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Name Holding Trade Value Shares
Change
Change in
Stake
CW
201
CreativeOne Wealth
Kansas
$857K +$150K +1,411 +17%
PI
202
PFG Investments
New York
$856K -$78.2K -737 -7%
PAG
203
Private Advisor Group
New Jersey
$820K -$171K -1,616 -15%
RT
204
Rockland Trust
Massachusetts
$815K +$77.9K +735 +9%
Boston Partners
205
Boston Partners
Massachusetts
$797K +$326K +3,070 +53%
LI
206
Lafayette Investments
Maryland
$794K +$212 +2 +0%
CA
207
Carson Advisory
Georgia
$786K
ATIA
208
American Trust Investment Advisors
New Hampshire
$783K +$212K +1,995 +30%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$781K +$164K +1,551 +22%
LSA
210
Lion Street Advisors
Texas
$779K
EF
211
Empowered Funds
Pennsylvania
$769K +$609K +5,746 +207%
TCM
212
Tang Capital Management
California
$736K -$36.8K -347 -4%
BCI
213
Brinker Capital Investments
Pennsylvania
$730K +$77.1K +727 +10%
OPS
214
Orion Portfolio Solutions
Nebraska
$730K +$77.1K +727 +10%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$726K -$223K -2,105 -21%
Man Group
216
Man Group
United Kingdom
$724K -$2.77M -26,086 -76%
GC
217
GatePass Capital
Ohio
$721K +$498K +4,700 +142%
GCA
218
Greenwood Capital Associates
South Carolina
$711K +$62.4K +588 +8%
SC
219
SummitTX Capital
Texas
$711K +$837K +7,889 New
LCGC
220
Legacy Capital Group California
California
$704K -$6.58K -62 -0.8%
OF
221
Optimize Financial
California
$699K +$249K +2,347 +43%
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$697K -$523K -4,928 -39%
PA
223
Promethium Advisors
Maryland
$689K +$811K +7,650 New
AFCM
224
Applied Finance Capital Management
Puerto Rico
$687K -$82.9K -782 -9%
SAM
225
Storebrand Asset Management
Norway
$677K -$7.48M -70,504 -90%