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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Keebeck Wealth Management
Illinois
$403K +$394K +10,594 New
EM
152
ELCO Management
New York
$399K
PWG
153
Portside Wealth Group
Utah
$379K +$371K +9,984 New
KK
154
KLP Kapitalforvaltning
Norway
$372K
MF
155
Magnetar Financial
Illinois
$365K +$134K +3,616 +60%
PWS
156
Proactive Wealth Strategies
Georgia
$365K +$357K +9,600 New
DS
157
DRW Securities
Illinois
$354K +$346K +9,315 New
Amundi
158
Amundi
France
$353K +$131K +3,519 +61%
ASN
159
Advisory Services Network
Georgia
$346K +$338K +9,106 New
LIC
160
Laurus Investment Counsel
Canada
$340K
EGM
161
Engineers Gate Manager
New York
$339K -$245K -6,608 -43%
MWM
162
Mission Wealth Management
California
$315K -$41.8K -1,125 -12%
SOW
163
State of Wyoming
Wyoming
$301K +$20.9K +562 +8%
DTL
164
Dynamic Technology Lab
Singapore
$299K -$37.4K -1,007 -11%
JFG
165
Jefferies Financial Group
New York
$298K +$291K +7,846 New
AI
166
Atria Investments
North Carolina
$294K +$288K +7,744 New
VOYA Investment Management
167
VOYA Investment Management
Georgia
$287K -$15.9K -427 -5%
FT
168
Fiduciary Trust
Massachusetts
$286K +$6.28K +169 +2%
PMAM
169
Picton Mahoney Asset Management
Ontario, Canada
$280K +$63.7K +1,715 +30%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$276K
Prudential Financial
171
Prudential Financial
New Jersey
$266K +$260K +7,010 New
MYIA
172
Mount Yale Investment Advisors
Colorado
$248K +$242K +6,515 New
WIM
173
WealthPlan Investment Management
Nebraska
$241K +$1.64K +44 +0.7%
ProShare Advisors
174
ProShare Advisors
Maryland
$241K -$61.3K -1,651 -21%
CAM
175
Cresset Asset Management
Illinois
$239K -$5.01K -135 -2%