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Name Holding Trade Value Shares
Change
Change in
Stake
O'Shaughnessy Asset Management
301
O'Shaughnessy Asset Management
Connecticut
$714K +$646K +8,221 New
Simplex Trading
302
Simplex Trading
Illinois
$711K -$3.93M -50,000 -86%
IA
303
Inspire Advisors
Idaho
$708K +$9.74K +124 +2%
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$707K +$409K +5,203 +177%
Vanguard Personalized Indexing Management
305
Vanguard Personalized Indexing Management
California
$699K +$113K +1,434 +22%
AQR Capital Management
306
AQR Capital Management
Connecticut
$692K +$625K +7,960 New
Prospera Financial Services
307
Prospera Financial Services
Texas
$689K +$59.7K +760 +11%
MLICM
308
Metropolitan Life Insurance Company (MetLife)
New York
$661K -$55K -700 -8%
Kingswood Wealth Advisors
309
Kingswood Wealth Advisors
California
$661K -$3.38K -43 -0.6%
BRIA
310
Balanced Rock Investment Advisors
Massachusetts
$660K -$145K -1,849 -20%
DCM
311
DGS Capital Management
New Jersey
$659K +$27.4K +349 +5%
BOM
312
Bank of Marin
California
$658K -$25.9K -330 -4%
BHPW
313
Beverly Hills Private Wealth
California
$650K +$328K +4,174 +126%
ACA
314
Atlas Capital Advisors
Wyoming
$649K +$459K +5,848 +360%
APG Asset Management
315
APG Asset Management
Netherlands
$616K +$134K +1,700 +29%
Van Lanschot Kempen Investment Management
316
Van Lanschot Kempen Investment Management
Netherlands
$608K -$889K -11,321 -62%
NRD
317
Nebula Research & Development
New York
$596K +$538K +6,852 New
MFS
318
Mirabella Financial Services
United Kingdom
$594K +$537K +6,840 New
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$594K -$196K -2,496 -27%
Sequoia Financial Advisors
320
Sequoia Financial Advisors
Ohio
$590K +$26.2K +334 +5%
Walleye Capital
321
Walleye Capital
New York
$581K +$526K +6,690 New
Federation des caisses Desjardins du Quebec
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$579K +$504K +6,412 +2,181%
Corient Private Wealth
323
Corient Private Wealth
Florida
$561K -$91.8K -1,169 -15%
Belpointe Asset Management
324
Belpointe Asset Management
Nevada
$561K -$78.6K -1,000 -13%
Circle Wealth Management
325
Circle Wealth Management
New Jersey
$540K – – –