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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Focused Wealth Management
New York
$421K -$4.68K -165 -0.8%
Universal-Beteiligungs- und Servicegesellschaft
152
Universal-Beteiligungs- und Servicegesellschaft
Germany
$413K +$556K +19,610 New
GCM
153
Graham Capital Management
Connecticut
$412K +$194K +6,844 +54%
KAS
154
Kestra Advisory Services
Texas
$395K -$389K -13,707 -42%
BCV
155
Banque Cantonale Vaudoise
Switzerland
$390K +$526K +18,546 New
FRM
156
Fox Run Management
Connecticut
$384K +$518K +18,266 New
MAM
157
Maytree Asset Management
Hong Kong
$383K +$516K +18,200 New
AWA
158
Arkadios Wealth Advisors
Georgia
$380K -$59.4K -2,095 -10%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$375K +$46.3K +1,632 +10%
PA
160
Probity Advisors
Texas
$367K +$20.9K +738 +4%
Vontobel Holding
161
Vontobel Holding
Switzerland
$365K +$492K +17,350 New
CMF
162
Counterpoint Mutual Funds
California
$363K +$490K +17,251 New
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$357K +$32.2K +1,133 +7%
PA
164
PFG Advisors
Arizona
$356K +$62.4K +2,200 +15%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$351K -$10.8K -382 -2%
CPWA
166
Cerro Pacific Wealth Advisors
California
$350K +$289K +10,175 New
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$347K +$468K +16,504 New
WP
168
Woodline Partners
California
$346K +$466K +16,426 New
AIP
169
Arrowpoint Investment Partners
Singapore
$345K +$465K +16,403 New
Bank of Nova Scotia
170
Bank of Nova Scotia
Ontario, Canada
$343K +$463K +16,321 New
PCP
171
Perbak Capital Partners
United Kingdom
$341K +$460K +16,210 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$331K +$338K +11,918 +313%
KWA
173
Kingswood Wealth Advisors
California
$329K -$80K -2,820 -15%
TAM
174
Tocqueville Asset Management
New York
$317K -$25.5K -900 -6%
SG Americas Securities
175
SG Americas Securities
New York
$317K +$124K +4,381 +41%