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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Circle Wealth Management
New Jersey
$725K +$11.1K +65 +1%
GLR
402
Great Lakes Retirement
Ohio
$721K +$64.2K +377 +8%
CC
403
Chicago Capital
Illinois
$716K +$393K +2,309 +77%
JSAM
404
J. Safra Asset Management
New York
$714K +$41.7K +245 +5%
MCM
405
Massar Capital Management
Connecticut
$709K +$590K +3,468 +193%
MIC
406
Meridian Investment Counsel
California
$706K +$179K +1,052 +25%
RS
407
Rakuten Securities
Japan
$702K +$10K +59 +1%
NRG
408
Nemes Rush Group
Michigan
$698K
CCA
409
Corps Capital Advisors
Texas
$693K +$336K +1,975 +62%
SC
410
Searle & Co
Connecticut
$693K
IWC
411
Integrated Wealth Concepts
Massachusetts
$678K +$565K +3,321 +193%
SGAM
412
Smith Group Asset Management
Texas
$678K +$857K +5,036 New
LCM
413
Laurion Capital Management
New York
$673K
CCM
414
Corsair Capital Management
New York
$673K +$851K +5,000 New
PCM
415
Pentwater Capital Management
Florida
$673K +$851K +5,000 New
AAM
416
Azzad Asset Management
Virginia
$665K +$24.8K +146 +3%
RIA
417
Rhodes Investment Advisors
Texas
$663K +$8.51K +50 +1%
TWM
418
Tanager Wealth Management
United Kingdom
$660K +$4.42K +26 +0.5%
ECM
419
Everence Capital Management
Indiana
$660K +$522K +3,067 +167%
NA
420
Nautilus Advisors
California
$648K +$115K +675 +16%
EWM
421
Elevation Wealth Management
Minnesota
$630K -$281K -1,649 -26%
SAW
422
Signal Advisors Wealth
Michigan
$628K -$204K -1,201 -20%
SRS
423
Strong Retirement Solutions
Washington
$624K -$205K -1,205 -21%
Point72 Asset Management
424
Point72 Asset Management
Connecticut
$611K +$142K +834 +23%
PFS
425
Prospera Financial Services
Texas
$605K +$37.8K +222 +5%