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StoneCo

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
251
Baird Financial Group
Wisconsin
$276K +$352K +4,505 New
LJAC
252
L.J. Altfest & Co
New York
$276K +$352K +4,510 New
BHA
253
Beech Hill Advisors
New York
$275K
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$264K +$337K +4,315 New
BG
255
Bellevue Group
Switzerland
$263K -$250K -3,200 -43%
BAM
256
Belpointe Asset Management
Nevada
$257K -$161K -2,066 -33%
BTWM
257
Baker Tilly Wealth Management
Wisconsin
$256K +$47.2K +605 +17%
JSP
258
Jackson Square Partners
California
$244K +$53.3K +683 +21%
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$241K -$16K -205 -5%
SPIA
260
Steward Partners Investment Advisory
New York
$239K -$62K -795 -17%
LNC
261
Lincoln National Corp
Pennsylvania
$239K +$304K +3,898 New
IWP
262
Icon Wealth Partners
Texas
$237K +$26.9K +345 +10%
WA
263
Wealth Alliance
New York
$235K +$2.34K +30 +0.8%
CG
264
Compass Group
New York
$227K
WAM
265
World Asset Management
Michigan
$224K -$21K -269 -7%
TRCT
266
Tower Research Capital (TRC)
New York
$219K +$53.1K +681 +23%
CAAS
267
Capital Asset Advisory Services
Michigan
$217K -$18.7K -240 -6%
SSG
268
Summit Securities Group
New York
$208K +$265K +3,400 New
CIBC World Market
269
CIBC World Market
Ontario, Canada
$207K +$264K +3,379 New
HIIFS
270
Harel Insurance Investments & Financial Services
Israel
$205K -$187K -2,392 -71%
BCV
271
Banque Cantonale Vaudoise
Switzerland
$173K
SFS
272
Sowell Financial Services
Arkansas
$139K -$5.7K -73 -3%
LOIM
273
Liberty One Investment Management
Illinois
$136K +$45.8K +587 +36%
PAM
274
Panagora Asset Management
Massachusetts
$112K +$124K +1,595 +700%
AAMU
275
Amundi Asset Management US
Massachusetts
$112K +$143K +1,830 New