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Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
601
Verition Fund Management
Connecticut
$296K -$91K -2,130 -18%
FC
602
Forte Capital
New York
$295K +$16.2K +380 +4%
CP
603
Covenant Partners
Tennessee
$295K +$17.1K +400 +4%
PCS
604
Personal CFO Solutions
New Jersey
$292K +$12.2K +285 +3%
IWP
605
Icon Wealth Partners
Texas
$292K +$61.4K +1,439 +18%
BCM
606
Bienville Capital Management
New York
$291K
AF
607
Allworth Financial
California
$291K +$59.8K +1,400 +18%
CCIA
608
Cherry Creek Investment Advisors
Colorado
$290K +$8.54K +200 +2%
BCM
609
Brookstone Capital Management
Illinois
$290K +$13.6K +319 +4%
PFO
610
Pathstone Family Office
New Jersey
$289K -$111K -2,602 -22%
EF
611
Empowered Funds
Pennsylvania
$289K +$395K +9,240 New
AWA
612
Arkadios Wealth Advisors
Georgia
$287K +$22.6K +530 +6%
SGA
613
Seaport Global Advisors
Massachusetts
$287K +$141K +3,300 +56%
GC
614
GFG Capital
Florida
$286K +$10.2K +240 +3%
W
615
Wealthsimple
Ontario, Canada
$283K -$45.2K -1,058 -13%
ARIS
616
Advanced Research Investment Solutions
California
$282K
PWSG
617
Pacific Wealth Strategies Group
California
$281K -$288K -6,740 -43%
AIM
618
Arcadia Investment Management
Michigan
$278K
GRP
619
Global Retirement Partners
California
$277K -$9.18K -215 -2%
AIM
620
Aigen Investment Management
New York
$277K +$379K +8,879 New
GIBU
621
Gulf International Bank (UK)
United Kingdom
$276K
VWA
622
V Wealth Advisors
Kansas
$275K -$59.4K -1,390 -14%
SS
623
Sunbelt Securities
Texas
$275K +$1.28K +30 +0.3%
WCAMG
624
Woodard & Company Asset Management Group
North Carolina
$274K +$374K +8,760 New
WWM
625
Wolff Wiese Magana
California
$273K +$234K +5,470 +168%