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Stellantis

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
176
Plante Moran Financial Advisors
Michigan
$9K – – –
ClearBridge Investments
177
ClearBridge Investments
New York
$7K +$75 +10 +1%
GBBWRPM
178
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K – – –
AIM
179
Advantage Investment Management
Iowa
$5K +$3.76K +502 New
KT
180
Kanaly Trust
Texas
$4K – – –
AOWM
181
Alpha Omega Wealth Management
Virginia
$3K – – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
CFD
183
Creative Financial Designs
Indiana
$3K +$2.44K +326 New
MFS
184
MSI Financial Services
Massachusetts
$2K -$1.69K -226 -50%
CCA
185
Catalyst Capital Advisors
New York
$2K – – –
FNBT
186
FineMark National Bank & Trust
Florida
$2K – – –
PCP
187
Proficio Capital Partners
Massachusetts
$2K – – –
MWM
188
Mascoma Wealth Management
New Hampshire
$2K +$1.44K +192 New
EWM
189
Evercore Wealth Management
New York
$2K +$1.56K +209 New
AA
190
Apriem Advisors
California
$1K – – –
FANJ
191
Financial Architects (New Jersey)
New Jersey
$1K – – –
FWM
192
Focused Wealth Management
New York
$1K – – –
QCG
193
Quadrant Capital Group
Ohio
$1K +$97 +13 +4%
NSIM
194
North Star Investment Management
Illinois
$1K +$569 +76 New
MVP
195
Miller Value Partners
Florida
– -$31.7M -4,978,962 Closed
Millennium Management
196
Millennium Management
New York
– -$4.97M -779,894 Closed
SCM
197
Springhouse Capital Management
Connecticut
– -$3.59M -563,370 Closed
HI
198
HBK Investments
Texas
– -$3.19M -499,791 Closed
SM
199
SLS Management
New York
– -$3M -471,478 Closed
BWFA
200
Baltimore-Washington Financial Advisors
Maryland
– -$2.72M -426,168 Closed