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Name Holding Trade Value Shares
Change
Change in
Stake
AGM
151
Alpine Global Management
New York
$15K +$19.3K +75 New
JWM
152
Janiczek Wealth Management
Colorado
$14.8K
PIA
153
Powell Investment Advisors
Florida
$14.4K
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$14.3K -$258 -1 -1%
PI
155
PFS Investments
Georgia
$14K +$3.61K +14 +26%
PFO
156
Pathstone Family Office
New Jersey
$13.9K -$1.03K -4 -6%
PMEF
157
Point72 Middle East FZE
United Arab Emirates
$13.2K +$16.5K +64 New
XSC
158
X-Square Capital
Puerto Rico
$13K
SI
159
Stephens Inc
Arkansas
$12.4K -$7.74K -30 -33%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$12.2K -$20.6K -80 -58%
Vanguard Personalized Indexing Management
161
Vanguard Personalized Indexing Management
California
$12K +$15K +58 New
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$11.4K +$774 +3 +6%
WQ
163
Wealth Quarterback
New Jersey
$11.4K -$5.16K -20 -27%
Principal Financial Group
164
Principal Financial Group
Iowa
$11.4K -$7.74K -30 -35%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$11.4K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$11K +$13.7K +53 New
APW
167
Austin Private Wealth
Texas
$10.9K
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$10.7K
Prudential Financial
169
Prudential Financial
New Jersey
$10.4K -$83.8K -325 -87%
AIA
170
Arbor Investment Advisors
North Carolina
$10.3K
CCM
171
Chiron Capital Management
Florida
$10.3K
CPO
172
Cerity Partners OCIO
New York
$10K
IWC
173
Integrated Wealth Concepts
Massachusetts
$10K
BAM
174
Belpointe Asset Management
Nevada
$9.53K +$11.9K +46 New
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$9K -$3.87K -15 -25%