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Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
501
Parallax Volatility Advisers
California
$245K -$700K -9,062 -74%
EH
502
Equitable Holdings
New York
$243K +$247K +3,197 New
MG
503
Marex Group
$242K -$13.9M -179,567 -98%
MAM
504
Meeder Asset Management
Ohio
$242K -$1.63M -21,150 -87%
FNT
505
First National Trust
Pennsylvania
$241K – – –
Baird Financial Group
506
Baird Financial Group
Wisconsin
$241K +$245K +3,170 New
MC
507
Moors & Cabot
Massachusetts
$240K – – –
FTDI
508
First Trust Direct Indexing
Massachusetts
$238K +$243K +3,141 New
SA
509
Syntax Advisors
New York
$236K -$30.3K -392 -11%
VCG
510
Vantage Consulting Group
Virginia
$236K -$30.3K -392 -11%
BHPW
511
Beverly Hills Private Wealth
California
$235K -$255K -3,298 -52%
WPC
512
Wedmont Private Capital
Pennsylvania
$233K +$12.8K +166 +6%
SPIA
513
Steward Partners Investment Advisory
New York
$230K +$32.2K +416 +16%
FMAEN1
514
Fund Management at Engine No 1
California
$229K +$17.7K +229 +8%
BL
515
Balentine LLC
Georgia
$219K +$223K +2,880 New
FAN
516
Financial Advisors Network
California
$217K +$221K +2,861 New
SFWA
517
Summit Financial Wealth Advisors
Louisiana
$217K – – –
TPCW
518
TD Private Client Wealth
New York
$215K -$23.1K -299 -10%
HWM
519
HB Wealth Management
Georgia
$215K +$219K +2,837 New
SC
520
Savant Capital
Illinois
$214K +$218K +2,826 New
IPW
521
Impact Partnership Wealth
Georgia
$213K +$217K +2,809 New
CCA
522
Checchi Capital Advisers
California
$213K -$5.1K -66 -2%
I
523
INVST
Indiana
$212K +$6.34K +82 +3%
SFI
524
Siemens Fonds Invest
Germany
$209K -$284K -3,679 -57%
Verition Fund Management
525
Verition Fund Management
Connecticut
$209K -$406K -5,249 -66%