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PAVmed

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78M +$1.51K +4 +0%
BlackRock
2
BlackRock
New York
$687K +$7.55K +20 +0.6%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$352K +$4.91K +13 +0.8%
Wells Fargo
4
Wells Fargo
California
$176K +$48.3K +128 +19%
VFA
5
Valeo Financial Advisors
Indiana
$166K
Millennium Management
6
Millennium Management
New York
$156K -$45.7K -121 -14%
State Street
7
State Street
Massachusetts
$151K
LCS
8
Levin Capital Strategies
New York
$134K +$109K +289 +87%
XF
9
XML Financial
Maryland
$72.5K -$1.51K -4 -1%
Verition Fund Management
10
Verition Fund Management
Connecticut
$67.7K -$38.5K -102 -25%
Northern Trust
11
Northern Trust
Illinois
$64.2K -$378 -1 -0.3%
Morgan Stanley
12
Morgan Stanley
New York
$64K -$38.1K -101 -25%
RA
13
RFG Advisory
Alabama
$54.8K -$11.3K -30 -11%
Group One Trading
14
Group One Trading
Illinois
$53.6K -$24.5K -65 -21%
OIA
15
OneDigital Investment Advisors
Kansas
$50.2K -$7.17K -19 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$49.7K +$26.1K +69 +43%
FWSM
17
First Wilshire Securities Management
California
$48K
BAM
18
Belpointe Asset Management
Nevada
$45.7K +$79.7K +211 New
LPL Financial
19
LPL Financial
California
$37.2K -$8.31K -22 -11%
PCA
20
Pallas Capital Advisors
Massachusetts
$36.5K
BSW
21
Buckingham Strategic Wealth
Missouri
$33.6K
AFG
22
Alterity Financial Group
Maine
$32.6K -$47.6K -126 -45%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$32K
Lido Advisors
24
Lido Advisors
California
$28.8K -$8.69K -23 -15%
TWM
25
Tradition Wealth Management
Minnesota
$25K +$1.89K +5 +4%