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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$392K +$423K +32,080 New
IAA
152
Independent Advisor Alliance
North Carolina
$364K +$260K +19,694 +196%
JSSH
153
J. Safra Sarasin Holding
$363K +$392K +29,694 New
DA
154
Dover Advisors
Virginia
$363K +$631K +47,770 New
KWM
155
Keebeck Wealth Management
Illinois
$362K +$391K +29,600 New
HSBC Holdings
156
HSBC Holdings
United Kingdom
$350K +$83.9K +6,354 +28%
SCM
157
Stevens Capital Management
Pennsylvania
$340K +$367K +27,800 New
CG
158
Caprock Group
Idaho
$340K -$443K -33,540 -55%
AWM
159
AE Wealth Management
Kansas
$340K +$173K +13,140 +90%
MFG
160
Mission Financial Group
Nevada
$338K +$364K +27,600 New
IA
161
Inspire Advisors
Idaho
$332K +$358K +27,117 New
ECM
162
Evergreen Capital Management
Washington
$327K -$50.4K -3,818 -13%
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$316K -$440K -33,338 -56%
ProShare Advisors
164
ProShare Advisors
Maryland
$314K +$136K +10,277 +67%
KAS
165
Kestra Advisory Services
Texas
$310K +$165K +12,516 +97%
GAM
166
Griffin Asset Management
New York
$308K +$48.6K +3,684 +17%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$307K -$33.4K -2,529 -9%
Corient Private Wealth
168
Corient Private Wealth
Florida
$304K +$187K +14,170 +133%
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$303K +$151K +11,412 +85%
PF
170
Phoenix Financial
Israel
$267K +$289K +21,870 New
Victory Capital Management
171
Victory Capital Management
Texas
$265K +$103K +7,817 +56%
ASN
172
Advisory Services Network
Georgia
$260K +$116K +8,772 +70%
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
$257K +$278K +21,043 New
OQS
174
Occudo Quantitative Strategies
Florida
$257K +$277K +20,990 New
Rafferty Asset Management
175
Rafferty Asset Management
New York
$254K +$14K +1,060 +5%