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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
GC
177
Gould Capital
Washington
$1.71K – – –
PS
178
Principal Securities
Iowa
$1.6K +$108 +11 +9%
BBHC
179
Brown Brothers Harriman & Co
New York
$1.23K +$1.06K +108 New
JWA
180
JFS Wealth Advisors
Pennsylvania
$1.04K – – –
LFG
181
Larson Financial Group
Missouri
$992 +$855 +87 New
NA
182
NewEdge Advisors
Louisiana
$821 – – –
NC
183
NewSquare Capital
Pennsylvania
$764 – – –
AT
184
Arlington Trust
Alabama
$741 +$639 +65 New
CIAM
185
Caitong International Asset Management
Hong Kong
$581 +$501 +51 New
AssetMark Inc
186
AssetMark Inc
California
$456 +$393 +40 New
SAM
187
Smartleaf Asset Management
Massachusetts
$199 – – –
TPWA
188
Twin Peaks Wealth Advisors
California
$98 +$79 +8 New
TWD
189
True Wealth Design
Ohio
$46 – – –
HNB
190
Huntington National Bank
Ohio
$11 – – –
Artisan Partners
191
Artisan Partners
Wisconsin
– -$185M -21,188,805 Closed
SGI
192
Summit Global Investments
Utah
– -$1.12M -128,495 Closed
GAM
193
Groupama Asset Management
France
– -$923K -105,084 Closed
CC
194
Commons Capital
Massachusetts
– -$637K -73,000 Closed
SSA
195
Schonfeld Strategic Advisors
New York
– -$461K -52,915 Closed
GCM
196
Graham Capital Management
Connecticut
– -$229K -26,267 Closed
MM
197
MQS Management
New York
– -$160K -18,320 Closed
XT
198
XTX Topco
Cayman Islands
– -$139K -15,951 Closed
MC
199
Moors & Cabot
Massachusetts
– -$133K -15,275 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
200
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$113K -12,987 Closed