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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1001
Lifeworks Advisors
Michigan
$2.8M -$68.8K -664 -3%
BWAM
1002
Boyd Watterson Asset Management
Ohio
$2.79M -$3.83K -37 -0.1%
IB
1003
Intrust Bank
Kansas
$2.78M +$63K +608 +2%
MRCM
1004
M&R Capital Management
New Jersey
$2.77M -$31K -299 -1%
SVWAG
1005
Sound View Wealth Advisors Group
Georgia
$2.77M +$524K +5,059 +25%
SS
1006
Simplicity Solutions
Minnesota
$2.77M +$725 +7 +0%
BPWM
1007
Badgley Phelps Wealth Managers
Washington
$2.77M -$7.67M -74,086 -75%
S
1008
Seeyond
France
$2.77M +$634K +6,120 +32%
FHB
1009
First Hawaiian Bank
Hawaii
$2.76M -$366K -3,530 -12%
TP
1010
Tranquility Partners
Tennessee
$2.75M -$77.7K -750 -3%
GCM
1011
Glynn Capital Management
California
$2.74M
Jane Street
1012
Jane Street
New York
$2.74M -$16.8M -162,079 -87%
CPIG
1013
Chicago Partners Investment Group
Illinois
$2.73M +$17.1K +165 +0.7%
LSA
1014
Leonteq Securities AG
Switzerland
$2.71M +$764K +7,378 +43%
WA1
1015
Wimmer Associates 1
California
$2.71M -$15.5K -150 -0.6%
CFG
1016
Citizens Financial Group
Rhode Island
$2.71M -$17.2K -166 -0.7%
Wolverine Trading
1017
Wolverine Trading
Illinois
$2.71M +$1.99M +19,183 +350%
IA
1018
IFG Advisory
Georgia
$2.71M +$34.3K +331 +1%
CIC
1019
Crawford Investment Counsel
Georgia
$2.71M -$59.2K -572 -2%
VFA
1020
Valeo Financial Advisors
Indiana
$2.7M -$36.2K -350 -1%
IWM
1021
IHT Wealth Management
Illinois
$2.69M +$5.18K +50 +0.2%
CAS
1022
Coppell Advisory Solutions
Texas
$2.69M +$2.54M +24,538 New
CASC
1023
Coppell Advisory Solutions Corp
Texas
$2.69M +$2.54M +24,538 New
AOWM
1024
Alpha Omega Wealth Management
Virginia
$2.69M -$58.4K -564 -2%
CAM
1025
Cypress Asset Management
Texas
$2.68M -$152K -1,470 -6%