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i3 Verticals

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
101
Salem Investment Counselors
North Carolina
$41.7K
AIP
102
Ameritas Investment Partners
Nebraska
$41.2K
IWC
103
Integrated Wealth Concepts
Massachusetts
$40.4K +$39.4K +1,891 New
TRCT
104
Tower Research Capital (TRC)
New York
$33.5K -$2.73K -131 -8%
GRP
105
Global Retirement Partners
California
$28.5K +$27.8K +1,332 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$24.2K -$58.3K -2,799 -71%
SPIA
107
Steward Partners Investment Advisory
New York
$19.6K +$42 +2 +0.2%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$19.1K -$7.79K -374 -30%
HNB
109
Huntington National Bank
Ohio
$15.3K -$125 -6 -0.8%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$15K +$10.8K +517 +240%
AAP
111
Arax Advisory Partners
Colorado
$14.1K +$13.7K +659 New
S
112
SignatureFD
Georgia
$13.6K +$2.92K +140 +28%
BNP Paribas Asset Management
113
BNP Paribas Asset Management
France
$10.8K +$10.5K +505 New
GI
114
GAMMA Investing
California
$10.7K +$1.33K +64 +15%
SCM
115
Sterling Capital Management
North Carolina
$9.51K -$5.23K -251 -36%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$8.2K -$2.19K -105 -21%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$6.92K +$2.94K +141 +77%
PA
118
Parallel Advisors
California
$6.45K +$6.29K +302 New
FFA
119
Farther Finance Advisors
California
$6.43K +$5.77K +277 +1,108%
MG
120
Mather Group
Illinois
$5.13K
VCM
121
Versant Capital Management
Arizona
$4.59K -$10.3K -496 -70%
EWA
122
EverSource Wealth Advisors
Alabama
$4.34K -$988K -47,423 -100%
Optiver Holding
123
Optiver Holding
Netherlands
$1.97K -$2K -96 -51%
CIAM
124
Caitong International Asset Management
Hong Kong
$1.86K +$1.27K +61 +235%
AAM
125
Advisors Asset Management
Colorado
$1.75K -$625 -30 -27%