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Coupang

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
326
Martingale Asset Management
Massachusetts
$671K -$140K -7,765 -17%
KWM
327
Keebeck Wealth Management
Illinois
$661K -$245K -13,580 -26%
Commonwealth Equity Services
328
Commonwealth Equity Services
Massachusetts
$660K +$30K +1,662 +5%
Aberdeen Group
329
Aberdeen Group
United Kingdom
$656K -$3.2M -177,390 -82%
Empower Advisory Group
330
Empower Advisory Group
Colorado
$652K
KeyBank National Association
331
KeyBank National Association
Ohio
$645K +$176K +9,748 +36%
IFWM
332
Institute for Wealth Management
Colorado
$638K -$18K -1,000 -3%
BPA
333
Beacon Pointe Advisors
California
$630K +$68.2K +3,779 +12%
CIA
334
Concurrent Investment Advisors
Florida
$621K +$240K +13,280 +59%
MCM
335
Moore Capital Management
New York
$613K +$336K +18,608 +112%
Truist Financial
336
Truist Financial
North Carolina
$611K -$76K -4,212 -11%
Wealth Enhancement Advisory Services
337
Wealth Enhancement Advisory Services
Minnesota
$604K -$6.81M -377,311 -92%
VC
338
VarCov Co
Connecticut
$603K +$627K +34,727 New
RC
339
Rahlfs Capital
Texas
$600K +$9.03K +500 +1%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$595K +$28.9K +1,600 +5%
SHGA
341
Sand Hill Global Advisors
California
$575K
Pathstone Holdings
342
Pathstone Holdings
New Jersey
$571K -$349K -19,319 -37%
LIA
343
Limestone Investment Advisors
New York
$564K +$586K +32,470 New
VF
344
Virtu Financial
New York
$555K -$784K -43,421 -58%
Schroder Investment Management Group
345
Schroder Investment Management Group
United Kingdom
$549K +$34.9K +1,931 +7%
National Bank of Canada
346
National Bank of Canada
Quebec, Canada
$528K +$7.38K +409 +1%
AIM
347
Axiom Investment Management
New York
$527K +$67.1K +3,719 +14%
ISL
348
Ingalls & Snyder LLC
New York
$526K
PAM
349
Parvin Asset Management
South Dakota
$519K +$22.1K +1,225 +4%
ASN
350
Advisory Services Network
Georgia
$483K -$274K -15,205 -35%