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Castellum

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Management
1
Vanguard Capital Management
Pennsylvania
$2.23M +$8.9K +12,511 +0.4%
Meridian Wealth Management
2
Meridian Wealth Management
Kentucky
$621K +$55.1K +77,400 +10%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$588K -$91.7K -128,862 -14%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$451K – – –
Vanguard Fiduciary Trust
5
Vanguard Fiduciary Trust
Pennsylvania
$355K +$52.9K +74,393 +18%
State Street
6
State Street
Massachusetts
$219K – – –
BlackRock
7
BlackRock
New York
$191K – – –
Savvy Advisors Inc
8
Savvy Advisors Inc
New York
$159K -$1.07K -1,500 -0.7%
UBS Group
9
UBS Group
Switzerland
$150K +$39.4K +55,429 +36%
Northern Trust
10
Northern Trust
Illinois
$123K -$7.46K -10,482 -6%
VF
11
Virtu Financial
New York
$121K +$120K +168,401 New
Jane Street
12
Jane Street
New York
$92.9K -$76.6K -107,703 -45%
Bridgeway Capital Management
13
Bridgeway Capital Management
Texas
$68.2K – – –
HUB Investment Partners
14
HUB Investment Partners
Texas
$41.3K +$40.8K +57,414 New
AIP
15
Almanack Investment Partners
Pennsylvania
$36K – – –
Creative Planning
16
Creative Planning
Kansas
$36K +$21.1K +29,680 +146%
TSS
17
Two Sigma Securities
New York
$29.2K +$18K +25,308 +166%
AWA
18
ARQ Wealth Advisors
Arizona
$22.8K +$24.9K +35,000 New
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$22.4K – – –
Vanguard Global Advisers
20
Vanguard Global Advisers
Pennsylvania
$19.7K – – –
Kestra Private Wealth Services
21
Kestra Private Wealth Services
Texas
$19.6K – – –
Capital Advisors Inc
22
Capital Advisors Inc
Oklahoma
$15.8K – – –
XTX Topco
23
XTX Topco
Cayman Islands
$15.8K +$15.6K +21,910 New
AA
24
ACT Advisors
North Carolina
$15.2K +$15K +21,074 New
PAS
25
PKS Advisory Services
New York
$13.6K +$13.5K +18,931 New