Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
151
Vanguard Personalized Indexing Management
California
$67K +$64.2K +11,006 New
BWCS
152
Beirne Wealth Consulting Services
Connecticut
$66K +$64.1K +11,000 New
PAMS
153
Pictet Asset Management (Switzerland)
Switzerland
$65K +$62.4K +10,700 New
Canada Life
154
Canada Life
Manitoba, Canada
$64K – – –
MMA
155
Miracle Mile Advisors
California
$62K – – –
SPIA
156
Steward Partners Investment Advisory
New York
$45K – – –
Lazard Asset Management
157
Lazard Asset Management
New York
$44K -$3.32K -569 -7%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$43K +$40.2K +6,897 +6,897%
PHK
159
Point72 Hong Kong
Hong Kong
$39K -$254K -43,595 -87%
SOW
160
State of Wyoming
Wyoming
$39K +$9.6K +1,647 +35%
CAC
161
Cowen and Company
New York
$30K +$5.12K +878 +21%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$21K – – –
QCG
163
Quadrant Capital Group
Ohio
$18K – – –
AWM
164
Accel Wealth Management
Iowa
$12K – – –
PA
165
Parallel Advisors
California
$9K – – –
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.16K +1,400 New
Baillie Gifford & Co
167
Baillie Gifford & Co
United Kingdom
$7K – – –
SIAP
168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K – – –
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$4K +$834 +143 +31%
TWA
170
TCI Wealth Advisors
Arizona
$4K +$1.43K +245 +74%
US Bancorp
171
US Bancorp
Minnesota
$2K -$21.4K -3,672 -93%
PP
172
PrairieView Partners
Minnesota
$2K – – –
IECM
173
Intrinsic Edge Capital Management
Illinois
– -$5.33M -901,317 Closed
Ameriprise
174
Ameriprise
Minnesota
– -$543K -92,033 Closed
PP
175
PDT Partners
New York
– -$356K -60,246 Closed