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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
51
Rothschild Investment LLC
Illinois
$329 +$197 +21 +175%
EP
52
Essential Partners
California
$319 -$1.46K -156 -83%
FFA
53
Farther Finance Advisors
California
$236 +$225 +24 New
Jones Financial Companies
54
Jones Financial Companies
Missouri
$162 -$9 -1 -5%
NFSG
55
Newbridge Financial Services Group
Florida
$150 – – –
SIC
56
SJS Investment Consulting
Ohio
$150 +$141 +15 New
FFO
57
Fortitude Family Office
Arizona
$120 +$113 +12 New
CIAM
58
Caitong International Asset Management
Hong Kong
$90 +$84 +9 New
IA
59
IFG Advisory
Georgia
$50 – – –
CA
60
Clearstead Advisors
Ohio
$30 +$28 +3 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$30 +$28 +3 New
JWM
62
JPL Wealth Management
Colorado
$10 +$9 +1 New
HNB
63
Huntington National Bank
Ohio
$1 +$9 +1 New
TAS
64
TIFF Advisory Services
Pennsylvania
– -$7.14M -35,229 Closed
Vanguard Portfolio Management
65
Vanguard Portfolio Management
Pennsylvania
– -$284K -27,983 Closed
GCP
66
GSA Capital Partners
United Kingdom
– -$128K -12,675 Closed
Bank of New York Mellon
67
Bank of New York Mellon
New York
– -$99.8K -9,850 Closed
Renaissance Technologies
68
Renaissance Technologies
New York
– -$97.1K -9,585 Closed
AL
69
Arnhold LLC
New York
– -$83.2K -8,214 Closed
Invesco
70
Invesco
Georgia
– -$81.3K -8,023 Closed
Bank of America
71
Bank of America
North Carolina
– -$68.6K -6,777 Closed
BAM
72
Byrne Asset Management
New Jersey
– -$68.2K -6,732 Closed
Deutsche Bank
73
Deutsche Bank
Germany
– -$41.4K -4,059 Closed
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
– -$32K -3,101 Closed
EGM
75
Engineers Gate Manager
New York
– -$27.8K -2,739 Closed