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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$546K -$906 -20 -0.2%
DDC
352
DF Dent & Co
Maryland
$541K -$136 -3 -0%
VIM
353
Vinva Investment Management
Australia
$532K +$506K +11,165 New
William Blair & Company
354
William Blair & Company
Illinois
$531K -$106K -2,348 -17%
AF
355
Allworth Financial
California
$530K +$18.9K +416 +4%
CA
356
Commerzbank Aktiengesellschaft
Germany
$522K
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$508K -$604K -13,326 -55%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$497K +$78.5K +1,732 +20%
AWS
359
Atria Wealth Solutions
New York
$491K +$453 +10 +0.1%
PWW
360
Pettyjohn Wood & White
Virginia
$489K -$159K -3,500 -25%
CS
361
Capital Square
Tennessee
$488K +$5.12K +113 +1%
AIMCA
362
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$487K
ECM
363
Everence Capital Management
Indiana
$486K
Assenagon Asset Management
364
Assenagon Asset Management
Luxembourg
$475K -$289K -6,373 -39%
LWAM
365
Legacy Wealth Asset Management
Minnesota
$470K +$18K +398 +4%
DU
366
Delphia (USA)
Ontario, Canada
$469K +$213K +4,693 +90%
Baird Financial Group
367
Baird Financial Group
Wisconsin
$452K -$153K -3,386 -26%
BW
368
Bison Wealth
Georgia
$447K +$429K +9,459 New
BWP
369
Balboa Wealth Partners
Arizona
$444K -$39K -861 -8%
SPA
370
Sherbrooke Park Advisers
New York
$440K +$422K +9,300 New
MFG
371
Mendota Financial Group
Wisconsin
$438K -$137K -3,024 -25%
TI
372
Tidal Investments
Wisconsin
$431K +$12.3K +272 +3%
MFA
373
Morling Financial Advisors
California
$430K
TMAM
374
Tokio Marine Asset Management
Japan
$421K +$51.4K +1,133 +15%
VI
375
Versor Investments
New York
$412K +$395K +8,724 New