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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
351
Resurgent Financial Advisors
Georgia
$88.5K +$87K +3,956 New
SI
352
Stephens Inc
Arkansas
$87.1K -$2.2K -100 -3%
AWM
353
Activest Wealth Management
Florida
$80.6K
AS
354
Altshuler Shaham
Israel
$80.2K +$28.3K +1,287 +56%
HCA
355
Harbor Capital Advisors
Illinois
$78.5K -$4.99K -227 -6%
BTI
356
Blue Trust Inc
Georgia
$78K +$11.5K +524 +16%
MHR
357
Matthew Hamilton Rosenberg
$76.1K
CFGS
358
Concourse Financial Group Securities
Alabama
$67.3K +$5.26K +239 +9%
TLCM
359
Twin Lakes Capital Management
California
$66.7K
LSA
360
Leonteq Securities AG
Switzerland
$63.3K -$185K -8,388 -75%
MTCM
361
Mint Tower Capital Management
Netherlands
$60K +$48.7K +2,215 +498%
SAM
362
Shell Asset Management
Netherlands
$55K -$59.4K -2,701 -52%
SIA
363
Sit Investment Associates
Minnesota
$55K +$54K +2,455 New
O
364
Ossiam
France
$53.6K
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$52K -$16K -725 -24%
SWM
366
Spire Wealth Management
Virginia
$52K +$3.21K +146 +7%
EI
367
Ellevest Inc
New York
$51K -$7.3K -332 -13%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$49K -$7.79K -354 -14%
CFB
369
Cullen/Frost Bankers
Texas
$44.8K
DFCM
370
Dark Forest Capital Management
Puerto Rico
$38.9K -$204K -9,250 -84%
AF
371
Allworth Financial
California
$38.7K +$660 +30 +2%
VCM
372
Versant Capital Management
Arizona
$33.6K
SSG
373
Summit Securities Group
New York
$33K +$32.8K +1,489 New
Dimensional Fund Advisors
374
Dimensional Fund Advisors
Texas
$32.2K +$303K +13,780 +1%
MIFH
375
Migdal Insurance & Financial Holdings
Israel
$31K -$2.79K -127 -9%