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Velocity Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
76
Jones Financial Companies
Missouri
$3.13K +$3.13K +172 New
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$3.01K -$8.32K -457 -74%
EP
78
Essential Partners
California
$2.7K -$2.08K -114 -44%
Physician Wealth Advisors
79
Physician Wealth Advisors
Utah
$2.33K +$2.29K +126 New
IFP Advisors
80
IFP Advisors
Florida
$1.98K +$18 +1 +0.9%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$1.85K – – –
BFS
82
Bare Financial Services
Pennsylvania
$1.62K +$1.09K +60 +214%
Rothschild Investment LLC
83
Rothschild Investment LLC
Illinois
$1.27K +$200 +11 +19%
RWM
84
Rialto Wealth Management
New York
$1.11K +$546 +30 +100%
C
85
Covestor
United Kingdom
$1K +$382 +21 +36%
EverSource Wealth Advisors
86
EverSource Wealth Advisors
Alabama
$923 -$983 -54 -52%
Farther Finance Advisors
87
Farther Finance Advisors
California
$886 +$564 +31 +182%
Versant Capital Management
88
Versant Capital Management
Arizona
$757 -$22.3K -1,228 -97%
North Star Investment Management
89
North Star Investment Management
Illinois
$517 +$510 +28 New
Harbour Investments
90
Harbour Investments
Wisconsin
$388 +$382 +21 New
Larson Financial Group
91
Larson Financial Group
Missouri
$369 +$364 +20 New
Trust Company
92
Trust Company
Kansas
$314 – – –
Osaic Holdings
93
Osaic Holdings
Arizona
$258 – – –
SJS Investment Consulting
94
SJS Investment Consulting
Ohio
$185 +$91 +5 +100%
TWD
95
True Wealth Design
Ohio
$93 -$237 -13 -72%
Optiver Holding
96
Optiver Holding
Netherlands
$74 -$1.89K -104 -96%
Smartleaf Asset Management
97
Smartleaf Asset Management
Massachusetts
$72 – – –
Clearstead Advisors
98
Clearstead Advisors
Ohio
$56 +$55 +3 New
Millennium Management
99
Millennium Management
New York
– -$608K -33,615 Closed
Two Sigma Investments
100
Two Sigma Investments
New York
– -$310K -17,144 Closed