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Klaviyo

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$1.04M +48,360 +1,409%
LC
127
Lavelle Capital
California
$994K +$1.1M +51,100 New
Raymond James Financial
128
Raymond James Financial
Florida
$991K -$243K -11,315 -18%
GCM
129
Graham Capital Management
Connecticut
$926K +$1.02M +47,584 New
LCM
130
Landscape Capital Management
New Jersey
$891K +$983K +45,810 New
BCI
131
Brinker Capital Investments
Pennsylvania
$836K -$82.5K -3,846 -8%
Invesco
132
Invesco
Georgia
$828K +$356K +16,608 +64%
AA
133
Ancora Advisors
Ohio
$823K -$27.6M -1,288,455 -97%
MGP
134
M&G plc
United Kingdom
$814K
PFS
135
Prospera Financial Services
Texas
$768K +$846K +39,450 New
Corient Private Wealth
136
Corient Private Wealth
Florida
$736K
VCM
137
Voleon Capital Management
California
$729K +$262K +12,230 +48%
ASRS
138
Arizona State Retirement System
Arizona
$701K +$11.3K +525 +1%
CG
139
Clifford Group
Massachusetts
$676K +$465K +21,666 +166%
Vanguard Investments Australia
140
Vanguard Investments Australia
Australia
$626K +$690K +32,148 New
VRS
141
Virginia Retirement Systems
Virginia
$625K +$2.15K +100 +0.3%
WSFS
142
Wilmington Savings Fund Society
Delaware
$580K
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$575K +$645K +30,053 New
GFP
144
Gryphon Financial Partners
Ohio
$569K
HighTower Advisors
145
HighTower Advisors
Illinois
$566K -$173K -8,054 -22%
KK
146
KLP Kapitalforvaltning
Norway
$560K +$30K +1,400 +5%
MC
147
Miramar Capital
Illinois
$556K
Creative Planning
148
Creative Planning
Kansas
$544K +$266K +12,403 +80%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$523K
Capstone Investment Advisors
150
Capstone Investment Advisors
New York
$516K +$569K +26,511 New