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UL Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$293K +$27.2K +288 +11%
EWA
277
EverSource Wealth Advisors
Alabama
$293K -$40.5K -428 -13%
SAG
278
SageView Advisory Group
California
$285K +$2.17K +23 +0.8%
MK
279
MASTERINVEST Kapitalanlage
$280K +$19.8K +209 +8%
SPC
280
Spirepoint Private Client
Florida
$280K -$1.99K -21 -0.8%
OIS
281
OneAscent Investment Solutions
Alabama
$278K +$258K +2,731 New
LIP
282
Lighthouse Investment Partners
Florida
$277K +$257K +2,715 New
PEWA
283
Pacific Excel Wealth Advisors
California
$264K +$245K +2,587 New
HFO
284
Heritage Family Offices
Arizona
$264K -$74.3K -786 -23%
CF
285
Centaurus Financial
California
$256K -$662 -7 -0.3%
KBC Group
286
KBC Group
Belgium
$249K – – –
SCM
287
Shelton Capital Management
Colorado
$248K – – –
IIM
288
INTECH Investment Management
Florida
$246K +$228K +2,412 New
BCA
289
Bay Colony Advisors
Massachusetts
$245K +$284 +3 +0.1%
ECM
290
Everence Capital Management
Indiana
$245K – – –
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$243K +$226K +2,390 New
PCM
292
Prelude Capital Management
New York
$239K +$222K +2,351 New
PWM
293
Perigon Wealth Management
California
$238K +$221K +2,341 New
VT
294
Vise Technologies
New York
$233K +$216K +2,286 New
Jones Financial Companies
295
Jones Financial Companies
Missouri
$232K +$75.5K +798 +52%
NDSIB
296
North Dakota State Investment Board
North Dakota
$230K +$214K +2,262 New
FTWA
297
Fifth Third Wealth Advisors
Ohio
$228K +$212K +2,243 New
AssetMark Inc
298
AssetMark Inc
California
$216K +$143K +1,510 +247%
DP
299
Dearborn Partners
Illinois
$211K +$196K +2,075 New
CB
300
Commerce Bank
Missouri
$210K +$195K +2,064 New