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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
401
Integrated Financial Solutions
Virginia
$738K +$51.1K +300 +6%
CWM
402
Circle Wealth Management
New Jersey
$725K +$11.1K +65 +1%
GLR
403
Great Lakes Retirement
Ohio
$721K +$64.2K +377 +8%
CC
404
Chicago Capital
Illinois
$716K +$393K +2,309 +77%
JSAM
405
J. Safra Asset Management
New York
$714K +$41.7K +245 +5%
MCM
406
Massar Capital Management
Connecticut
$709K +$590K +3,468 +193%
MIC
407
Meridian Investment Counsel
California
$706K +$179K +1,052 +25%
RS
408
Rakuten Securities
Japan
$702K +$10K +59 +1%
NRG
409
Nemes Rush Group
Michigan
$698K – – –
CCA
410
Corps Capital Advisors
Texas
$693K +$336K +1,975 +62%
SC
411
Searle & Co
Connecticut
$693K – – –
IWC
412
Integrated Wealth Concepts
Massachusetts
$678K +$565K +3,321 +193%
SGAM
413
Smith Group Asset Management
Texas
$678K +$857K +5,036 New
LCM
414
Laurion Capital Management
New York
$673K – – –
CCM
415
Corsair Capital Management
New York
$673K +$851K +5,000 New
PCM
416
Pentwater Capital Management
Florida
$673K +$851K +5,000 New
AAM
417
Azzad Asset Management
Virginia
$665K +$24.8K +146 +3%
RIA
418
Rhodes Investment Advisors
Texas
$663K +$8.51K +50 +1%
TWM
419
Tanager Wealth Management
United Kingdom
$660K +$4.42K +26 +0.5%
ECM
420
Everence Capital Management
Indiana
$660K +$522K +3,067 +167%
NA
421
Nautilus Advisors
California
$648K +$115K +675 +16%
EWM
422
Elevation Wealth Management
Minnesota
$630K -$281K -1,649 -26%
SAW
423
Signal Advisors Wealth
Michigan
$628K -$204K -1,201 -20%
SRS
424
Strong Retirement Solutions
Washington
$624K -$205K -1,205 -21%
Point72 Asset Management
425
Point72 Asset Management
Connecticut
$611K +$142K +834 +23%