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Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
401
Verition Fund Management
Connecticut
$498K -$22.3M -179,366 -98%
CUAMC
402
China Universal Asset Management Company
China
$491K -$24.5K -197 -6%
IC
403
Inscription Capital
Texas
$491K +$377K +3,037 New
BWP
404
Balboa Wealth Partners
Arizona
$489K +$37.2K +300 +11%
CIA
405
Cladis Investment Advisory
Montana
$485K +$124K +1,000 +50%
Vanguard Personalized Indexing Management
406
Vanguard Personalized Indexing Management
California
$483K +$371K +2,989 New
IWM
407
IHT Wealth Management
Illinois
$481K +$45.9K +370 +14%
Brown Advisory
408
Brown Advisory
Maryland
$479K -$16K -129 -4%
Baird Financial Group
409
Baird Financial Group
Wisconsin
$470K -$6.58K -53 -2%
IAA
410
Independent Advisor Alliance
North Carolina
$470K +$77.3K +623 +27%
PCIA
411
Prime Capital Investment Advisors
Kansas
$468K -$72.7K -586 -17%
TRCT
412
Tower Research Capital (TRC)
New York
$452K +$70.3K +566 +25%
AF
413
Allworth Financial
California
$449K +$260K +2,096 +309%
DADC
414
D.A. Davidson & Co
Montana
$437K -$36.6K -295 -10%
FSBI
415
Fearless Solutions (Best Invest)
Texas
$436K -$24.8K -200 -7%
APWM
416
Argonautica Private Wealth Management
Massachusetts
$434K +$745 +6 +0.2%
FA
417
Fountainhead AM
New Jersey
$432K -$34.8K -280 -9%
TFGT
418
TS Financial Group (TSFG)
Illinois
$431K
HJIM
419
Henry James International Management
New York
$427K +$2.11K +17 +0.6%
CWG
420
Crown Wealth Group
North Carolina
$421K
MWM
421
Meridian Wealth Management
Kentucky
$416K +$6.7K +54 +2%
NG
422
Northstar Group
New York
$416K +$52.8K +425 +20%
BAM
423
Belpointe Asset Management
Nevada
$407K -$1.12K -9 -0.4%
FCA
424
Fortis Capital Advisors
Kansas
$407K -$1.12K -9 -0.4%
Lido Advisors
425
Lido Advisors
California
$403K +$309K +2,492 New