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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Perigon Wealth Management
California
$261K -$16.5K -429 -6%
ET
302
Entropy Technologies
New York
$261K +$240K +6,244 New
LJAC
303
L.J. Altfest & Co
New York
$250K -$2.96K -77 -1%
SOW
304
State of Wyoming
Wyoming
$249K +$30.2K +787 +15%
IAA
305
Independent Advisor Alliance
North Carolina
$243K -$18.1K -470 -7%
Cerity Partners
306
Cerity Partners
New York
$239K +$220K +5,736 New
HAG
307
HighPoint Advisor Group
Illinois
$239K +$220K +5,738 New
CAM
308
Congress Asset Management
Massachusetts
$236K – – –
LCM
309
LRT Capital Management
Texas
$224K -$531K -13,831 -72%
PAS
310
Point72 Asia (Singapore)
Singapore
$223K +$205K +5,339 New
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$217K -$236K -6,137 -54%
PA
312
Profund Advisors
Maryland
$214K +$197K +5,133 New
TI
313
Tidal Investments
Wisconsin
$209K +$193K +5,015 New
SP
314
Successful Portfolios
Florida
$209K – – –
IA
315
Investor AB
Sweden
$209K +$192K +5,000 New
FL
316
Fort LP
Maryland
$205K +$189K +4,919 New
PWMAG
317
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$2.31K +60 +1%
IA
318
IFP Advisors
Florida
$143K -$5.69K -148 -4%
MCM
319
Manchester Capital Management
Vermont
$127K +$384 +10 +0.3%
PAM
320
Paradigm Asset Management
New York
$125K – – –
LSA
321
Leonteq Securities AG
Switzerland
$120K +$45.7K +1,190 +71%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$119K +$17.4K +452 +19%
BWP
323
Baldwin Wealth Partners
Massachusetts
$117K – – –
PFBT
324
Parkside Financial Bank & Trust
Missouri
$115K +$11.3K +294 +12%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$113K +$17.1K +446 +20%