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CARL

Carlsmed

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$3.7K +$2.68K +222 +119%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$3.67K
GI
53
GAMMA Investing
California
$1.22K +$1.63K +135 New
SCM
54
Sterling Capital Management
North Carolina
$1.18K -$592 -49 -27%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$534 -$1.3K -108 -65%
SFS
56
Sunrise Financial Services
Washington
$235 +$314 +26 New
Osaic Holdings
57
Osaic Holdings
Arizona
$181
RFP
58
Root Financial Partners
California
$136 +$181 +15 New
MCM
59
MAI Capital Management
Ohio
$37 +$48 +4 New
EP
60
Essential Partners
California
$36 +$36 +3 +300%
CIAM
61
Caitong International Asset Management
Hong Kong
$36 +$48 +4 New
ASN
62
Advisory Services Network
Georgia
$27 +$36 +3 New
TWD
63
True Wealth Design
Ohio
$19 -$24 -2 -50%
AF
64
Allworth Financial
California
$19
FFA
65
Farther Finance Advisors
California
$19 +$24 +2 New
IA
66
IFP Advisors
Florida
$9 -$12 -1 -50%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
-$2.16M -175,000 Closed
Millennium Management
68
Millennium Management
New York
-$1.59M -128,970 Closed
Norges Bank
69
Norges Bank
Norway
-$803K -65,000 Closed
GCM
70
Ghisallo Capital Management
Massachusetts
-$618K -50,000 Closed
SAM
71
Sectoral Asset Management
Quebec, Canada
-$589K -47,700 Closed
Cohen & Steers
72
Cohen & Steers
New York
-$247K -20,000 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
-$195K -15,800 Closed
SO
74
STRS Ohio
Ohio
-$14.8K -1,200 Closed
IGAM
75
iA Global Asset Management
Quebec, Canada
-$12K -1,000 Closed