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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
601
Principal Securities
Iowa
$206K -$140K -1,431 -43%
TWC
602
TD Waterhouse Canada
Ontario, Canada
$206K -$4.98K -51 -3%
MG
603
Marex Group
$206K +$187K +1,913 New
QCM
604
Qsemble Capital Management
New York
$206K +$187K +1,913 New
KAS
605
KPP Advisory Services
Kentucky
$205K +$186K +1,901 New
WBC
606
Westpac Banking Corp
Australia
$204K – – –
IA
607
IFP Advisors
Florida
$177K -$14.7K -150 -8%
SS
608
Sunbelt Securities
Texas
$163K – – –
HGERS
609
Householder Group Estate & Retirement Specialist
Arizona
$163K -$196K -2,011 -57%
PAS
610
Point72 Asia (Singapore)
Singapore
$163K +$148K +1,513 New
MA
611
Montag & Associates
Georgia
$162K – – –
AAM
612
Advisors Asset Management
Colorado
$155K -$20.9K -214 -13%
BIG
613
Brooklyn Investment Group
New York
$144K +$2.64K +27 +2%
AWM
614
Ameliora Wealth Management
Switzerland
$141K +$128K +1,311 New
SAM
615
Smartleaf Asset Management
Massachusetts
$136K +$48.1K +492 +66%
OAM
616
Ostrum Asset Management
France
$134K -$5.08K -52 -4%
C
617
Covestor
United Kingdom
$130K +$26.8K +274 +30%
CF
618
Centaurus Financial
California
$129K +$117K +1,199 New
MA
619
MCF Advisors
Kentucky
$123K +$111K +1,139 New
MCM
620
Manchester Capital Management
Vermont
$121K +$13.4K +137 +14%
RAM
621
Ramirez Asset Management
New York
$118K – – –
APM
622
a16z Perennial Management
California
$112K -$586K -6,000 -85%
CA
623
Clearstead Advisors
Ohio
$112K +$2.64K +27 +3%
SWM
624
Spire Wealth Management
Virginia
$93.3K +$3.03K +31 +4%
RS
625
Rakuten Securities
Japan
$92.4K -$28K -287 -25%
23 24
25
26 27