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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Diversify Wealth Management
Utah
$749K +$30.5K +602 +3%
DAS
327
Diversify Advisory Services
Utah
$749K +$1.06M +20,841 New
BFM
328
Boothbay Fund Management
New York
$745K +$709K +13,994 New
DILIC
329
Dai-ichi Life Insurance Company
Japan
$744K – – –
VEA
330
Virtus ETF Advisers
New York
$726K +$332K +6,559 +93%
Twin Tree Management
331
Twin Tree Management
Texas
$715K -$335K -6,601 -33%
CCFM
332
Clear Creek Financial Management
Washington
$714K +$23K +454 +4%
WWA
333
WCG Wealth Advisors
Nevada
$707K +$138K +2,722 +26%
BP
334
BBR Partners
New York
$690K – – –
IFWM
335
Institute for Wealth Management
Colorado
$687K -$38.9K -768 -6%
LOAMS
336
Lombard Odier Asset Management (Switzerland)
Switzerland
$682K +$132K +2,600 +25%
BBVA
337
Banco Bilbao Vizcaya Argentaria
Spain
$682K -$1.67M -33,018 -72%
IWC
338
Integrated Wealth Concepts
Massachusetts
$681K +$272K +5,368 +72%
Arrowstreet Capital
339
Arrowstreet Capital
Massachusetts
$675K +$642K +12,675 New
MC
340
Matisse Capital
Oregon
$673K +$7.6K +150 +1%
Mirae Asset Global Investments
341
Mirae Asset Global Investments
South Korea
$672K +$131K +2,587 +26%
FFA
342
Farther Finance Advisors
California
$667K +$98.1K +1,936 +18%
GIA
343
Gladstone Institutional Advisory
Florida
$666K -$74.5K -1,471 -11%
EGM
344
Encore Global Management
Texas
$666K -$380K -7,500 -38%
LCS
345
Levin Capital Strategies
New York
$666K -$101K -2,000 -14%
AA
346
AlphaCentric Advisors
Puerto Rico
$666K +$633K +12,500 New
SM
347
Scoggin Management
New York
$666K +$633K +12,500 New
MA
348
Mutual Advisors
Nebraska
$660K +$44.4K +877 +8%
Canada Pension Plan Investment Board
349
Canada Pension Plan Investment Board
Ontario, Canada
$655K -$26.1M -515,400 -98%
PP
350
PDS Planning
Ohio
$652K +$6.54K +129 +1%