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Name Holding Trade Value Shares
Change
Change in
Stake
PFG
401
Prosperity Financial Group
California
$224K +$13.1K +199 +6%
William Blair & Company
402
William Blair & Company
Illinois
$223K -$89.9K -1,363 -29%
Wealth Enhancement Advisory Services
403
Wealth Enhancement Advisory Services
Minnesota
$222K +$217K +3,287 New
HWM
404
HB Wealth Management
Georgia
$221K -$3.3K -50 -2%
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$220K +$3.83K +58 +2%
PFO
406
Pathstone Family Office
New Jersey
$218K +$212K +3,221 New
P
407
Pitcairn
Pennsylvania
$215K -$3.36K -51 -2%
FIM
408
Freedom Investment Management
Connecticut
$212K +$206K +3,130 New
DC
409
Diametric Capital
Massachusetts
$211K +$206K +3,121 New
EHC
410
Everett Harris & Co
California
$210K
GT
411
Glenview Trust
Kentucky
$206K +$1.39K +21 +0.7%
GS
412
GTS Securities
Florida
$205K +$200K +3,037 New
S
413
SignatureFD
Georgia
$205K +$1.98K +30 +1%
HI
414
Horizon Investments
North Carolina
$205K +$14.4K +219 +8%
WTFG
415
Wells Trecaso Financial Group
Ohio
$203K
ST
416
Spinnaker Trust
Maine
$203K
IFU
417
iSAM Funds (UK)
United Kingdom
$201K +$196K +2,966 New
SW
418
SteelPeak Wealth
California
$200K +$195K +2,958 New
KI
419
Kapitalo Investimentos
Brazil
$182K +$69.3K +1,050 +64%
AIP
420
Ameritas Investment Partners
Nebraska
$176K
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K
Point72 Asset Management
422
Point72 Asset Management
Connecticut
$159K +$155K +2,357 New
BAM
423
Byrne Asset Management
New Jersey
$150K -$176K -2,665 Closed
FHA
424
First Horizon Advisors
Tennessee
$146K -$22.2K -336 -13%
WAM
425
Worth Asset Management
Texas
$129K