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Name Holding Trade Value Shares
Change
Change in
Stake
IC
326
IEQ Capital
California
$377K -$65.2K -1,393 -14%
CAG
327
Compass Advisory Group
New York
$368K +$57.2K +1,223 +17%
ALAM
328
Asahi Life Asset Management
Japan
$368K +$232K +4,960 +136%
WC
329
Woodstock Corp
Massachusetts
$363K
GSWM
330
Greenup Street Wealth Management
Michigan
$357K +$391K +8,365 New
GAM
331
Gotham Asset Management
New York
$352K +$188K +4,027 +96%
PCA
332
Personal Capital Advisors
California
$351K +$82.3K +1,758 +27%
EWM
333
Empirical Wealth Management
Washington
$350K +$383K +8,191 New
TI
334
Tidal Investments
Wisconsin
$349K +$382K +8,172 New
SG Americas Securities
335
SG Americas Securities
New York
$348K -$1.09M -23,216 -74%
Prudential Financial
336
Prudential Financial
New Jersey
$348K -$11.7K -251 -3%
US Bancorp
337
US Bancorp
Minnesota
$337K +$46.5K +994 +14%
M&T Bank
338
M&T Bank
New York
$332K -$30.4K -649 -8%
EWA
339
Evolution Wealth Advisors
Florida
$328K +$33.4K +714 +10%
APA
340
American Portfolios Advisors
New York
$323K +$209K +4,463 +144%
RHBC
341
R.H. Bluestein & Co
Michigan
$320K -$117K -2,500 -25%
ECM
342
ExodusPoint Capital Management
New York
$319K -$1.16M -24,724 -77%
PCM
343
Palisade Capital Management
New Jersey
$318K +$37.4K +800 +12%
NFC
344
Northeast Financial Consultants
Connecticut
$316K +$63.9K +1,366 +23%
SI
345
Stephens Inc
Arkansas
$313K -$67.1K -1,435 -16%
BJL
346
Brighton Jones LLC
Washington
$312K -$95.3K -2,036 -22%
DAL
347
Delta Accumulation LLC
California
$305K +$334K +7,142 New
ACS
348
Archford Capital Strategies
Illinois
$303K -$4.72K -101 -1%
EWM
349
Elite Wealth Management
Washington
$301K +$38.7K +827 +13%
OPS
350
Orion Portfolio Solutions
Nebraska
$292K +$18.7K +400 +6%