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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
676
Romano Brothers & Co
Illinois
$1.26K +$1.19K +44 New
Fidelity International
677
Fidelity International
Bermuda
$1.15K +$1.08K +40 New
GI
678
Gradient Investments
Minnesota
$1.06K +$458 +17 +85%
AA
679
Addison Advisors
Vermont
$1.03K – – –
AW
680
Avion Wealth
Texas
$1K – – –
TFA
681
Transamerica Financial Advisors
Florida
$1K – – –
CFB
682
Cullen/Frost Bankers
Texas
$949 – – –
CCA
683
Column Capital Advisors
Indiana
$920 – – –
TCWA
684
Ten Capital Wealth Advisors
Washington
$892 +$835 +31 New
FCA
685
Fortis Capital Advisors
Kansas
$863 +$809 +30 New
RWM
686
Raffa Wealth Management
District of Columbia
$748 – – –
MPCL
687
My Personal CFO LLC
Washington
$489 +$458 +17 New
WA
688
WestEnd Advisors
North Carolina
$431 +$108 +4 +36%
BWM
689
BerganKDV Wealth Management
Minnesota
$374 +$350 +13 New
TWD
690
True Wealth Design
Ohio
$374 +$350 +13 New
WIM
691
Westside Investment Management
California
$14 – – –
IIM
692
Intact Investment Management
Quebec, Canada
– -$6.19M -273,800 Closed
N
693
Natixis
France
– -$4.04M -178,691 Closed
CSCSIM
694
Clear Sky Carbon Solutions Investment Management
Texas
– -$3.5M -155,000 Closed
Voloridge Investment Management
695
Voloridge Investment Management
Florida
– -$3.33M -147,119 Closed
BI
696
Bramshill Investments
Florida
– -$2.79M -123,452 Closed
GAMA
697
Graticule Asia Macro Advisors
New York
– -$2.49M -110,300 Closed
LOAMS
698
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.41M -106,620 Closed
LOAMU
699
Lombard Odier Asset Management (USA)
New York
– -$2.26M -100,000 Closed
SM
700
SG3 Management
Puerto Rico
– -$1.92M -85,000 Closed