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Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
201
Gerber Kawasaki Wealth & Investment Management
California
$909K +$1.02M +50,258 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$901K +$219K +10,819 +28%
AIP
203
Ameritas Investment Partners
Nebraska
$890K
Cerity Partners
204
Cerity Partners
New York
$842K -$619K -30,593 -40%
Mariner
205
Mariner
Kansas
$827K -$1.38M -68,144 -60%
QIM
206
Quantitative Investment Management
Virginia
$801K +$897K +44,319 New
Federated Hermes
207
Federated Hermes
Pennsylvania
$767K +$125K +6,193 +17%
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$760K -$1.01M -49,990 -54%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$755K +$89K +4,396 +12%
EPW
210
Evolve Private Wealth
California
$739K +$400K +19,785 +94%
QCG
211
Quadrant Capital Group
Ohio
$697K +$23.6K +1,167 +3%
FP
212
Factorial Partners
New York
$687K -$486K -24,000 -39%
AC
213
Allstate Corporation
Illinois
$684K +$765K +37,793 New
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$668K -$28.5K -1,406 -4%
DFCM
215
Dark Forest Capital Management
Puerto Rico
$665K +$745K +36,784 New
PCM
216
Penserra Capital Management
California
$665K -$87.1K -4,301 -10%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$650K -$693K -34,228 -49%
GC
218
Guggenheim Capital
Illinois
$644K +$46.9K +2,316 +7%
DS
219
DRW Securities
Illinois
$632K +$707K +34,926 New
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$631K -$909K -44,930 -56%
MC
221
Machina Capital
France
$626K +$301K +14,859 +75%
X
222
Xponance
Pennsylvania
$616K +$148K +7,311 +27%
Envestnet Asset Management
223
Envestnet Asset Management
Illinois
$609K -$116K -5,746 -15%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$590K +$769 +38 +0.1%
LFA
225
Legacy Financial Advisors
Kentucky
$588K -$19.2K -950 -3%