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StoneCo

Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
201
Yorktown Management & Research Company
Virginia
$261K
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$254K -$25.1K -1,463 -9%
SF
203
Synovus Financial
Georgia
$253K -$24.4K -1,426 -9%
SFO
204
Stokes Family Office
Louisiana
$243K +$36K +2,100 +17%
FA
205
Fiducient Advisors
Illinois
$233K +$240K +14,000 New
PWPS
206
Pinnacle Wealth Planning Services
Ohio
$232K -$1.85K -108 -0.8%
CAMG
207
CWA Asset Management Group
Florida
$221K +$228K +13,282 New
Daiwa Securities Group
208
Daiwa Securities Group
Japan
$215K
FP
209
Financial Perspectives
Minnesota
$215K -$3.55K -207 -2%
US Bancorp
210
US Bancorp
Minnesota
$212K -$3.29K -192 -1%
First Trust Advisors
211
First Trust Advisors
Illinois
$207K -$1.35K -79 -0.6%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$204K +$41.6K +2,428 +25%
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$203K +$3.58K +209 +2%
TW
214
TrinityPoint Wealth
Connecticut
$195K +$772 +45 +0.4%
ISL
215
Ingalls & Snyder LLC
New York
$195K
Amundi
216
Amundi
France
$193K -$85.7K -5,000 -28%
AAS
217
Avantax Advisory Services
Texas
$187K -$59.5K -3,470 -24%
AWM
218
Axxcess Wealth Management
California
$187K +$193K +11,260 New
Pathstone Holdings
219
Pathstone Holdings
New Jersey
$186K -$6.93M -403,904 -97%
GI
220
GS Investments
Minnesota
$186K
KAS
221
Kestra Advisory Services
Texas
$183K +$189K +11,022 New
AB
222
Amalgamated Bank
New York
$183K -$433K -25,250 -70%
IEFM
223
IQ EQ Fund Management
Ireland
$181K -$12.5K -728 -6%
BC
224
Bridgefront Capital
Texas
$180K +$185K +10,818 New
ASN
225
Advisory Services Network
Georgia
$179K +$70.6K +4,117 +62%