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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Angeles Wealth Management
California
$196K
Neuberger Berman Group
202
Neuberger Berman Group
New York
$191K +$52.1K +10,654 +42%
FOA
203
Five Oceans Advisors
California
$188K -$14.7K -2,996 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$185K -$320K -65,441 -65%
PP
205
PDS Planning
Ohio
$181K +$29.4K +6,008 +21%
KeyBank National Association
206
KeyBank National Association
Ohio
$177K +$11.5K +2,352 +8%
AO
207
Advisor OS
Illinois
$175K +$16K +3,275 +11%
WA
208
Wealthstar Advisors
Texas
$174K +$176 +36 +0.1%
GAM
209
Gotham Asset Management
New York
$171K +$159K +32,529 New
FFN
210
Focus Financial Network
Minnesota
$169K +$24.9K +5,081 +19%
KAS
211
Kestra Advisory Services
Texas
$168K -$100K -20,465 -39%
AWM
212
Aprio Wealth Management
Georgia
$167K +$64.5K +13,175 +71%
Wolverine Trading
213
Wolverine Trading
Illinois
$165K +$40.3K +8,226 +35%
ECM
214
Evergreen Capital Management
Washington
$162K +$4.02K +822 +3%
VF
215
Vest Financial
Virginia
$161K -$548 -112 -0.4%
SA
216
Sanctuary Advisors
Indiana
$160K -$46.5K -9,500 -24%
HT
217
Headlands Technologies
Illinois
$160K +$148K +30,270 New
AP
218
Adero Partners
California
$159K +$5.48K +1,119 +4%
DI
219
Diligent Investors
California
$159K
MA
220
MJP Associates
Connecticut
$158K
MA
221
MYDA Advisors
New York
$158K +$147K +30,000 New
KPWS
222
Kestra Private Wealth Services
Texas
$158K -$19.4K -3,970 -12%
CAM
223
Cresset Asset Management
Illinois
$158K -$36.8K -7,516 -20%
CIA
224
Concurrent Investment Advisors
Florida
$155K -$2.8K -573 -2%
SCP
225
Sivia Capital Partners
California
$151K +$9.04K +1,847 +7%