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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$256K +$203K +4,524 New
PA
202
Pinnacle Associates
New York
$255K +$202K +4,509 New
DA
203
Denali Advisors
California
$255K +$202K +4,502 New
TW
204
Traveka Wealth
California
$254K +$201K +4,485 New
DWT
205
Dorsey & Whitney Trust
South Dakota
$249K +$197K +4,399 New
SMA
206
Seven Mile Advisory
New Jersey
$242K +$192K +4,275 New
TPCW
207
TD Private Client Wealth
New York
$233K +$142K +3,166 +334%
VIP
208
Viewpoint Investment Partners
Alberta, Canada
$232K -$98.7K -2,200 -28%
Bessemer Group
209
Bessemer Group
New Jersey
$229K -$18.8K -419 -9%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$228K +$180K +4,020 New
ONB
211
Old National Bancorp
Indiana
$227K +$180K +4,008 New
HTHT
212
Hemenway Trust Hemenway Trust
New Hampshire
$226K +$179K +4,000 New
VWA
213
Visionary Wealth Advisors
Illinois
$226K +$179K +4,000 New
Squarepoint
214
Squarepoint
New York
$220K +$174K +3,883 New
SRC
215
Sage Rhino Capital
California
$218K +$172K +3,846 New
CIA
216
Concurrent Investment Advisors
Florida
$216K +$171K +3,820 New
CAM
217
Cresset Asset Management
Illinois
$214K +$169K +3,758 New
KWM
218
Kingsview Wealth Management
Oregon
$212K +$168K +3,741 New
APM
219
a16z Perennial Management
California
$210K +$166K +3,701 New
CPA
220
Capital Performance Advisors
California
$204K +$162K +3,606 New
EWM
221
Empirical Wealth Management
Washington
$203K +$161K +3,585 New
FCP
222
Fidelis Capital Partners
Florida
$202K +$160K +3,576 New
EL
223
EWA LLC
Pennsylvania
$202K +$160K +3,573 New
SPIA
224
Steward Partners Investment Advisory
New York
$191K -$23K -513 -13%
AF
225
Allworth Financial
California
$181K +$44.8K +999 +45%