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VIVS

VivoSim Labs

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Strategic Investment Management
Virginia
$116K +$106K +54 New
PAG
52
Private Advisor Group
New Jersey
$113K +$84.4K +43 New
Creative Planning
53
Creative Planning
Kansas
$94K -$1.96K -1 -3%
VIA
54
Vantage Investment Advisors
Pennsylvania
$82K +$60.9K +31 New
Citigroup
55
Citigroup
New York
$64K +$37.3K +19 +380%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$62K +$29.4K +15 +188%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$54K +$39.3K +20 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$51K +$37.3K +19 New
US Bancorp
59
US Bancorp
Minnesota
$39K +$21.6K +11 +275%
PAS
60
Partnervest Advisory Services
California
$25K
Teacher Retirement System of Texas
61
Teacher Retirement System of Texas
Texas
$25K +$19.6K +10 New
GT
62
Glenmede Trust
Pennsylvania
$24K +$9.81K +5 +125%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$22K
WF
64
WealthTrust Fairport
Ohio
$17K
HFM
65
Hartford Financial Management
Connecticut
$15K +$11.8K +6 New
BFA
66
BlackRock Fund Advisors
California
$12K +$7.85K +4 New
DADC
67
D.A. Davidson & Co
Montana
$11K -$7.85K -4 -50%
EWM
68
Elite Wealth Management
Washington
$11K +$7.85K +4 New
JIC
69
Joel Isaacson & Co
New York
$11K +$7.85K +4 New
WOC
70
West Oak Capital
California
$9.96K
MFS
71
MSI Financial Services
Massachusetts
$6K
MWP
72
MYCIO Wealth Partners
Pennsylvania
$6K +$3.93K +2 New
NES
73
New England Securities
New York
$6K +$3.93K +2 New
RIA
74
Regal Investment Advisors
Michigan
$6K +$3.93K +2 New
NC
75
NewSquare Capital
Pennsylvania
$5K +$3.93K +2 New