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Name Holding Trade Value Shares
Change
Change in
Stake
AII
1026
AGF Investments Inc
Ontario, Canada
$628K +$529K +8,000 +500%
PAM
1027
Princeton Alpha Management
New Jersey
$616K +$623K +9,419 New
RWA
1028
River Wealth Advisors
Pennsylvania
$614K +$621K +9,394 New
JT
1029
Jump Trading
Illinois
$613K +$620K +9,370 New
BWP
1030
Baldwin Wealth Partners
Massachusetts
$610K +$14.5K +220 +2%
W
1031
Wealthfront
California
$607K +$83.2K +1,258 +16%
DLHL
1032
Donald L. Hagan LLC
Florida
$603K +$112K +1,700 +23%
FC
1033
Farley Capital
New York
$602K -$26.4K -400 -4%
CC
1034
CQS Cayman
Cayman Islands
$600K +$607K +9,180 New
AIM
1035
Acropolis Investment Management
Missouri
$596K -$32.1K -485 -5%
PHK
1036
Point72 Hong Kong
Hong Kong
$593K +$518K +7,832 +638%
JIC
1037
Johnson Investment Counsel
Ohio
$591K +$33.1K +500 +6%
PMFA
1038
Plante Moran Financial Advisors
Michigan
$586K -$57.9K -876 -9%
GC
1039
Gratry & Company
Ohio
$585K +$591K +8,940 New
CIC
1040
Chilton Investment Company
Connecticut
$583K +$24.9K +376 +4%
GI
1041
Gradient Investments
Minnesota
$580K -$26.7K -404 -4%
FANJ
1042
Financial Architects (New Jersey)
New Jersey
$577K +$88.3K +1,336 +18%
WJA
1043
Williams Jones & Associates
New York
$571K
MC
1044
Moors & Cabot
Massachusetts
$561K +$282K +4,266 +99%
HSA
1045
HBK Sorce Advisory
Pennsylvania
$558K +$83K +1,256 +17%
AA
1046
ALPS Advisors
Colorado
$556K +$562K +8,501 New
GLI
1047
Guardian Life Insurance
New York
$555K -$175K -2,651 -24%
SGAM
1048
Steinberg Global Asset Management
Florida
$554K +$7.14K +108 +1%
SA
1049
Strategic Advisors
New York
$552K -$514K -7,780 -75%
FHA
1050
First Horizon Advisors
Tennessee
$552K +$6.35K +96 +1%