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Name Holding Trade Value Shares
Change
Change in
Stake
VF
201
Vista Finance
Missouri
$296K +$21.7K +195 +7%
Holocene Advisors
202
Holocene Advisors
New York
$291K +$328K +2,946 New
BHCM
203
Brevan Howard Capital Management
Jersey
$277K +$312K +2,806 New
Creative Planning
204
Creative Planning
Kansas
$277K -$517K -4,648 -62%
GAM
205
Gotham Asset Management
New York
$273K -$280K -2,520 -48%
EWA
206
EP Wealth Advisors
California
$270K +$58.9K +530 +24%
Lido Advisors
207
Lido Advisors
California
$269K +$5.89K +53 +2%
NWAG
208
Net Worth Advisory Group
Utah
$261K -$5.67K -51 -2%
MM
209
MQS Management
New York
$260K +$292K +2,625 New
CL
210
Choreo LLC
Illinois
$256K -$31.8K -286 -10%
HWM
211
Hohimer Wealth Management
Washington
$253K +$16.9K +152 +6%
Acadian Asset Management
212
Acadian Asset Management
Massachusetts
$253K -$1.18M -10,626 -81%
PAG
213
Private Advisor Group
New Jersey
$252K +$97.3K +875 +52%
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$247K
HFO
215
Heritage Family Offices
Arizona
$239K +$15.9K +143 +6%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$238K
IAN
217
Integrated Advisors Network
Texas
$231K -$214K -1,927 -45%
CTC
218
Cetera Trust Company
Minnesota
$225K
Vontobel Holding
219
Vontobel Holding
Switzerland
$225K -$94.9K -853 -27%
DFP
220
Defined Financial Planning
California
$213K
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$212K
EGM
222
Engineers Gate Manager
New York
$208K +$234K +2,102 New
B
223
Bailard
California
$208K +$234K +2,100 New
TPI
224
Trust Point Inc
Wisconsin
$207K -$292K -2,626 -56%
DWM
225
Dakota Wealth Management
Florida
$201K +$1K +9 +0.4%