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Name Holding Trade Value Shares
Change
Change in
Stake
IC
301
Iconiq Capital
California
$377K -$2.97K -87 -0.7%
TPW
302
Transatlantique Private Wealth
New York
$375K
AI
303
Atria Investments
North Carolina
$374K +$50.2K +1,472 +15%
PAS
304
Park Avenue Securities
New York
$369K -$893K -26,176 -70%
QCG
305
Quadrant Capital Group
Ohio
$369K -$60.6K -1,775 -14%
AWA
306
Arkadios Wealth Advisors
Georgia
$357K +$373K +10,936 New
GWM
307
Greenwich Wealth Management
Connecticut
$355K +$371K +10,875 New
RBFC
308
Roman Butler Fullerton & Co
Missouri
$354K +$364K +10,667 New
IFWM
309
Institute for Wealth Management
Colorado
$344K
CCM
310
Coldstream Capital Management
Washington
$342K +$329K +9,656 +1,170%
N
311
Natixis
France
$338K +$172K +5,050 +95%
DWA
312
Douglass Winthrop Advisors
New York
$336K
AWS
313
Arkfeld Wealth Strategies
Nebraska
$335K +$357K +10,472 New
EWM
314
Empirical Wealth Management
Washington
$335K +$350K +10,260 New
RWMG
315
Redwood Wealth Management Group
New Jersey
$334K -$4.95K -145 -1%
CCMT
316
CMT Capital Markets Trading
Germany
$333K +$348K +10,200 New
PCMH
317
Polymer Capital Management (HK)
Hong Kong
$326K -$7.88M -231,013 -96%
MIFH
318
Migdal Insurance & Financial Holdings
Israel
$305K
RS
319
Rakuten Securities
Japan
$302K -$11.5K -338 -4%
MIH
320
Meitav Investment House
Israel
$298K
MS
321
Mizuho Securities
Japan
$297K +$311K +9,100 New
SS
322
Sunbelt Securities
Texas
$295K +$46.7K +1,368 +19%
FIA
323
Foundations Investment Advisors
Arizona
$291K +$304K +8,909 New
SS
324
SBI Securities
Japan
$290K +$11.1K +324 +4%
Sumitomo Mitsui Trust Group
325
Sumitomo Mitsui Trust Group
Japan
$286K