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Azio AI Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$927K +$29.5K +1,517 +3%
BlackRock
2
BlackRock
New York
$307K -$2.63K -135 -0.8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$236K +$28.3K +1,455 +13%
FHA
4
Flagship Harbor Advisors
Massachusetts
$74.2K – – –
CPRC
5
Consolidated Portfolio Review Corp
New York
$44.9K – – –
CA
6
Crewe Advisors
Utah
$28.1K – – –
CSC
7
Caldwell Sutter Capital
California
$24.9K – – –
Northern Trust
8
Northern Trust
Illinois
$24.2K – – –
IFAM
9
Institutional & Family Asset Management
Colorado
$18.1K – – –
IFP Advisors
10
IFP Advisors
Florida
$9.07K – – –
Allworth Financial
11
Allworth Financial
California
$4.55K – – –
CoreCap Advisors
12
CoreCap Advisors
Michigan
$3.82K +$3.89K +200 New
Simplex Trading
13
Simplex Trading
Illinois
$2K -$1.13K -58 -34%
AP
14
Atwood & Palmer
Missouri
$1.24K – – –
Tower Research Capital (TRC)
15
Tower Research Capital (TRC)
New York
$1.06K -$447 -23 -29%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$411 – – –
Bank of America
17
Bank of America
North Carolina
$218 +$214 +11 New
Morgan Stanley
18
Morgan Stanley
New York
$115 – – –
JP Morgan Chase
19
JP Morgan Chase
New York
$78 – – –
DCM
20
Davis Capital Management
Florida
$6 – – –
PI
21
PFG Investments
New York
– -$63.5K -2,350 Closed
Stifel Financial
22
Stifel Financial
Missouri
– -$48.6K -1,800 Closed
Citadel Advisors
23
Citadel Advisors
Florida
– -$23.3K -1,199 Closed
Wells Fargo
24
Wells Fargo
California
– -$265 -10 Closed
Parallel Advisors
25
Parallel Advisors
California
– -$135 -5 Closed