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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
276
ABN AMRO Investment Solutions
$731K +$322K +20,266 +120%
Truist Financial
277
Truist Financial
North Carolina
$715K +$16.4K +1,035 +3%
PIMJS
278
PKO Investment Management Joint-Stock
Poland
$710K
SA
279
Sanctuary Advisors
Indiana
$708K -$43.7K -2,753 -7%
OL
280
Odyssean LLC
Connecticut
$706K +$569K +35,838 New
RIM
281
Rakuten Investment Management
Japan
$697K -$2.63M -165,824 -83%
PWM
282
Perigon Wealth Management
California
$693K +$321K +20,228 +136%
LNWTC
283
Laird Norton Wetherby Trust Company
Washington
$686K +$552K +34,783 New
EHC
284
Everett Harris & Co
California
$678K
DAS
285
Diversify Advisory Services
Utah
$663K -$6.83K -430 -1%
WPC
286
Wedmont Private Capital
Pennsylvania
$654K +$27.7K +1,748 +6%
AFG
287
Atomi Financial Group
New York
$636K +$89.2K +5,620 +21%
VF
288
Virtu Financial
New York
$635K +$511K +32,217 New
Capital Fund Management (CFM)
289
Capital Fund Management (CFM)
France
$629K -$7.77M -489,388 -94%
DL
290
Dockside LLC
New York
$624K +$503K +31,665 New
Schroder Investment Management Group
291
Schroder Investment Management Group
United Kingdom
$623K +$16K +1,011 +3%
Nisa Investment Advisors
292
Nisa Investment Advisors
Missouri
$619K +$145K +9,132 +41%
DWM
293
Dakota Wealth Management
Florida
$612K +$493K +31,054 New
SDH
294
Sloy Dahl & Holst
Washington
$605K +$48 +3 +0%
HWM
295
HB Wealth Management
Georgia
$600K +$138K +8,719 +40%
SC
296
Sapient Capital
Indiana
$595K
CC
297
Centiva Capital
New York
$584K +$471K +29,645 New
STA
298
Summit Trail Advisors
New York
$582K -$4.48K -282 -0.9%
William Blair & Company
299
William Blair & Company
Illinois
$578K -$33.3K -2,098 -7%
LOAMS
300
Lombard Odier Asset Management (Switzerland)
Switzerland
$577K +$38.7K +2,440 +9%