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StoneCo

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$203K -$76.3K -2,000 -18%
TFA
152
Teamwork Financial Advisors
Texas
$201K -$76.3K -2,000 -18%
BAM
153
Belpointe Asset Management
Nevada
$158K +$278K +7,278 New
BCV
154
Banque Cantonale Vaudoise
Switzerland
$143K +$199K +5,217 +392%
NIT
155
NumerixS Investment Technologies
British Columbia, Canada
$127K +$222K +5,825 New
TIS
156
Tortoise Index Solutions
Kansas
$116K +$14K +366 +7%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$97.2K -$461K -12,078 -73%
AIM
158
Aigen Investment Management
New York
$79K -$233K -6,122 -63%
SFS
159
Sowell Financial Services
Arkansas
$79K +$81.6K +2,140 +142%
MWA
160
Marshall Wace Asia
Hong Kong
$71K +$12.1K +317 +11%
FP
161
Financial Perspectives
Minnesota
$70.3K +$86.8K +2,276 +239%
OAMG
162
Odey Asset Management Group
United Kingdom
$62K +$19.8K +520 +22%
PA
163
Parallel Advisors
California
$61K +$108K +2,839 New
GT
164
Glenmede Trust
Pennsylvania
$47K
PCM
165
Pinz Capital Management
New York
$47K +$82K +2,150 New
CG
166
Cutler Group
California
$47K +$83.9K +2,200 New
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$44K -$38.4K -1,008 -34%
ABA
168
American Beacon Advisors
Texas
$38K +$66.7K +1,750 New
GRP
169
Global Retirement Partners
California
$36K +$38.1K +1,000 +149%
DSC
170
Duncker Streett & Co
Missouri
$33K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$32K
DAM
172
Delta Asset Management
Tennessee
$31K +$53.9K +1,413 New
Asset Management One
173
Asset Management One
Japan
$30K +$51.8K +1,359 New
TL
174
TrueWealth LLC
Georgia
$22K +$39.3K +1,030 New
ASN
175
Advisory Services Network
Georgia
$16K +$24.3K +638 +570%