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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
526
Jones Financial Companies
Missouri
$237K +$117K +413 +68%
SI
527
Stephens Inc
Arkansas
$236K -$12.1K -43 -4%
CA
528
Crewe Advisors
Utah
$233K
CA
529
Cache Advisors
California
$233K +$282K +1,000 New
VI
530
Versor Investments
New York
$232K -$141K -498 -33%
CAPTRUST Financial Advisors
531
CAPTRUST Financial Advisors
North Carolina
$232K -$127K -450 -31%
EI
532
Ellevest Inc
New York
$230K -$35.9K -127 -11%
AGA
533
Arkos Global Advisors
Texas
$228K
TA
534
TFB Advisors
Kansas
$224K +$847 +3 +0.3%
STA
535
Summit Trail Advisors
New York
$224K +$272K +962 New
IPAM
536
ICICI Prudential Asset Management
India
$224K -$847 -3 -0.3%
TWM
537
Tanager Wealth Management
United Kingdom
$223K +$282 +1 +0.1%
BC
538
Bayforest Capital
United Kingdom
$222K +$270K +955 New
SCM
539
Stevens Capital Management
Pennsylvania
$222K +$269K +952 New
TPWA
540
Twin Peaks Wealth Advisors
California
$221K
ITFISA
541
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$220K +$132K +466 +98%
CGL
542
Clarius Group LLC
Washington
$220K
FC
543
Farringdon Capital
United Kingdom
$219K +$265K +940 New
YCM
544
Yousif Capital Management
Michigan
$214K +$4.24K +15 +2%
VanEck Associates
545
VanEck Associates
New York
$211K +$256K +905 New
BFIC
546
Bedell Frazier Investment Counselling
California
$209K +$253K +896 New
MOACM
547
Mutual of America Capital Management
New York
$206K -$22.9K -81 -8%
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$206K -$30.5K -108 -11%
EFM
549
E Fund Management
China
$204K +$248K +878 New
O
550
Ossiam
France
$184K +$30.8K +109 +16%