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Joby Aviation

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Concurrent Investment Advisors
Florida
$421K +$92.4K +6,022 +23%
DADC
202
D.A. Davidson & Co
Montana
$421K +$489K +31,859 New
QPW
203
Quantum Private Wealth
Florida
$418K +$487K +31,700 New
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$413K +$58.7K +3,826 +14%
M
205
MATAURO
New York
$408K
Cerity Partners
206
Cerity Partners
New York
$402K +$260K +16,913 +125%
ECA
207
Elevate Capital Advisors
Colorado
$402K +$467K +30,459 New
HAG
208
HighPoint Advisor Group
Illinois
$396K +$211K +13,736 +85%
RA
209
REX Advisers
Connecticut
$391K +$454K +29,600 New
Prudential Financial
210
Prudential Financial
New Jersey
$390K -$442K -28,795 -49%
Principal Financial Group
211
Principal Financial Group
Iowa
$379K -$101K -6,600 -19%
SAA
212
Southeast Asset Advisors
Georgia
$363K +$7.67K +500 +2%
William Blair & Company
213
William Blair & Company
Illinois
$363K -$22.6K -1,472 -5%
TWPM
214
Total Wealth Planning & Management
Florida
$362K +$420K +27,395 New
NF
215
Nikulski Financial
Iowa
$353K +$410K +26,718 New
SIS
216
Sound Income Strategies
Florida
$352K +$1.53K +100 +0.4%
P
217
&Partners
Tennessee
$347K +$109K +7,076 +37%
CIAM
218
Caitong International Asset Management
Hong Kong
$345K -$39.6K -2,578 -9%
CCA
219
Cooper Capital Advisors
California
$333K -$15.5K -1,011 -4%
FAM
220
Formidable Asset Management
Ohio
$332K +$127K +8,243 +67%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$323K +$200K +13,007 +113%
FRM
222
Fox Run Management
Connecticut
$318K -$224K -14,585 -38%
IA
223
IFP Advisors
Florida
$316K +$10.1K +659 +3%
MC
224
Moors & Cabot
Massachusetts
$308K +$358K +23,322 New
PFS
225
Prospera Financial Services
Texas
$307K -$3.07K -200 -0.9%