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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
$200K +$215K +3,346 New
VWM
402
Valley Wealth Managers
New Jersey
$198K – – –
MAM
403
Meeder Asset Management
Ohio
$180K -$620K -9,665 -76%
EI
404
Ellevest Inc
New York
$165K +$82K +1,278 +87%
JWM
405
Janiczek Wealth Management
Colorado
$162K +$95.9K +1,495 +127%
PI
406
PEAK6 Investments
Illinois
$161K +$172K +2,683 New
AssetMark Inc
407
AssetMark Inc
California
$148K +$61K +951 +63%
C
408
Covestor
United Kingdom
$140K +$5K +78 +3%
PA
409
Parallel Advisors
California
$140K +$53.6K +835 +55%
EIP
410
Ellis Investment Partners
Pennsylvania
$139K – – –
Asset Management One
411
Asset Management One
Japan
$137K -$285K -4,448 -66%
QCG
412
Quadrant Capital Group
Ohio
$135K +$78.4K +1,222 +118%
SPIA
413
Steward Partners Investment Advisory
New York
$129K -$6.35K -99 -4%
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$121K -$3.21K -50 -2%
NICM
415
Neo Ivy Capital Management
New York
$105K +$64.7K +1,008 +135%
BAM
416
Belpointe Asset Management
Nevada
$105K +$113K +1,755 New
BEI
417
Benjamin Edwards Inc
Missouri
$103K +$2.63K +41 +2%
O
418
Ossiam
France
$102K +$109K +1,702 New
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$94K +$26.1K +407 +35%
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$90K +$513 +8 +0.5%
LSA
421
Leonteq Securities AG
Switzerland
$89.9K – – –
HNB
422
Huntington National Bank
Ohio
$89K -$18K -280 -16%
RTC
423
Riverview Trust Company
Washington
$84K – – –
FHA
424
First Horizon Advisors
Tennessee
$82K -$50.2K -783 -36%
EWA
425
EverSource Wealth Advisors
Alabama
$82K +$81.8K +1,274 +1,481%