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Coupang

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
351
RMR Capital Management
California
$511K +$215K +11,000 +68%
LWAM
352
Legacy Wealth Asset Management
Minnesota
$510K +$13.7K +698 +3%
LFAS
353
Level Four Advisory Services
Texas
$507K +$230K +11,742 +78%
AIM
354
Axiom Investment Management
New York
$502K +$521K +26,597 New
PWM
355
Perigon Wealth Management
California
$501K +$519K +26,523 New
VWA
356
VERITY Wealth Advisors
United States
$499K
TG
357
TCW Group
California
$486K +$21.1K +1,077 +4%
MAS
358
Meeder Advisory Services
Ohio
$452K -$6.09K -311 -1%
EI
359
Ellevest Inc
New York
$428K +$44.5K +2,272 +11%
SA
360
Sovran Advisors
California
$427K -$5.91K -302 -1%
CIA
361
Concurrent Investment Advisors
Florida
$424K +$106K +5,410 +32%
VSQM
362
V-Square Quantitative Management
Illinois
$423K -$11K -564 -2%
PHS
363
Pekin Hardy Strauss
Illinois
$413K -$39.2K -2,000 -8%
NA
364
NewEdge Advisors
Louisiana
$413K -$850K -43,423 -66%
IA
365
IFP Advisors
Florida
$412K +$276K +14,119 +183%
JRP
366
Jasper Ridge Partners
California
$411K
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$408K -$20.5K -1,047 -5%
EF
368
Empowered Funds
Pennsylvania
$405K +$420K +21,438 New
MFG
369
Merit Financial Group
Georgia
$404K +$127K +6,507 +44%
MCI
370
MRP Capital Investments
Georgia
$396K -$369K -18,850 -47%
IP
371
Ignite Planners
California
$395K -$4.07K -208 -1%
I
372
InterCapital
Texas
$393K -$2.01M -102,900 -83%
CFM
373
Comprehensive Financial Management
California
$388K
PP
374
PDS Planning
Ohio
$386K +$218K +11,150 +120%
AI
375
ArchPoint Investors
Florida
$378K