DC
122
Diametric Capital
Massachusetts
– -$327K -60,000 Closed
O'Shaughnessy Asset Management
123
O'Shaughnessy Asset Management
Connecticut
– -$297K -54,551 Closed
Segall Bryant & Hamill
124
Segall Bryant & Hamill
Illinois
– -$257K -47,196 Closed
A
125
AlphaQuest
New York
– -$256K -46,882 Closed