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Name Holding Trade Value Shares
Change
Change in
Stake
JF
101
Jump Financial
Illinois
$156K +$204K +71,700 New
BAM
102
Belpointe Asset Management
Nevada
$153K -$70.6K -24,844 -26%
SEI Investments
103
SEI Investments
Pennsylvania
$146K +$191K +67,149 New
IAM
104
Innovis Asset Management
Illinois
$135K +$177K +62,414 New
GRP
105
Global Retirement Partners
California
$134K +$142K +50,000 New
PCM
106
Poehling Capital Management
Wisconsin
$131K +$7.1K +2,500 +4%
PAMS
107
Pictet Asset Management (Switzerland)
Switzerland
$129K
TF
108
TIAA FSB
Florida
$126K
KAS
109
Kestra Advisory Services
Texas
$116K +$4.26K +1,500 +3%
AB
110
Amalgamated Bank
New York
$113K -$5.82K -2,048 -4%
XT
111
XTX Topco
Cayman Islands
$113K -$32.4K -11,419 -18%
GCM
112
Ghisallo Capital Management
Massachusetts
$109K +$142K +50,000 New
RJFSA
113
Raymond James Financial Services Advisors
Florida
$105K -$102K -35,850 -42%
VEA
114
Virtus ETF Advisers
New York
$93.4K -$47K -16,553 -28%
Victory Capital Management
115
Victory Capital Management
Texas
$91.4K +$12.5K +4,386 +12%
ICG
116
InterOcean Capital Group
Tennessee
$91.1K
IWM
117
IHT Wealth Management
Illinois
$84.3K +$28.4K +10,000 +35%
RJA
118
Raymond James & Associates
Florida
$81.8K -$2.84K -1,000 -3%
Canada Life
119
Canada Life
Manitoba, Canada
$76K +$19.8K +6,956 +25%
AIP
120
Ameritas Investment Partners
Nebraska
$74.6K +$17.6K +6,205 +22%
WS
121
Wedbush Securities
California
$73K -$25.6K -9,000 -21%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$64K -$90.2K -31,751 -52%
FA
123
Forefront Analytics
Pennsylvania
$59.9K +$1.95K +685 +3%
HNWAG
124
High Net Worth Advisory Group
Florida
$55.4K
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$53K