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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$76.3K
Deutsche Bank
102
Deutsche Bank
Germany
$70K
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$70K +$77K +26,609 New
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$69K +$76.4K +26,400 New
AWS
105
Atria Wealth Solutions
New York
$68.1K
CF
106
Copperwynd Financial
Arizona
$65.8K -$5.79K -2,000 -7%
XT
107
XTX Topco
Cayman Islands
$62.7K -$232K -80,286 -77%
RWA
108
Ropes Wealth Advisors
Massachusetts
$55.2K
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$54.9K
RJFSA
110
Raymond James Financial Services Advisors
Florida
$44.1K -$9 -3 -0%
Arrowstreet Capital
111
Arrowstreet Capital
Massachusetts
$44K -$201K -69,576 -81%
FIM
112
Fruth Investment Management
Texas
$44K
VF
113
Virtu Financial
New York
$44K +$48.7K +16,839 New
CW
114
CreativeOne Wealth
Kansas
$43K +$47.6K +16,431 New
GAM
115
Gotham Asset Management
New York
$41.4K +$45.6K +15,741 New
FIM
116
Freedom Investment Management
Connecticut
$40.9K -$10.3K -3,548 -19%
LPL Financial
117
LPL Financial
California
$40.5K +$6.13K +2,117 +16%
SSA
118
Schonfeld Strategic Advisors
New York
$39.9K +$43.9K +15,183 New
CA
119
Continuum Advisory
Idaho
$39.7K -$10.1K -3,500 -19%
Osaic Holdings
120
Osaic Holdings
Arizona
$39.2K
ECM
121
ExodusPoint Capital Management
New York
$39K +$42.4K +14,664 New
AIM
122
Aigen Investment Management
New York
$36.9K +$40.6K +14,040 New
OC
123
Oppenheimer & Co
New York
$36.7K
Creative Planning
124
Creative Planning
Kansas
$35.6K -$1.69M -582,500 -98%
DLCIG
125
D.L. Carlson Investment Group
New Hampshire
$35.5K +$39.1K +13,500 New