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Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$974K -$11.2K -369 -1%
Fiera Capital (Canada)
102
Fiera Capital (Canada)
Quebec, Canada
$939K +$408K +13,479 +81%
YCM
103
Yousif Capital Management
Michigan
$931K – – –
ERSOT
104
Employees Retirement System of Texas
Texas
$894K +$870K +28,744 New
CAM
105
Cidel Asset Management
Ontario, Canada
$889K +$168K +5,545 +24%
BPA
106
Beacon Pointe Advisors
California
$860K +$517K +17,057 +161%
HWMA
107
Heritage Wealth Management (Arizona)
Arizona
$799K +$778K +25,690 New
Creative Planning
108
Creative Planning
Kansas
$764K -$13.9K -460 -2%
QI
109
Qtron Investments
Massachusetts
$761K +$741K +24,483 New
MG
110
Mather Group
Illinois
$754K -$242 -8 -0%
IWA
111
Intercontinental Wealth Advisors
Texas
$731K -$3.94K -130 -0.6%
CS
112
Candriam SCA
Luxembourg
$730K +$711K +23,474 New
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$717K +$149K +4,913 +27%
AWA
114
Amplius Wealth Advisors
Pennsylvania
$688K -$11.4K -375 -2%
PA
115
Profund Advisors
Maryland
$671K +$653K +21,573 New
M&T Bank
116
M&T Bank
New York
$658K -$80.9K -2,671 -11%
MWM
117
Mission Wealth Management
California
$623K +$53.4K +1,765 +10%
LSAG
118
Lake Street Advisors Group
New Hampshire
$601K -$127K -4,185 -18%
UBS Group
119
UBS Group
Switzerland
$565K +$32.8K +1,084 +6%
KAS
120
Kestra Advisory Services
Texas
$550K -$73.3K -2,421 -12%
Janus Henderson Group
121
Janus Henderson Group
$541K – – –
CP
122
Covenant Partners
Tennessee
$537K +$523K +17,267 New
ECM
123
ExodusPoint Capital Management
New York
$534K +$520K +17,168 New
CIBC World Market
124
CIBC World Market
Ontario, Canada
$520K +$506K +16,717 New
BP
125
Ballentine Partners
Massachusetts
$518K +$7.57K +250 +2%