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Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
201
Cerro Pacific Wealth Advisors
California
$295K +$41.7K +1,825 +18%
DS
202
DRW Securities
Illinois
$291K +$271K +11,853 New
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$290K
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$284K -$69.3K -3,031 -21%
IWC
205
Integrated Wealth Concepts
Massachusetts
$283K +$263K +11,511 New
FFG
206
Fortem Financial Group
California
$272K -$426K -18,620 -63%
AWM
207
Apollon Wealth Management
South Carolina
$267K +$248K +10,859 New
CIA
208
Concurrent Investment Advisors
Florida
$261K -$87.7K -3,838 -27%
JCFM
209
JBR Co Financial Management
Oklahoma
$261K +$21.8K +955 +10%
AAS
210
Avantax Advisory Services
Texas
$256K +$238K +10,409 New
HT
211
Headlands Technologies
Illinois
$256K +$238K +10,404 New
Fidelity Investments
212
Fidelity Investments
Massachusetts
$255K -$236K -10,310 -50%
BW
213
BIP Wealth
Georgia
$253K
MG
214
Marex Group
$250K +$232K +10,170 New
PD
215
Point72 (DIFC)
United Arab Emirates
$242K +$225K +9,840 New
Jones Financial Companies
216
Jones Financial Companies
Missouri
$240K +$62.3K +2,727 +38%
VA
217
Vident Advisory
Georgia
$239K -$12.8M -558,768 -98%
BFM
218
Boothbay Fund Management
New York
$239K +$222K +9,716 New
NRD
219
Nebula Research & Development
New York
$234K +$217K +9,512 New
X
220
Xponance
Pennsylvania
$233K +$217K +9,479 New
MML Investors Services
221
MML Investors Services
Massachusetts
$225K -$19K -832 -8%
LSC
222
Lesa Sroufe & Co
Washington
$224K +$208K +9,109 New
KWM
223
Kingsview Wealth Management
Oregon
$221K -$16.5K -722 -7%
SPA
224
Sherbrooke Park Advisers
New York
$219K +$203K +8,895 New
Principal Financial Group
225
Principal Financial Group
Iowa
$212K +$197K +8,613 New