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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Premier Fund Managers
United Kingdom
$350K +$366K +8,712 New
Cerity Partners
177
Cerity Partners
New York
$344K +$367K +8,716 New
YIH
178
Y-Intercept (HK)
Hong Kong
$337K +$359K +8,532 New
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$330K -$1.26K -30 -0.4%
DAS
180
Diversify Advisory Services
Utah
$315K -$460K -10,933 -61%
BF
181
BOK Financial
Oklahoma
$312K +$1.14K +27 +0.3%
MOACM
182
Mutual of America Capital Management
New York
$303K -$46.8K -1,113 -13%
TI
183
Tidal Investments
Wisconsin
$290K +$81.3K +1,932 +36%
CBU
184
CIBC Bancorp USA
Illinois
$289K +$307K +7,311 New
CM
185
Castleark Management
Illinois
$288K
SWGC
186
Summit Wealth Group (Colorado)
Colorado
$274K +$229K +5,449 New
VT
187
Vise Technologies
New York
$271K +$29.4K +699 +11%
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$269K +$26.3K +626 +9%
P
189
Pitcairn
Pennsylvania
$257K -$129K -3,062 -32%
MOS
190
MGO One Seven
Ohio
$247K +$2.78K +66 +1%
OWA
191
Outlook Wealth Advisors
Texas
$240K +$256K +6,087 New
GIM
192
Glenmede Investment Management
Pennsylvania
$239K -$358K -8,509 -58%
AIP
193
Ameritas Investment Partners
Nebraska
$234K -$44.2K -1,050 -15%
QCM
194
Quantinno Capital Management
New York
$230K +$26.3K +625 +12%
Corient Private Wealth
195
Corient Private Wealth
Florida
$229K +$47.8K +1,137 +24%
X
196
Xponance
Pennsylvania
$227K +$2.02K +48 +0.8%
II
197
Ibex Investors
Colorado
$221K +$236K +5,600 New
Vanguard Personalized Indexing Management
198
Vanguard Personalized Indexing Management
California
$221K -$22.7K -539 -9%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$220K +$48.1K +1,144 +26%
SI
200
Stephens Inc
Arkansas
$212K