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Name Holding Trade Value Shares
Change
Change in
Stake
APM
501
a16z Perennial Management
California
$170K
TIM
502
Tortoise Investment Management
New York
$166K +$125K +1,100 New
Cohen & Steers
503
Cohen & Steers
New York
$151K
Bank Julius Baer & Co
504
Bank Julius Baer & Co
Switzerland
$151K +$340 +3 +0.3%
BC
505
Barrett & Company
Rhode Island
$151K
CWP
506
Concord Wealth Partners
Virginia
$148K +$112K +984 New
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$140K +$76.2K +672 +263%
CPBTD
508
Central Pacific Bank - Trust Division
Hawaii
$133K
SFI
509
Siemens Fonds Invest
Germany
$131K +$12.6K +111 +15%
GSWM
510
Golden State Wealth Management
California
$131K +$87.3K +770 +770%
CA
511
CoreCap Advisors
Michigan
$126K +$93.5K +825 +8,250%
FLFS
512
Family Legacy Financial Solutions
North Carolina
$120K +$90.7K +800 New
CFFP
513
Center for Financial Planning
Michigan
$119K
IA
514
IFP Advisors
Florida
$109K -$16.6K -146 -17%
WA
515
WPG Advisers
Maryland
$105K -$907 -8 -1%
VC
516
Vestor Capital
Illinois
$97K -$12M -106,066 -99%
WT
517
Whittier Trust
California
$95.2K
N
518
Natixis
France
$90.2K +$9.3K +82 +16%
PCM
519
Penserra Capital Management
California
$88K -$3.82M -33,657 -98%
Belvedere Trading
520
Belvedere Trading
Illinois
$81.8K -$15.6K -138 -20%
SWM
521
Spire Wealth Management
Virginia
$76.4K +$25.1K +221 +77%
EFMH
522
E Fund Management (HK)
Hong Kong
$76.2K +$57.4K +506 New
TPCW
523
TD Private Client Wealth
New York
$76K -$123K -1,089 -68%
JWA
524
JFS Wealth Advisors
Pennsylvania
$75.3K -$453 -4 -0.8%
NFSG
525
Newbridge Financial Services Group
Florida
$74.5K -$96.4K -850 -63%