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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
801
Pallas Capital Advisors
Massachusetts
$309K
DA
802
Doliver Advisors
Texas
$308K
JF
803
Joule Financial
Kentucky
$307K +$6.66K +241 +2%
ICG
804
InterOcean Capital Group
Tennessee
$307K +$12.8K +465 +4%
B
805
BloombergSen
Ontario, Canada
$305K
AC
806
ASB Consultores
Florida
$304K +$166 +6 +0.1%
PWM
807
Perigon Wealth Management
California
$304K +$317K +11,468 New
B
808
Bellecapital
Switzerland
$300K +$37.2K +1,347 +13%
LFASL
809
Lugano Financial Advisors SA (LFA)
Switzerland
$300K +$157K +5,665 +100%
Verition Fund Management
810
Verition Fund Management
Connecticut
$299K -$69.8K -2,525 -18%
AIC
811
Ayalon Insurance Company
Israel
$299K +$311K +11,270 New
ECM
812
ExodusPoint Capital Management
New York
$298K -$1.78M -64,458 -85%
CHAM
813
Clear Harbor Asset Management
Connecticut
$295K
AA
814
ALPS Advisors
Colorado
$295K +$307K +11,123 New
LSA
815
Leonteq Securities AG
Switzerland
$294K -$6.25M -226,145 -95%
WWP
816
Waypoint Wealth Partners
California
$293K -$138 -5 -0%
WWM
817
Western Wealth Management
Colorado
$292K +$303K +10,978 New
RIA
818
Realta Investment Advisors
Delaware
$285K +$297K +10,757 New
SF
819
Synovus Financial
Georgia
$283K -$4.12K -149 -1%
VVP
820
Venture Visionary Partners
Ohio
$277K +$9.45K +342 +3%
OPS
821
Orion Portfolio Solutions
Nebraska
$277K +$289K +10,451 New
Carson Wealth (CWM LLC)
822
Carson Wealth (CWM LLC)
Nebraska
$274K +$74.9K +2,712 +36%
ABLA
823
Alan B. Lancz & Associates
Ohio
$273K
AAS
824
Ameritas Advisory Services
Nebraska
$272K -$29.9K -1,081 -10%
Natixis Advisors
825
Natixis Advisors
Massachusetts
$271K -$2.69M -97,256 -90%