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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
501
Kingsview Wealth Management
Oregon
$10.3M +$1.52K +3 +0%
LI
502
LMCG Investments
Massachusetts
$10.3M -$670K -1,320 -6%
Acadian Asset Management
503
Acadian Asset Management
Massachusetts
$10.3M -$7.51M -14,800 -42%
CC
504
Chicago Capital
Illinois
$10.3M -$105K -206 -1%
LOAMS
505
Lombard Odier Asset Management (Switzerland)
Switzerland
$10M +$418K +823 +4%
MGP
506
Metis Global Partners
California
$10M +$585K +1,153 +6%
MFG
507
Merit Financial Group
Georgia
$10M +$1.01M +1,982 +11%
AA
508
Altrafin AG
$9.96M +$143K +282 +1%
AAS
509
Avantax Advisory Services
Texas
$9.93M -$353K -696 -3%
M
510
MOTCO
Texas
$9.92M -$238K -469 -2%
BWP
511
Baldwin Wealth Partners
Massachusetts
$9.9M +$666K +1,312 +7%
NB
512
NBT Bank
New York
$9.86M -$2.54K -5 -0%
CCM
513
Carderock Capital Management
Maryland
$9.85M -$80.2K -158 -0.8%
AWM
514
Apollon Wealth Management
South Carolina
$9.84M +$552K +1,088 +6%
SH
515
SeaTown Holdings
Singapore
$9.81M -$1.87M -3,695 -16%
HIMCH
516
Hartford Investment Management Co (HIMCO)
Connecticut
$9.77M -$282K -556 -3%
CBT
517
Central Bank & Trust
Kentucky
$9.77M -$1.25M -2,456 -11%
SAM
518
Sawgrass Asset Management
Florida
$9.66M -$578K -1,139 -6%
UM
519
UniSuper Management
Australia
$9.56M +$2.28M +4,485 +30%
FHA
520
First Horizon Advisors
Tennessee
$9.53M -$39.6K -78 -0.4%
WP
521
Woodline Partners
California
$9.5M +$9.68M +19,075 New
CCM
522
Corsair Capital Management
New York
$9.45M -$103K -203 -1%
KA
523
Kintegral Advisory
New York
$9.39M -$446K -879 -4%
CFO
524
Callan Family Office
Pennsylvania
$9.33M +$9.03M +17,793 +1,911%
CPH
525
C Partners Holding
Switzerland
$9.28M -$359K -708 -4%