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Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
401
Verition Fund Management
Connecticut
$208K -$127K -639 -37%
PIM
402
Perpetual Investment Management
Australia
$207K +$212K +1,068 New
CAM
403
Cresset Asset Management
Illinois
$207K -$149K -749 -41%
MWM
404
Mission Wealth Management
California
$206K +$211K +1,063 New
Cerity Partners
405
Cerity Partners
New York
$206K +$210K +1,059 New
PWMAG
406
Pinnacle Wealth Management Advisory Group
New Jersey
$203K +$207K +1,046 New
RCA
407
Resonant Capital Advisors
Wisconsin
$203K -$14.7K -74 -7%
IHL
408
Investment House LLC
California
$200K +$204K +1,030 New
WI
409
Wahed Invest
New York
$199K +$19K +96 +10%
MSCM
410
McElhenny Sheffield Capital Management
Texas
$195K +$199K +1,002 New
SIM
411
Sentry Investment Management
Wisconsin
$194K +$157K +792 +386%
MCM
412
Manchester Capital Management
Vermont
$193K +$197K +996 New
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$189K -$75.3K -380 -28%
IA
414
IFP Advisors
Florida
$188K -$397 -2 -0.2%
BAM
415
Belpointe Asset Management
Nevada
$163K +$4.16K +21 +3%
PI
416
PEAK6 Investments
Illinois
$160K +$163K +822 New
HIA
417
Harbor Investment Advisory
Maryland
$158K -$10.1K -51 -6%
SPIA
418
Steward Partners Investment Advisory
New York
$152K -$14.5K -73 -9%
AAP
419
Arax Advisory Partners
Colorado
$132K -$15.7K -79 -10%
GBT
420
Grove Bank & Trust
Florida
$129K +$131K +663 New
Pacer Advisors
421
Pacer Advisors
Pennsylvania
$118K +$121K +608 New
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$118K +$26.4K +133 +28%
GWM
423
Geneos Wealth Management
Colorado
$113K +$3.57K +18 +3%
Credit Agricole
424
Credit Agricole
France
$100K -$3.06M -15,441 -97%
SWM
425
Spire Wealth Management
Virginia
$100K