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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
CVA Family Office
Colorado
$106K +$103K +7,105 New
Optiver Holding
302
Optiver Holding
Netherlands
$106K +$103K +7,118 New
CMF
303
Counterpoint Mutual Funds
California
$94K +$91.3K +6,307 New
SPWG
304
Sage Private Wealth Group
Illinois
$92K – – –
CA
305
Crewe Advisors
Utah
$73K – – –
SAM
306
Shell Asset Management
Netherlands
$71K -$10.2K -703 -13%
DMBA
307
Deseret Mutual Benefit Administrators
Utah
$69K – – –
Steward Partners Investment Advisory
308
Steward Partners Investment Advisory
New York
$64K -$782 -54 -1%
FF
309
FourThought Financial
Florida
$60K – – –
Migdal Insurance & Financial Holdings
310
Migdal Insurance & Financial Holdings
Israel
$57K +$19.4K +1,338 +54%
CT
311
Cambridge Trust
Massachusetts
$50K – – –
AWM
312
Activest Wealth Management
Florida
$49K +$47.9K +3,306 New
Parallel Advisors
313
Parallel Advisors
California
$46K -$11.4K -785 -20%
FQ
314
First Quadrant
California
$45K +$20.1K +1,391 +87%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$39K -$78.6K -5,426 -67%
RE
316
RBC Europe
United Kingdom
$37K – – –
Global Retirement Partners
317
Global Retirement Partners
California
$35K +$51.1K +3,530 New
UMB Bank
318
UMB Bank
Missouri
$34K – – –
WBC
319
West Branch Capital
Massachusetts
$34K – – –
Allworth Financial
320
Allworth Financial
California
$33K – – –
Harvest Fund Management
321
Harvest Fund Management
China
$33K – – –
RIM
322
Rockbridge Investment Management
New York
$31.6K +$30.4K +2,100 +5,526%
HA
323
Herold Advisors
New York
$31.4K +$30.4K +2,100 New
SCA
324
Sandy Cove Advisors
Massachusetts
$31K – – –
Covington Capital Management
325
Covington Capital Management
California
$30K – – –