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Name Holding Trade Value Shares
Change
Change in
Stake
IWS
326
Integrity Wealth Solutions
Colorado
$264K
D.E. Shaw & Co
327
D.E. Shaw & Co
New York
$263K -$2.66M -68,996 -92%
CWM
328
Chesapeake Wealth Management
Virginia
$247K -$37.1K -963 -14%
AAS
329
Avantax Advisory Services
Texas
$245K +$229K +5,954 New
RJFSA
330
Raymond James Financial Services Advisors
Florida
$241K -$6.55K -170 -3%
AG
331
AlTi Global
New York
$238K -$7.17K -186 -3%
GLLW
332
Graves Light Lenhart Wealth
Virginia
$236K
VSQM
333
V-Square Quantitative Management
Illinois
$233K +$24.1K +626 +12%
TIAA Trust, National Association
334
TIAA Trust, National Association
North Carolina
$233K -$14.8K -383 -6%
GWMR
335
GC Wealth Management RIA
Massachusetts
$232K +$217K +5,629 New
CCA
336
Checchi Capital Advisers
California
$227K
CTC
337
Cetera Trust Company
Minnesota
$227K
NWM
338
Napa Wealth Management
California
$227K +$212K +5,506 New
US Bancorp
339
US Bancorp
Minnesota
$224K +$32.7K +849 +19%
OCM
340
One Capital Management
California
$223K +$209K +5,425 New
HI
341
Horizon Investments
North Carolina
$222K +$27.1K +704 +15%
KS
342
Karpas Strategies
Connecticut
$220K
VI
343
Vestcor Inc
New Brunswick, Canada
$218K -$5.23M -135,726 -96%
PP
344
Prudential plc
United Kingdom
$216K +$202K +5,241 New
Capstone Investment Advisors
345
Capstone Investment Advisors
New York
$215K -$7.09K -184 -3%
RCM
346
RMR Capital Management
California
$213K +$199K +5,171 New
Walleye Trading
347
Walleye Trading
New York
$213K -$1.53M -39,605 -88%
TTWM
348
TCV Trust & Wealth Management
Virginia
$213K +$199K +5,165 New
LIM
349
Leavell Investment Management
Alabama
$211K +$198K +5,132 New
TBA
350
Tower Bridge Advisors
Pennsylvania
$210K +$197K +5,100 New