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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
601
Envestnet Portfolio Solutions
Illinois
$653K -$282K -3,203 -31%
FLPIM
602
F.L. Putnam Investment Management
Massachusetts
$649K -$112K -1,275 -15%
D.E. Shaw & Co
603
D.E. Shaw & Co
New York
$648K -$38.6M -438,455 -98%
VT
604
Vise Technologies
New York
$643K -$175K -1,994 -22%
SMC
605
Smith, Moore & Co
Missouri
$641K +$11.7K +133 +2%
WA
606
Wealthstar Advisors
Texas
$641K -$154K -1,749 -20%
GS
607
GTS Securities
Florida
$641K -$123K -1,399 -17%
PA
608
Parallel Advisors
California
$640K +$24.8K +282 +4%
ATC
609
Argent Trust Co
Tennessee
$636K -$457K -5,190 -43%
CAG
610
Crestwood Advisors Group
Massachusetts
$634K +$20.5K +233 +4%
GM
611
GeoWealth Management
Illinois
$634K +$524K +5,960 +704%
OIS
612
OneAscent Investment Solutions
Alabama
$632K -$95.4K -1,085 -14%
QI
613
Qtron Investments
Massachusetts
$621K
FC
614
FORA Capital
Florida
$616K -$5.33M -60,637 -90%
WPC
615
Wedmont Private Capital
Pennsylvania
$616K +$21.9K +249 +4%
MNBTD
616
Moody National Bank Trust Division
Texas
$614K -$65.1K -740 -10%
MYIA
617
Mount Yale Investment Advisors
Colorado
$608K +$62.4K +709 +12%
RWP
618
RWA Wealth Partners
Massachusetts
$604K +$26.7K +303 +5%
GC
619
Grimes & Company
Massachusetts
$603K +$570K +6,475 New
DIP
620
Davis Investment Partners
North Carolina
$602K -$74.2K -844 -12%
VCM
621
Voleon Capital Management
California
$598K +$271K +3,082 +92%
WIM
622
Westside Investment Management
California
$597K +$75K +853 +15%
WS
623
Wedbush Securities
California
$596K +$44.7K +508 +9%
KeyBank National Association
624
KeyBank National Association
Ohio
$595K +$25.1K +285 +5%
TCM
625
Twin Capital Management
Pennsylvania
$594K -$6.86K -78 -1%