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Name Holding Trade Value Shares
Change
Change in
Stake
DSAM
251
Dock Street Asset Management
Florida
$2.46M – – –
Assenagon Asset Management
252
Assenagon Asset Management
Luxembourg
$2.4M -$24.2M -96,363 -90%
LSA
253
Leonteq Securities AG
Switzerland
$2.37M +$1.61M +6,400 +147%
PCIG
254
Partners Capital Investment Group
Massachusetts
$2.35M -$1.26M -5,021 -32%
ISWM
255
Independent Solutions Wealth Management
New York
$2.34M +$198K +787 +8%
SO
256
STRS Ohio
Ohio
$2.32M +$411K +1,636 +18%
EWM
257
Elite Wealth Management
Washington
$2.31M +$463K +1,844 +21%
UCMOK
258
United Capital Management of KS
Kansas
$2.26M -$545K -2,168 -17%
AIG
259
American International Group
New York
$2.25M -$113K -450 -4%
IAA
260
Independent Advisor Alliance
North Carolina
$2.24M +$1.36M +5,392 +113%
VR
261
Viridian RIA
Washington
$2.22M -$2.51M -9,983 Closed
AIM
262
Achmea Investment Management
Netherlands
$2.21M – – –
ACM
263
Alight Capital Management
New York
$2.2M -$2.51M -10,000 -50%
FCM
264
Firsthand Capital Management
California
$2.2M – – –
CWM
265
Cordatus Wealth Management
Pennsylvania
$2.13M -$131K -523 -5%
FMT
266
First Mercantile Trust
Tennessee
$2.12M -$68.1K -271 -3%
AC
267
Athanor Capital
New York
$2.06M -$2.46M -9,806 -51%
SWM
268
Spire Wealth Management
Virginia
$2.05M +$2.36M +9,374 New
BBVA
269
Banco Bilbao Vizcaya Argentaria
Spain
$2.03M +$295K +1,174 +14%
DACG
270
Donor Advised Charitable Giving
California
$2.03M – – –
Daiwa Securities Group
271
Daiwa Securities Group
Japan
$2.03M +$219K +872 +12%
Cerity Partners
272
Cerity Partners
New York
$2.02M +$1.43M +5,708 +165%
PHK
273
Point72 Hong Kong
Hong Kong
$2.02M -$2M -7,972 -47%
BM
274
Brandywine Managers
Delaware
$2M – – –
JMPWA
275
JP Morgan Private Wealth Advisors
California
$1.99M -$1.65M -6,572 -42%