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Iris Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Allworth Financial
California
$328K +$15.9K +305 +4%
HWM
427
HB Wealth Management
Georgia
$327K +$372K +7,158 New
OIMU
428
Osmosis Investment Management UK
United Kingdom
$322K +$366K +7,044 New
CA
429
CoreCap Advisors
Michigan
$322K +$364K +7,003 +20,009%
EWA
430
Encompass Wealth Advisors
Oregon
$314K -$17.2K -331 -5%
MIM
431
MetLife Investment Management
New Jersey
$312K +$355K +6,831 New
P
432
&Partners
Tennessee
$311K -$252K -4,845 -42%
VI
433
Vestcor Inc
New Brunswick, Canada
$311K – – –
CL
434
Choreo LLC
Illinois
$311K +$353K +6,791 New
KCP
435
Kera Capital Partners
California
$310K +$30.9K +594 +10%
IAA
436
Independent Advisor Alliance
North Carolina
$307K +$350K +6,722 New
SF
437
Summit Financial
New Jersey
$306K +$348K +6,701 New
IA
438
Integrity Alliance
Iowa
$306K +$348K +6,694 New
RA
439
RFG Advisory
Alabama
$304K +$36.8K +708 +12%
BAM
440
Blueshift Asset Management
New Jersey
$303K +$345K +6,636 New
SWA
441
Stratos Wealth Advisors
Ohio
$303K -$1.88M -36,250 -85%
GVAG
442
Great Valley Advisor Group
Delaware
$292K -$12.5K -241 -4%
CA
443
Crewe Advisors
Utah
$290K – – –
M&T Bank
444
M&T Bank
New York
$290K +$330K +6,342 New
KA
445
Kovack Advisors
Florida
$290K +$348K +6,688 New
KFAS
446
Keating Financial Advisory Services
Kansas
$276K +$116K +2,234 +59%
NP
447
Nilsine Partners
Colorado
$274K – – –
BF
448
Benchmark Financial
Delaware
$274K +$312K +6,000 New
CP
449
CenterBook Partners
Connecticut
$271K +$308K +5,916 New
KWM
450
Kingsview Wealth Management
Oregon
$269K +$306K +5,887 New