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Research Frontiers

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.06M
WWP
2
WR Wealth Planners
Missouri
$1.62M +$1.87M +948,038 New
BlackRock
3
BlackRock
New York
$1.07M +$4.03K +2,038 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$326K
SRC
5
Shufro Rose & Co
New York
$255K +$4.94K +2,500 +2%
Millennium Management
6
Millennium Management
New York
$231K +$27.2K +13,753 +11%
State Street
7
State Street
Massachusetts
$181K
Northern Trust
8
Northern Trust
Illinois
$98.3K +$8.45K +4,276 +8%
AWS
9
Atria Wealth Solutions
New York
$56K
Wells Fargo
10
Wells Fargo
California
$54.2K -$5.55K -2,811 -8%
BG
11
Benedetti & Gucer
Georgia
$53K +$61.6K +31,168 New
KWM
12
Kingsview Wealth Management
Oregon
$49.6K +$988 +500 +2%
SSA
13
Schonfeld Strategic Advisors
New York
$41.4K
Morgan Stanley
14
Morgan Stanley
New York
$37.6K +$19.8K +10,000 +84%
Charles Schwab
15
Charles Schwab
California
$37.4K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31.5K
NLP
17
Next Level Private
New York
$27.4K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$27.2K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$26K
DCM
20
Dudley Capital Management
Virginia
$25.8K
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$24K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$23.9K
Citadel Advisors
23
Citadel Advisors
Florida
$20.8K +$5.49K +2,781 +30%
HWM
24
HB Wealth Management
Georgia
$17.1K
TRCT
25
Tower Research Capital (TRC)
New York
$11K -$1.9K -964 -13%