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Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$99K
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$98K -$1.74K -504 -2%
AIP
178
Ameritas Investment Partners
Nebraska
$93K -$10.7K -3,120 -14%
IAIM
179
International Assets Investment Management
Florida
$61K +$44.9K +13,040 New
Parallax Volatility Advisers
180
Parallax Volatility Advisers
California
$50K -$21.2K -6,160 -37%
VCG
181
Vantage Consulting Group
Virginia
$47K +$34.2K +9,928 New
QCG
182
Quadrant Capital Group
Ohio
$46K
US Bancorp
183
US Bancorp
Minnesota
$43K -$6.88K -2,000 -18%
PAM
184
Panagora Asset Management
Massachusetts
$43K +$1.21K +352 +4%
CAM
185
CenterStar Asset Management
Illinois
$36K
SWA
186
Sutton Wealth Advisors
Florida
$35.5K
VCM
187
Versant Capital Management
Arizona
$24K
HIA
188
Harbor Investment Advisory
Maryland
$24K +$17.9K +5,200 New
PA
189
Parallel Advisors
California
$23K -$1.25K -364 -7%
PM
190
Precept Management
Texas
$19K -$1.73M -504,000 -99%
RWA
191
Ropes Wealth Advisors
Massachusetts
$19K
GWS
192
Glassman Wealth Services
Virginia
$19K +$13.8K +4,000 New
TWM
193
Tradition Wealth Management
Minnesota
$19K +$13.8K +4,000 New
CAAS
194
Capital Asset Advisory Services
Michigan
$19K +$13.8K +4,004 New
FPW
195
Flagship Private Wealth
Massachusetts
$17.4K +$688 +200 New
NFSG
196
Newbridge Financial Services Group
Florida
$15K +$6.88K +2,000 +173%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$14K
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$9K
PHK
199
Point72 Hong Kong
Hong Kong
$8K -$364K -105,780 -98%
Federated Hermes
200
Federated Hermes
Pennsylvania
$7K -$578 -168 -10%