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Name Holding Trade Value Shares
Change
Change in
Stake
CP
126
Covenant Partners
Tennessee
$609K +$591K +21,952 New
SGA
127
Strategic Global Advisors
California
$601K -$3.55K -132 -0.6%
EI
128
Ellevest Inc
New York
$590K +$266K +9,878 +87%
ZB
129
Zions Bancorporation
Utah
$578K -$48.4K -1,797 -8%
CAM
130
Cidel Asset Management
Ontario, Canada
$552K -$207K -7,695 -28%
Cerity Partners
131
Cerity Partners
New York
$544K +$49.5K +1,840 +10%
BF
132
BOK Financial
Oklahoma
$543K -$13K -484 -2%
RJT
133
Raymond James Trust
Florida
$540K +$39.4K +1,465 +8%
QCM
134
Quantinno Capital Management
New York
$528K +$513K +19,056 New
AT
135
Arden Trust
Delaware
$527K +$256K +9,512 +100%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$527K -$279K -10,361 -35%
OMC
137
Old Mission Capital
Illinois
$526K -$3.38M -125,671 -87%
SWS
138
SYSTM Wealth Solutions
Illinois
$526K +$511K +18,985 New
BL
139
Balentine LLC
Georgia
$513K +$60.9K +2,263 +14%
UBS Group
140
UBS Group
Switzerland
$501K +$83.8K +3,111 +21%
PA
141
Profund Advisors
Maryland
$498K +$37.7K +1,401 +8%
LSAG
142
Lake Street Advisors Group
New Hampshire
$495K -$1.21K -45 -0.3%
ECM
143
ExodusPoint Capital Management
New York
$490K +$82.4K +3,062 +21%
LCAM
144
London & Capital Asset Management
United Kingdom
$489K -$649K -24,091 -58%
Janus Henderson Group
145
Janus Henderson Group
$485K -$465K -17,287 -50%
EAM
146
Eagle Asset Management
Florida
$484K -$11.1K -414 -2%
BTWM
147
Baker Tilly Wealth Management
Wisconsin
$483K +$208K +7,729 +80%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$482K +$76.5K +2,843 +20%
PWPS
149
Pinnacle Wealth Planning Services
Ohio
$467K +$101K +3,764 +29%
AssetMark Inc
150
AssetMark Inc
California
$463K +$87K +3,230 +24%