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Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
401
Credit Agricole
France
$614K +$395K +1,867 +201%
TW
402
TrinityPoint Wealth
Connecticut
$613K -$2.12K -10 -0.4%
SEM
403
Suncoast Equity Management
Florida
$608K -$6.34K -30 -1%
SP
404
Stonebrook Private
Michigan
$606K +$583K +2,757 New
WR
405
WD Rutherford
Oregon
$603K -$50.8K -240 -8%
IFU
406
iSAM Funds (UK)
United Kingdom
$597K +$72.1K +341 +14%
CA
407
Cetera Advisors
Colorado
$596K +$10.2K +48 +2%
PP
408
PDT Partners
New York
$594K +$211 +1 +0%
Walleye Trading
409
Walleye Trading
New York
$592K -$68.1K -322 -11%
LWM
410
Lakeridge Wealth Management
Ohio
$591K +$568K +2,687 New
Squarepoint
411
Squarepoint
New York
$589K -$211 -1 -0%
PCM
412
Prelude Capital Management
New York
$588K +$369K +1,745 +187%
FTDI
413
First Trust Direct Indexing
Massachusetts
$588K -$34.3K -162 -6%
OHWP
414
Oak Harbor Wealth Partners
North Carolina
$588K -$126K -594 -18%
PWG
415
Portside Wealth Group
Utah
$585K +$3.17K +15 +0.6%
GC
416
Guggenheim Capital
Illinois
$583K -$148K -700 -21%
O
417
Ossiam
France
$582K +$105K +497 +23%
CCA
418
Conestoga Capital Advisors
Pennsylvania
$580K +$122K +575 +28%
SWS
419
SYSTM Wealth Solutions
Illinois
$575K -$279K -1,320 -34%
DWM
420
Dakota Wealth Management
Florida
$574K +$7.4K +35 +1%
WF
421
Welch & Forbes
Massachusetts
$569K -$2.12K -10 -0.4%
AAM
422
Advisors Asset Management
Colorado
$567K +$196K +928 +56%
TMAM
423
Tokio Marine Asset Management
Japan
$559K
MCM
424
MAI Capital Management
Ohio
$543K +$188K +887 +56%
OQS
425
Occudo Quantitative Strategies
Florida
$533K +$513K +2,424 New