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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
301
MGO One Seven
Ohio
$1.08M +$74.6K +170 +7%
GAA
302
Green Alpha Advisors
Colorado
$1.07M -$78.5K -179 -6%
Focus Partners Wealth
303
Focus Partners Wealth
Massachusetts
$1.04M +$228K +519 +26%
FPAS
304
Focus Partners Advisor Solutions
Missouri
$1.04M +$466K +1,062 +72%
PA
305
Profund Advisors
Maryland
$1.01M +$672K +1,531 +166%
SLI
306
Sumitomo Life Insurance
Japan
$1.01M -$68.5K -156 -6%
I
307
InceptionR
California
$1.01M +$1.08M +2,452 New
IWC
308
Integrated Wealth Concepts
Massachusetts
$993K +$1.06M +2,423 New
GCP
309
GSA Capital Partners
United Kingdom
$986K +$1.06M +2,405 New
MML Investors Services
310
MML Investors Services
Massachusetts
$975K -$194K -443 -16%
PAM
311
Panagora Asset Management
Massachusetts
$973K -$13.6M -30,946 -93%
DWM
312
Diversify Wealth Management
Utah
$963K +$282K +642 +27%
CW
313
CreativeOne Wealth
Kansas
$959K -$61.9K -141 -6%
Nomura Holdings
314
Nomura Holdings
Japan
$957K +$1.02M +2,334 New
Rafferty Asset Management
315
Rafferty Asset Management
New York
$946K +$727K +1,656 +255%
BPC
316
Bryce Point Capital
New York
$946K +$1.01M +2,306 New
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$943K -$21.5K -49 -2%
M&T Bank
318
M&T Bank
New York
$937K +$68K +155 +7%
Envestnet Portfolio Solutions
319
Envestnet Portfolio Solutions
Illinois
$934K +$531K +1,211 +113%
PCM
320
Prelude Capital Management
New York
$928K +$993K +2,264 New
XT
321
XTX Topco
Cayman Islands
$914K +$978K +2,228 New
Lazard Asset Management
322
Lazard Asset Management
New York
$903K +$111K +252 +13%
BAM
323
Blueshift Asset Management
New Jersey
$886K +$948K +2,160 New
JIC
324
Joel Isaacson & Co
New York
$879K -$76.8K -175 -8%
CFM
325
Catalyst Funds Management
Australia
$872K -$307K -699 -25%