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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$244K -$179K -5,580 -45%
LPL Financial
152
LPL Financial
California
$243K +$221K +6,912 New
FIM
153
Freedom Investment Management
Connecticut
$237K +$216K +6,741 New
PSP
154
Principal Street Partners
Tennessee
$231K +$211K +6,578 New
GT
155
Greenleaf Trust
Michigan
$215K +$196K +6,111 New
Verition Fund Management
156
Verition Fund Management
Connecticut
$213K -$144K -4,500 -43%
Vanguard Personalized Indexing Management
157
Vanguard Personalized Indexing Management
California
$212K -$140K -4,379 -42%
BHPW
158
Beverly Hills Private Wealth
California
$202K +$184K +5,756 New
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$184K -$18.8K -588 -10%
Barclays
160
Barclays
United Kingdom
$156K +$19.2K +601 +16%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$126K +$115K +3,592 New
EDRH
162
Edmond de Rothschild Holding
Switzerland
$120K -$12.8K -400 -11%
JWM
163
Janiczek Wealth Management
Colorado
$95K -$3.14K -98 -3%
KI
164
Kapitalo Investimentos
Brazil
$91.4K +$83.2K +2,600 New
PA
165
Parallel Advisors
California
$88.3K -$1.22K -38 -1%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$71K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$71K +$28.5K +891 +80%
LC
168
Lindbrook Capital
California
$71K -$3.62K -113 -5%
Macquarie Group
169
Macquarie Group
Australia
$65K +$2.4K +75 +4%
SSG
170
Summit Securities Group
New York
$59K +$54K +1,687 New
CS
171
Comerica Securities
Michigan
$57.2K +$52K +1,626 New
BTI
172
Blue Trust Inc
Georgia
$57K +$30.3K +947 +74%
EI
173
Ellevest Inc
New York
$47.2K -$16.6K -518 -28%
BAM
174
Belpointe Asset Management
Nevada
$38.4K +$34.9K +1,091 New
CFGS
175
Concourse Financial Group Securities
Alabama
$35.2K +$3.26K +102 +11%