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Tradeweb Markets

Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
376
B. Metzler seel. Sohn & Co
Germany
$431K -$3.19K -24 -0.8%
CIS
377
Capital International Sarl
California
$425K
MGP
378
Metis Global Partners
California
$422K +$69.5K +523 +23%
VFA
379
Values First Advisors
Tennessee
$421K +$378K +2,841 New
BCI
380
Brinker Capital Investments
Pennsylvania
$418K -$44.5K -335 -11%
OPS
381
Orion Portfolio Solutions
Nebraska
$418K -$44.5K -335 -11%
SEA
382
Stegent Equity Advisors
Texas
$417K +$373K +2,806 New
VVP
383
Venture Visionary Partners
Ohio
$416K -$26.6K -200 -7%
LAM
384
Lifestyle Asset Management
Texas
$412K -$16.3K -123 -4%
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
$407K +$96.9K +729 +36%
RL
386
Retireful LLC
Michigan
$396K +$359K +2,699 New
LOIM
387
Liberty One Investment Management
Illinois
$396K +$26.3K +198 +8%
CIBC World Market
388
CIBC World Market
Ontario, Canada
$380K +$85.6K +644 +34%
SPC
389
Sigma Planning Corp
Michigan
$376K +$336K +2,530 New
VI
390
Vestcor Inc
New Brunswick, Canada
$367K +$930 +7 +0.3%
Envestnet Portfolio Solutions
391
Envestnet Portfolio Solutions
Illinois
$357K -$486K -3,656 -60%
EF
392
Empowered Funds
Pennsylvania
$345K -$37.7K -284 -11%
FWM
393
Forza Wealth Management
Florida
$337K
PAG
394
Private Advisor Group
New Jersey
$336K +$301K +2,262 New
PC
395
Port Capital
Illinois
$330K
BPCE
396
Bank Pictet & Cie (Europe)
Germany
$328K +$1.06K +8 +0.4%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$328K -$2.09M -15,750 -88%
UM
398
UniSuper Management
Australia
$327K
FCBT
399
First Citizens Bank & Trust
North Carolina
$321K -$269K -2,027 -48%
SAM
400
Sompo Asset Management
Japan
$315K -$37.2K -280 -12%