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StoneCo

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
201
L.J. Altfest & Co
New York
$342K +$269K +5,176 +111%
HighTower Advisors
202
HighTower Advisors
Illinois
$338K +$50K +964 +11%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$332K -$144K -2,773 -22%
Truist Financial
204
Truist Financial
North Carolina
$287K +$19.9K +384 +5%
PA
205
Paragon Advisors
Texas
$286K -$746K -14,375 -64%
Federated Hermes
206
Federated Hermes
Pennsylvania
$285K -$821K -15,824 -66%
SWP
207
Stratos Wealth Partners
Ohio
$278K -$868K -16,725 -68%
VIA
208
Vident Investment Advisory
Georgia
$274K +$9.55K +184 +2%
HKAM
209
Horizon Kinetics Asset Management
New York
$272K -$82K -1,580 -17%
TD Asset Management
210
TD Asset Management
Ontario, Canada
$263K -$5.61M -108,008 -93%
Prudential Financial
211
Prudential Financial
New Jersey
$258K -$12.7K -244 -4%
TIS
212
Tortoise Index Solutions
Kansas
$255K -$19.1K -368 -5%
MGWM
213
Marks Group Wealth Management
Minnesota
$248K +$206K +3,959 +126%
B
214
Bellecapital
Switzerland
$236K +$11K +211 +3%
MAFM
215
Mid Atlantic Financial Management
Pennsylvania
$234K +$21.5K +414 +7%
OPA
216
Old Port Advisors
Maine
$233K -$16.1K -310 -4%
M&T Bank
217
M&T Bank
New York
$230K -$64.8K -1,249 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
218
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$227K -$939K -18,092 -73%
BDWCC
219
B&D White Capital Company
Texas
$225K +$337K +6,500 New
Comerica Bank
220
Comerica Bank
Texas
$220K -$94.7K -1,824 -23%
IRF
221
IBM Retirement Fund
New York
$219K +$5.29K +102 +2%
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$212K +$40.4K +779 +15%
BAM
223
Blueshift Asset Management
New Jersey
$210K -$875K -16,858 -74%
FP
224
Financial Perspectives
Minnesota
$183K -$96K -1,850 -26%
EWA
225
Evolution Wealth Advisors
Florida
$182K +$271K +5,230 New