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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$3.1M +$301K +1,265 +11%
DWM
202
Diversify Wealth Management
Utah
$3.09M +$288K +1,209 +11%
PA
203
Procyon Advisors
Connecticut
$3.08M -$408K -1,714 -12%
SIA
204
Schechter Investment Advisors
Michigan
$3.08M -$759K -3,191 -20%
AFG
205
Atomi Financial Group
New York
$3.07M +$832K +3,495 +39%
TI
206
Tidal Investments
Wisconsin
$3.07M +$366K +1,537 +14%
VWM
207
Venturi Wealth Management
Texas
$3.07M +$589K +2,474 +25%
VT
208
Vise Technologies
New York
$3.01M +$172K +724 +6%
State Street
209
State Street
Massachusetts
$3M -$52.3K -220 -2%
DC
210
Davenport & Co
Virginia
$2.98M -$34K -143 -1%
Kovitz Investment Group Partners
211
Kovitz Investment Group Partners
Illinois
$2.97M -$135K -567 -4%
EWA
212
Exencial Wealth Advisors
Oklahoma
$2.96M +$24K +101 +0.8%
CWM
213
Calamos Wealth Management
Illinois
$2.94M -$1.86M -7,817 -40%
VA
214
Vident Advisory
Georgia
$2.93M +$97.6K +410 +4%
QI
215
Qtron Investments
Massachusetts
$2.89M -$694K -2,916 -20%
PFS
216
Prospera Financial Services
Texas
$2.82M +$18.6K +78 +0.7%
LWAM
217
Legacy Wealth Asset Management
Minnesota
$2.8M -$77.3K -325 -3%
SFA
218
Sequoia Financial Advisors
Ohio
$2.78M +$61.4K +258 +2%
SFG
219
SevenBridge Financial Group
Pennsylvania
$2.78M – – –
QCG
220
Quadrant Capital Group
Ohio
$2.75M +$76.9K +323 +3%
AW
221
Alaethes Wealth
Nevada
$2.73M +$9.28K +39 +0.4%
TWC
222
TD Waterhouse Canada
Ontario, Canada
$2.71M +$1.63M +6,846 +164%
AQR Capital Management
223
AQR Capital Management
Connecticut
$2.69M +$894K +3,756 +52%
SCTC
224
Sanibel Captiva Trust Company
Florida
$2.69M +$1.11M +4,685 +75%
WAM
225
Weatherly Asset Management
California
$2.67M – – –