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Certara

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$3K – – –
TPCW
152
TD Private Client Wealth
New York
$2.42K – – –
QC
153
Quent Capital
New York
$2K -$39 -2 -2%
BAM
154
Bellevue Asset Management
Washington
$2K – – –
Loomis, Sayles & Company
155
Loomis, Sayles & Company
Massachusetts
$2K – – –
SWM
156
Spire Wealth Management
Virginia
$2K – – –
PA
157
Parallel Advisors
California
$2K +$237 +12 +13%
TWA
158
TCI Wealth Advisors
Arizona
$2K +$1.5K +76 New
CAL
159
Capital Advisors Ltd
Ohio
$1K +$257 +13 +108%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$1K +$711 +36 +257%
SPIA
161
Steward Partners Investment Advisory
New York
$1K +$711 +36 New
Citadel Advisors
162
Citadel Advisors
Florida
– -$951K -48,190 Closed
PCM
163
Pentwater Capital Management
Florida
– -$859K -40,000 Closed
Prudential Financial
164
Prudential Financial
New Jersey
– -$741K -34,489 Closed
CC
165
Clearline Capital
New York
– -$636K -29,600 Closed
First Trust Advisors
166
First Trust Advisors
Illinois
– -$479K -22,323 Closed
JF
167
Jump Financial
Illinois
– -$468K -21,807 Closed
YIH
168
Y-Intercept (HK)
Hong Kong
– -$453K -21,108 Closed
Balyasny Asset Management
169
Balyasny Asset Management
Illinois
– -$442K -20,568 Closed
Allspring Global Investments
170
Allspring Global Investments
North Carolina
– -$388K -18,075 Closed
DTL
171
Dynamic Technology Lab
Singapore
– -$325K -15,110 Closed
AWS
172
Atria Wealth Solutions
New York
– -$218K -10,171 Closed
TC
173
TwinBeech Capital
New York
– -$203K -9,464 Closed
SOW
174
State of Wyoming
Wyoming
– -$26K -1,214 Closed
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
– -$19.1K -890 Closed