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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
176
Vanguard Personalized Indexing Management
California
$264K +$70.9K +9,637 +28%
IC
177
IEQ Capital
California
$264K -$569K -77,371 -64%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$264K +$38.3K +5,203 +13%
KCP
179
Kera Capital Partners
California
$262K +$80.6K +10,954 +33%
EP
180
Essential Partners
California
$262K -$188K -25,617 -37%
DS
181
DRW Securities
Illinois
$250K +$213K +28,954 +226%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$246K +$191K +25,981 +171%
SC
183
Syon Capital
California
$246K +$144K +19,523 +90%
IC
184
Inscription Capital
Texas
$242K +$99.1K +13,481 +50%
AAP
185
Arax Advisory Partners
Colorado
$241K +$266K +36,164 +891%
EGM
186
Engineers Gate Manager
New York
$236K +$154K +21,009 +113%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$217K +$81.3K +11,057 +44%
FAM
188
Fred Alger Management
New York
$214K +$42.6K +5,788 +19%
AWA
189
Aaron Wealth Advisors
Illinois
$213K +$262K +35,685 New
MWM
190
Mission Wealth Management
California
$209K +$654 +89 +0.3%
EWM
191
Empirical Wealth Management
Washington
$208K +$256K +34,773 New
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$207K +$255K +34,641 New
SLAM
193
Swiss Life Asset Management
$206K +$33.3K +4,523 +15%
MFS
194
Mirabella Financial Services
United Kingdom
$203K -$10.2K -1,391 -4%
IWC
195
Integrated Wealth Concepts
Massachusetts
$202K +$248K +33,711 New
XT
196
XTX Topco
Cayman Islands
$200K -$1.24M -168,796 -83%
EC
197
EntryPoint Capital
New York
$196K +$242K +32,842 New
FGP
198
Freestone Grove Partners
California
$190K +$234K +31,772 New
MOACM
199
Mutual of America Capital Management
New York
$184K -$613K -83,370 -73%
FPAS
200
Focus Partners Advisor Solutions
Missouri
$181K +$103K +14,034 +86%