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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
401
Vontobel Holding
Switzerland
$415K -$44.6K -231 -10%
MM
402
MQS Management
New York
$406K +$411K +2,125 New
VFA
403
Values First Advisors
Tennessee
$396K -$3.67K -19 -0.9%
WWP
404
WR Wealth Planners
Missouri
$396K +$22.2K +115 +6%
SM
405
Sciencast Management
New Jersey
$383K +$354K +1,830 New
OWM
406
OneAscent Wealth Management
Alabama
$382K -$30.2K -156 -7%
William Blair Investment Management
407
William Blair Investment Management
Illinois
$381K -$10.8M -55,868 -97%
KBFS
408
Kohmann Bosshard Financial Services
Ohio
$377K
CFG
409
Citizens Financial Group
Rhode Island
$376K -$17.4K -90 -4%
TRCT
410
Tower Research Capital (TRC)
New York
$372K +$119K +618 +46%
Wealthfront Advisers
411
Wealthfront Advisers
California
$370K +$37.9K +196 +11%
OFS
412
OneAscent Financial Services
Alabama
$363K -$33.6K -174 -8%
BFA
413
Beaumont Financial Advisors
Massachusetts
$363K +$4.83K +25 +1%
HPM
414
Hoxton Planning & Management
West Virginia
$353K -$2.32K -12 -0.6%
Citadel Advisors
415
Citadel Advisors
Florida
$350K -$396K -2,049 -53%
MIM
416
MTM Investment Management
South Carolina
$347K +$37.3K +193 +12%
CC
417
Courier Capital
New York
$346K +$92.4K +478 +36%
BRWA
418
B. Riley Wealth Advisors
Florida
$344K +$50.4K +261 +17%
P
419
Pitcairn
Pennsylvania
$341K
PWP
420
Phillips Wealth Planners
Mississippi
$341K +$343K +1,774 New
FIM
421
Freedom Investment Management
Connecticut
$341K -$51.4K -266 -13%
LWP
422
Lumature Wealth Partners
Georgia
$339K -$172K -889 -33%
BFG
423
Bleakley Financial Group
New Jersey
$337K -$9.86K -51 -3%
SS
424
Simplicity Solutions
Minnesota
$337K +$341K +1,764 New
EA
425
Emerald Advisers
Pennsylvania
$334K -$217K -1,122 -39%