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Alector

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$738 – – –
MSFP
127
Mark Sheptoff Financial Planning
Connecticut
$603 – – –
Osaic Holdings
128
Osaic Holdings
Arizona
$603 +$643 +300 New
Farther Finance Advisors
129
Farther Finance Advisors
California
$509 +$208 +97 +62%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$400 – – –
FFO
131
Fortitude Family Office
Arizona
$269 -$259 -121 -47%
Clearstead Advisors
132
Clearstead Advisors
Ohio
$252 +$268 +125 New
Wealth Enhancement Trust Services
133
Wealth Enhancement Trust Services
South Dakota
$211 +$225 +105 New
IFP Advisors
134
IFP Advisors
Florida
$189 +$189 +88 +1,467%
KFG
135
Kingdom Financial Group
Arizona
$96 – – –
SJS Investment Consulting
136
SJS Investment Consulting
Ohio
$87 +$92 +43 New
Caitong International Asset Management
137
Caitong International Asset Management
Hong Kong
$84 +$86 +40 +2,000%
SBI Securities
138
SBI Securities
Japan
$40 – – –
JWM
139
JPL Wealth Management
Colorado
$37 +$39 +18 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$12 – – –
FCMI
141
Foresite Capital Management IV
California
– -$8.36M -3,887,200 Closed
Jane Street
142
Jane Street
New York
– -$856K -399,464 Closed
OL
143
Odyssean LLC
Connecticut
– -$193K -89,783 Closed
GSA Capital Partners
144
GSA Capital Partners
United Kingdom
– -$168K -78,207 Closed
State of Wyoming
145
State of Wyoming
Wyoming
– -$3.54K -1,645 Closed
Root Financial Partners
146
Root Financial Partners
California
– -$656 -305 Closed
Advisory Services Network
147
Advisory Services Network
Georgia
– -$583 -271 Closed
MAI Capital Management
148
MAI Capital Management
Ohio
– -$145 -67 Closed
LAS
149
Lloyd Advisory Services
Georgia
– -$103 -48 Closed