We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
301
Atria Wealth Solutions
New York
$313K +$299K +13,468 New
PP
302
Prudential plc
United Kingdom
$307K +$293K +13,205 New
SMH
303
Sanders Morris Harris
Texas
$303K – – –
BAM
304
Blueshift Asset Management
New Jersey
$300K -$32.2K -1,451 -10%
FSA
305
Fort Sheridan Advisors
Illinois
$299K – – –
WSTAM
306
Wilbanks Smith & Thomas Asset Management
Virginia
$296K +$6.15K +277 +2%
PMAM
307
Penn Mutual Asset Management
Pennsylvania
$295K +$282K +12,705 New
SWRP
308
Summit Wealth & Retirement Planning
California
$286K -$4.99K -225 -2%
CA
309
Calton & Associates
Florida
$274K +$510 +23 +0.2%
ACI
310
Alpha Cubed Investments
California
$270K +$13.3K +600 +5%
CL
311
COWA LLC
Oklahoma
$269K +$976 +44 +0.4%
M&T Bank
312
M&T Bank
New York
$268K -$2.64K -119 -1%
Jane Street
313
Jane Street
New York
$266K -$4.42M -199,171 -95%
FFM
314
Forum Financial Management
Illinois
$261K – – –
AWM
315
Apollon Wealth Management
South Carolina
$246K +$235K +10,569 New
P
316
&Partners
Tennessee
$241K -$25.8K -1,165 -10%
OR
317
Olympiad Research
Connecticut
$236K +$225K +10,148 New
SI
318
Stephens Inc
Arkansas
$235K -$55.6K -2,504 -20%
MRWM
319
ML&R Wealth Management
Texas
$234K +$1.55K +70 +0.7%
TCA
320
Transcend Capital Advisors
New Jersey
$233K – – –
CCFM
321
Clear Creek Financial Management
Washington
$233K +$488 +22 +0.2%
IIM
322
Ironwood Investment Management
Massachusetts
$230K – – –
GVAG
323
Great Valley Advisor Group
Delaware
$228K -$19.3K -871 -8%
MIM
324
MetLife Investment Management
New Jersey
$223K +$212K +9,575 New
PWPS
325
Pinnacle Wealth Planning Services
Ohio
$222K +$9.83K +443 +5%