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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
351
Bare Financial Services
Pennsylvania
$925 +$960 +6 New
CA
352
Crewe Advisors
Utah
$771 – – –
RS
353
Rakuten Securities
Japan
$617 +$320 +2 +100%
GC
354
Garde Capital
Washington
$617 +$640 +4 New
Mather Group
355
Mather Group
Illinois
$463 – – –
BI
356
Binnacle Investments
Iowa
$463 +$480 +3 New
CIAM
357
Caitong International Asset Management
Hong Kong
$463 +$480 +3 New
NC
358
NewSquare Capital
Pennsylvania
$463 +$480 +3 New
GEA
359
Glen Eagle Advisors
New Jersey
$308 – – –
PPA
360
Painted Porch Advisors
California
$308 +$320 +2 New
AWM
361
Abound Wealth Management
Tennessee
$155 -$160 -1 -50%
SouthState Corp
362
SouthState Corp
Florida
$115 +$160 +1 New
KA
363
Kozak & Associates
Colorado
$3 – – –
PIM
364
Platinum Investment Management
Australia
– -$68.8M -405,309 Closed
SCPM
365
Sea Cliff Partners Management
California
– -$18.7M -110,000 Closed
Silvercrest Asset Management
366
Silvercrest Asset Management
New York
– -$16.2M -95,555 Closed
BWP
367
Barlow Wealth Partners
Kentucky
– -$15.5M -92,449 Closed
Qube Research & Technologies (QRT)
368
Qube Research & Technologies (QRT)
United Kingdom
– -$12.6M -74,232 Closed
GJCM
369
Grand Jean Capital Management
California
– -$8.47M -49,898 Closed
Ohio Public Employees Retirement System (OPERS)
370
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$6.3M -37,073 Closed
VG
371
Visualize Group
New York
– -$4.84M -28,515 Closed
QGA
372
Q Global Advisors
Texas
– -$4.6M -27,066 Closed
GIG
373
Goodnow Investment Group
Connecticut
– -$4.16M -24,520 Closed
Aquatic Capital Management
374
Aquatic Capital Management
Illinois
– -$4.13M -24,290 Closed
Royce & Associates
375
Royce & Associates
New York
– -$4.01M -23,612 Closed