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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Prelude Capital Management
New York
$138K -$270K -15,607 -59%
Corient Private Wealth
327
Corient Private Wealth
Florida
$133K -$449K -25,991 -71%
RS
328
Rakuten Securities
Japan
$131K +$126K +7,284 +241%
AA
329
Advisory Alpha
Michigan
$131K +$178K +10,292 New
GIA
330
Gladstone Institutional Advisory
Florida
$129K +$176K +10,179 New
Macquarie Group
331
Macquarie Group
Australia
$129K
AWS
332
Atria Wealth Solutions
New York
$127K +$174K +10,052 New
KOC
333
Koss-Olinger Consulting
Florida
$127K +$173K +10,000 New
S
334
SignatureFD
Georgia
$127K -$91.7K -5,302 -35%
CPC
335
Congress Park Capital
New York
$127K -$121K -7,000 -41%
CL
336
CSS LLC
Illinois
$127K +$173K +10,000 New
GWM
337
GSB Wealth Management
Connecticut
$127K +$173K +10,000 New
A
338
AlphaQuest
New York
$125K -$351K -20,296 -67%
HI
339
Harbour Investments
Wisconsin
$123K +$18.2K +1,052 +12%
C
340
Covestor
United Kingdom
$100K +$127K +7,337 +1,301%
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$99.9K -$218K -12,603 -62%
WBC
342
Westpac Banking Corp
Australia
$98.9K +$96.3K +5,571 +250%
IAIM
343
International Assets Investment Management
Florida
$95.9K +$131K +7,565 New
CF
344
Corebridge Financial
Texas
$89.6K +$122K +7,068 New
FFA
345
Farther Finance Advisors
California
$77.4K +$20.5K +1,184 +25%
RIM
346
Rakuten Investment Management
Japan
$76.4K +$46.3K +2,675 +80%
VSQM
347
V-Square Quantitative Management
Illinois
$75.2K +$103K +5,929 New
AF
348
Allworth Financial
California
$75.1K +$55.4K +3,205 +106%
CSC
349
Caldwell Sutter Capital
California
$74.8K
VI
350
Vestcor Inc
New Brunswick, Canada
$73K