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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$85K
KAS
52
Kestra Advisory Services
Texas
$80K
AAS
53
Annex Advisory Services
Wisconsin
$78K
MAM
54
Meeder Asset Management
Ohio
$77K -$26.7K -6,461 -26%
ECM
55
ExodusPoint Capital Management
New York
$77K +$40K +9,686 +116%
HI
56
Harbour Investments
Wisconsin
$72K +$8.26K +2,000 +13%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$71K
IWP
58
IAG Wealth Partners
Wisconsin
$58K
Lazard Asset Management
59
Lazard Asset Management
New York
$56K +$55.2K +13,368 New
KIG
60
Kowal Investment Group
Wisconsin
$30K +$29.4K +7,108 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$28K
TRCT
62
Tower Research Capital (TRC)
New York
$22K +$10.3K +2,488 +93%
CMF
63
Counterpoint Mutual Funds
California
$19K +$18.8K +4,559 New
Deutsche Bank
64
Deutsche Bank
Germany
$11K -$397K -96,183 -97%
Federated Hermes
65
Federated Hermes
Pennsylvania
$7K -$41 -10 -0.6%
IA
66
IFP Advisors
Florida
$7K
Simplex Trading
67
Simplex Trading
Illinois
$6K +$5.47K +1,325 +659%
CT
68
Caldwell Trust
Florida
$4.25K -$2.06K -500 -33%
WAS
69
Winch Advisory Services
Wisconsin
$4K
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$2K -$508 -123 -18%
UBS Group
71
UBS Group
Switzerland
$1K -$9.92K -2,403 -94%
Wells Fargo
72
Wells Fargo
California
$1K -$4.17K -1,009 -83%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$1K +$566 +137 +571%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$612 -$17.7K -4,289 -97%
Charles Schwab
75
Charles Schwab
California
-$584K -140,649 Closed