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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Blueshift Asset Management
New Jersey
$324K +$275K +1,520 New
CGH
202
Crossmark Global Holdings
Texas
$321K -$82K -454 -23%
PWAM
203
Private Wealth Asset Management
Iowa
$320K
MF
204
Magnetar Financial
Illinois
$312K +$265K +1,465 New
PFM
205
Premier Fund Managers
United Kingdom
$312K -$459K -2,538 -63%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$301K +$255K +1,412 New
OQS
207
Occudo Quantitative Strategies
Florida
$300K +$254K +1,407 New
LIA
208
Limestone Investment Advisors
New York
$298K +$253K +1,400 New
TFA
209
Toth Financial Advisory
Virginia
$298K +$253K +1,400 New
Squarepoint
210
Squarepoint
New York
$294K +$249K +1,379 New
AI
211
Atria Investments
North Carolina
$293K -$36.5K -202 -13%
PIA
212
Perennial Investment Advisors
California
$286K -$121K -671 -33%
BAM
213
Bosun Asset Management
Illinois
$279K +$237K +1,309 New
HW
214
Hancock Whitney
Mississippi
$274K +$232K +1,286 New
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$265K +$225K +1,246 New
NWAG
216
Net Worth Advisory Group
Utah
$265K +$225K +1,243 New
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$263K +$223K +1,236 New
Capstone Investment Advisors
218
Capstone Investment Advisors
New York
$241K +$205K +1,133 New
M&T Bank
219
M&T Bank
New York
$240K +$203K +1,124 New
Truist Financial
220
Truist Financial
North Carolina
$236K -$275K -1,520 -58%
WP
221
Woodline Partners
California
$235K +$199K +1,101 New
VCA
222
Verdence Capital Advisors
Maryland
$230K +$195K +1,078 New
GAM
223
Gotham Asset Management
New York
$229K +$194K +1,074 New
AAS
224
Avantax Advisory Services
Texas
$227K +$192K +1,065 New
PA
225
Profund Advisors
Maryland
$222K +$188K +1,040 New