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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
301
Kestra Advisory Services
Texas
$708K -$172K -2,735 -24%
WorldQuant Millennium Advisors
302
WorldQuant Millennium Advisors
New York
$702K +$208K +3,308 +61%
DWM
303
Dynasty Wealth Management
Florida
$688K +$107K +1,696 +25%
BC
304
BIT Capital
Germany
$684K +$536K +8,518 New
Ensign Peak Advisors
305
Ensign Peak Advisors
Utah
$674K +$9.43K +150 +2%
TFIPS
306
Towarzystwo Funduszy Inwestycyjnych PZU SA
$666K +$126K +2,000 +32%
MSRPS
307
Maryland State Retirement & Pension System
Maryland
$665K +$113K +1,793 +28%
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$665K +$1.89K +30 +0.4%
FFA
309
Fi3 Financial Advisors
Indiana
$663K +$220K +3,493 New
PL
310
Perpetual Ltd
Australia
$654K +$513K +8,150 New
WBC
311
Westpac Banking Corp
Australia
$654K +$513K +8,150 New
IPW
312
Impact Partnership Wealth
Georgia
$650K +$156K +2,477 +44%
RFA
313
Register Financial Advisors
Georgia
$642K
PPW
314
Parcion Private Wealth
Washington
$635K +$497K +7,910 New
TCA
315
Transcend Capital Advisors
New Jersey
$619K +$485K +7,709 New
DnB Asset Management
316
DnB Asset Management
Norway
$614K
OAM
317
Oppenheimer Asset Management
New York
$612K +$179K +2,848 +60%
EGM
318
Engineers Gate Manager
New York
$610K -$1.94M -30,897 -80%
Prudential Financial
319
Prudential Financial
New Jersey
$587K +$199K +3,170 +76%
DS
320
DRW Securities
Illinois
$586K +$459K +7,297 New
CFG
321
Citizens Financial Group
Rhode Island
$579K +$453K +7,211 New
AC
322
Avestar Capital
New York
$571K -$377K -6,000 -46%
CIA
323
Caerus Investment Advisors
Texas
$553K +$433K +6,892 New
ORG
324
Optimist Retirement Group
Washington
$540K +$21.7K +345 +5%
CIA
325
Choate Investment Advisors
Massachusetts
$538K