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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$835K +$12.9K +1,075 +2%
Jane Street
77
Jane Street
New York
$813K -$3.64M -303,902 -83%
XT
78
XTX Topco
Cayman Islands
$808K +$759K +63,339 New
AIM
79
AXA Investment Managers
France
$806K +$758K +63,238 New
LWAM
80
Legacy Wealth Asset Management
Minnesota
$799K +$7.63K +636 +1%
ACM
81
Aquatic Capital Management
Illinois
$798K -$1.09M -90,931 -59%
Truist Financial
82
Truist Financial
North Carolina
$791K +$30.4K +2,537 +4%
Vanguard Personalized Indexing Management
83
Vanguard Personalized Indexing Management
California
$746K +$50.3K +4,194 +8%
BP
84
Ballentine Partners
Massachusetts
$737K +$35.1K +2,924 +5%
BCM
85
Barometer Capital Management
Ontario, Canada
$726K +$299K +24,900 +77%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$702K +$1.14K +95 +0.2%
TI
87
Tidal Investments
Wisconsin
$698K
Mariner
88
Mariner
Kansas
$615K -$33.5K -2,793 -5%
US Bancorp
89
US Bancorp
Minnesota
$602K +$11.8K +980 +2%
SFA
90
Sequoia Financial Advisors
Ohio
$551K +$72.9K +6,084 +16%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$529K +$497K +41,456 New
VM
92
VPR Management
Texas
$525K -$374K -31,190 -43%
Citigroup
93
Citigroup
New York
$497K +$465K +38,749 +15,377%
AWM
94
Aprio Wealth Management
Georgia
$495K +$3.01K +251 +0.7%
MML Investors Services
95
MML Investors Services
Massachusetts
$485K +$456K +38,060 New
BWP
96
BSW Wealth Partners
Colorado
$459K +$140K +11,702 +48%
BHPW
97
Beverly Hills Private Wealth
California
$440K +$155K +12,935 +60%
AI
98
Atria Investments
North Carolina
$433K +$407K +33,979 New
CGH
99
Crossmark Global Holdings
Texas
$433K
FAFN
100
First Affirmative Financial Network
Colorado
$428K +$13.3K +1,113 +3%