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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1051
Private Trust Company
Ohio
$1.04M -$175K -384 -13%
RC
1052
Roundview Capital
New Jersey
$1.03M -$563K -1,235 -33%
EHC
1053
Everett Harris & Co
California
$1.03M +$352K +772 +46%
HKAM
1054
Horizon Kinetics Asset Management
New York
$1.03M
AWM
1055
Angeles Wealth Management
California
$1.03M +$1.82K +4 +0.2%
MFG
1056
Monte Financial Group
Connecticut
$1.02M -$5.01K -11 -0.4%
CFCI
1057
Comprehensive Financial Consultants Institutional
Indiana
$1.02M -$30.5K -67 -3%
MWM
1058
Mission Wealth Management
California
$1.02M +$57.9K +127 +5%
PE
1059
Point72 Europe
United Kingdom
$1.02M +$1.11M +2,436 New
CHAM
1060
Clear Harbor Asset Management
Connecticut
$1.02M +$429K +942 +63%
IFS
1061
Ifrah Financial Services
Arkansas
$1.01M -$41.5K -91 -4%
MGIA
1062
Moneta Group Investment Advisors
Missouri
$1.01M +$149K +326 +16%
MI
1063
Motiv8 Investments
Florida
$1,000K +$287K +629 +36%
CA
1064
Continuum Advisory
Idaho
$994K -$16.9K -37 -2%
QWP
1065
Quotient Wealth Partners
Texas
$993K -$152K -334 -12%
DA
1066
Dover Advisors
Virginia
$991K -$18.2K -40 -2%
Jane Street
1067
Jane Street
New York
$984K -$6.88M -15,104 -87%
CA
1068
Claro Advisors
Massachusetts
$978K -$204K -447 -16%
PWPS
1069
Pinnacle Wealth Planning Services
Ohio
$977K -$463K -1,017 -30%
FA
1070
Faithward Advisors
Pennsylvania
$976K +$40.1K +88 +4%
GSEP
1071
Golden State Equity Partners
California
$976K -$853K -1,872 -45%
AG
1072
AlTi Global
New York
$971K +$1.01M +2,217 New
OL
1073
Optas LLC
Texas
$970K +$4.56K +10 +0.4%
PP
1074
PDS Planning
Ohio
$968K -$19.1K -42 -2%
BTWM
1075
Baker Tilly Wealth Management
Wisconsin
$966K -$130K -285 -11%