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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
176
Cohen & Steers
New York
$458K +$148K +3,000 +75%
RSWM
177
Robertson Stephens Wealth Management
California
$450K +$340K +6,891 New
SAF
178
Smith Anglin Financial
Texas
$418K -$265K -5,362 -46%
DT
179
Diversified Trust
Tennessee
$412K -$352K -7,125 -53%
JSC
180
Jackson Square Capital
California
$411K +$310K +6,281 New
ADIM
181
Alpha DNA Investment Management
Maryland
$407K -$323K -6,545 -51%
LP
182
Lexington Partners
New York
$398K +$301K +6,084 New
ProShare Advisors
183
ProShare Advisors
Maryland
$398K +$301K +6,083 New
RWIA
184
Roger Wittlin Investment Advisory
California
$346K +$262K +5,300 New
GAA
185
Green Alpha Advisors
Colorado
$346K +$261K +5,290 New
GAM
186
Gotham Asset Management
New York
$328K +$248K +5,019 New
Lazard Asset Management
187
Lazard Asset Management
New York
$327K +$245K +4,960 +6,986%
PIAS
188
PCA Investment Advisory Services
Ohio
$327K -$247K -5,000 -50%
PCM
189
Prelude Capital Management
New York
$327K +$247K +5,000 New
BAM
190
Blueshift Asset Management
New Jersey
$319K +$241K +4,887 New
CIAM
191
Caitong International Asset Management
Hong Kong
$301K +$227K +4,605 New
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$292K -$3.21K -65 -1%
DWM
193
Dynasty Wealth Management
Florida
$291K +$220K +4,450 New
MYIA
194
Mount Yale Investment Advisors
Colorado
$284K -$105K -2,121 -33%
PL
195
Perpetual Ltd
Australia
$281K +$212K +4,296 New
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$270K +$204K +4,123 New
SB
197
Strategic Blueprint
Georgia
$265K +$200K +4,054 New
FAM
198
Flaharty Asset Management
Florida
$261K +$198K +4,000 New
Focus Partners Wealth
199
Focus Partners Wealth
Massachusetts
$258K +$195K +3,941 New
AIM
200
Aigen Investment Management
New York
$255K +$193K +3,909 New