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Name Holding Trade Value Shares
Change
Change in
Stake
PS
651
Planned Solutions
California
$261K +$28.9K +105 +13%
PP
652
Pegasus Partners
Wisconsin
$259K -$1.93K -7 -0.8%
FC
653
Fulcrum Capital
Washington
$259K
2L
654
25 LLC
Missouri
$258K +$2.21K +8 +0.9%
HAG
655
HighPoint Advisor Group
Illinois
$258K +$2.21K +8 +1%
XT
656
XTX Topco
Cayman Islands
$258K -$890K -3,229 -78%
C
657
Covestor
United Kingdom
$256K +$2.48K +9 +1%
DFCM
658
Dark Forest Capital Management
Puerto Rico
$255K +$243K +881 New
CA
659
CoreCap Advisors
Michigan
$251K +$238K +865 New
EI
660
Ellevest Inc
New York
$249K -$7.44K -27 -3%
LGF
661
LGT Group Foundation
Liechtenstein
$248K -$41.3K -150 -15%
AAA
662
American Alpha Advisors
New York
$247K +$235K +852 New
FL
663
Fort LP
Maryland
$242K -$9.92K -36 -4%
RWP
664
RWA Wealth Partners
Massachusetts
$240K -$6.89K -25 -3%
VAS
665
Vestmark Advisory Solutions
Massachusetts
$240K -$18.7K -68 -8%
PNC
666
Park National Corp
Ohio
$239K -$41.3K -150 -15%
SFI
667
Siemens Fonds Invest
Germany
$237K -$65.3K -237 -22%
OAM
668
Oxford Asset Management
United Kingdom
$232K +$221K +801 New
IC
669
Inscription Capital
Texas
$232K -$13.8K -50 -6%
VSQM
670
V-Square Quantitative Management
Illinois
$231K
T. Rowe Price Investment Management
671
T. Rowe Price Investment Management
Maryland
$230K +$18.7K +68 +9%
PWM
672
Perigon Wealth Management
California
$230K -$2.48K -9 -1%
LWANC
673
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K
DWP
674
Daymark Wealth Partners
Ohio
$228K -$1.65K -6 -0.8%
WAS
675
Wealth Advisory Solutions
Indiana
$225K