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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$81K -$1.6K -249 -2%
PE
202
Point72 Europe
United Kingdom
$80.1K +$75.6K +11,775 New
LSA
203
Lansing Street Advisors
Pennsylvania
$78.7K
CCM
204
Consolidated Capital Management
California
$74.9K
BIG
205
Brooklyn Investment Group
New York
$73.1K
RS
206
R Squared
Hong Kong
$72.3K +$68.3K +10,639 New
SEI Investments
207
SEI Investments
Pennsylvania
$71.9K +$745 +116 +1%
X
208
Xponance
Pennsylvania
$70.7K +$244 +38 +0.4%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$69.4K +$79.9K +12,443 New
IC
210
Inscription Capital
Texas
$68.4K +$64.6K +10,056 New
William Blair & Company
211
William Blair & Company
Illinois
$67.5K
AIP
212
Ameritas Investment Partners
Nebraska
$67.1K -$13.8K -2,154 -18%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$61K +$25.6K +3,986 +80%
DB
214
Danske Bank
Denmark
$54.4K
SP
215
Steelhead Partners
Washington
$46.1K +$43.5K +6,773 New
FIA
216
FNY Investment Advisers
New York
$46K -$109K -16,990 -71%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$39.1K -$1.3K -202 -3%
IFU
218
iSAM Funds (UK)
United Kingdom
$30.8K +$29.1K +4,528 New
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K -$10.6K -1,645 -30%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$25.2K +$2.5K +390 +12%
SS
221
SBI Securities
Japan
$24.1K +$6.21K +967 +38%
EWA
222
EverSource Wealth Advisors
Alabama
$18.6K -$507 -79 -3%
CIAM
223
Caitong International Asset Management
Hong Kong
$18.6K +$13.3K +2,077 +319%
SAM
224
Shell Asset Management
Netherlands
$17K -$14.4K -2,243 -47%
DMBA
225
Deseret Mutual Benefit Administrators
Utah
$15.3K +$1.53K +239 +12%