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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
176
Arax Advisory Partners
Colorado
$1.75K – – –
MCM
177
Manchester Capital Management
Vermont
$1.62K +$528 +161 +53%
EWM
178
Evermay Wealth Management
Virginia
$1.47K – – –
PA
179
PSI Advisors
Florida
$1.47K – – –
UB
180
UMB Bank
Missouri
$1.32K – – –
VCM
181
Versant Capital Management
Arizona
$1.07K – – –
PCTC
182
Perkins Coie Trust Company
Washington
$1.05K – – –
GRP
183
Global Retirement Partners
California
$1.03K – – –
CAL
184
Capital Analysts LLC
Pennsylvania
$1K – – –
GWS
185
Glassman Wealth Services
Virginia
$987 – – –
MCM
186
MV Capital Management
Maryland
$903 – – –
FFA
187
Farther Finance Advisors
California
$508 – – –
CAS
188
Coppell Advisory Solutions
Texas
$358 +$328 +100 New
PCA
189
Providence Capital Advisors
North Carolina
$245 – – –
AF
190
Allworth Financial
California
$56 -$157 -48 -75%
AGAM
191
Audent Global Asset Management
California
$56 +$52 +16 New
Federated Hermes
192
Federated Hermes
Pennsylvania
$7 -$10 -3 -60%
IVMX
193
Institutional Venture Management XV
California
– -$34M -10,529,446 Closed
SG Americas Securities
194
SG Americas Securities
New York
– -$371K -114,724 Closed
DFCM
195
Dark Forest Capital Management
Puerto Rico
– -$109K -33,648 Closed
MFS
196
Mirabella Financial Services
United Kingdom
– -$78.6K -24,342 Closed
Corient Private Wealth
197
Corient Private Wealth
Florida
– -$77.1K -24,119 Closed
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
– -$65K -20,125 Closed
TSS
199
Two Sigma Securities
New York
– -$47.8K -14,809 Closed
GWSG
200
GPS Wealth Strategies Group
Colorado
– -$33.2K -10,286 Closed