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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
176
Sequoia Financial Advisors
Ohio
$277K +$70.4K +6,852 +29%
SWGC
177
Summit Wealth Group (Colorado)
Colorado
$275K +$57.1K +5,559 New
PA
178
Probity Advisors
Texas
$273K +$54K +5,260 +21%
EW
179
Evoke Wealth
California
$272K -$15.9K -1,550 -5%
RCM
180
Requisite Capital Management
Texas
$271K +$304K +29,588 New
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
$270K +$303K +29,517 New
Vanguard Personalized Indexing Management
182
Vanguard Personalized Indexing Management
California
$268K +$53.4K +5,200 +22%
IWC
183
Integrated Wealth Concepts
Massachusetts
$267K -$1.04K -101 -0.3%
KRW
184
Kaufman Rossin Wealth
Florida
$267K
EC
185
EntryPoint Capital
New York
$265K -$156K -15,200 -34%
HFS
186
Hantz Financial Services
Michigan
$259K +$88K +8,567 +43%
Walleye Capital
187
Walleye Capital
New York
$258K +$266K +25,868 +1,130%
GWMR
188
GC Wealth Management RIA
Massachusetts
$257K +$288K +28,060 New
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$256K
BAM
190
Boyar Asset Management
New York
$255K +$82 +8 +0%
Pathstone Holdings
191
Pathstone Holdings
New Jersey
$253K +$284K +27,666 New
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$252K
SRL
193
Scientech Research LLC
New Jersey
$249K -$228K -22,196 -45%
Deutsche Bank
194
Deutsche Bank
Germany
$244K -$69.9K -6,808 -20%
KF
195
Krilogy Financial
Missouri
$227K +$257K +24,975 New
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$223K +$22.6K +2,205 +10%
SCM
197
Shelton Capital Management
Colorado
$222K -$63K -6,134 -20%
CM
198
Caption Management
Oklahoma
$211K +$30.7K +2,988 +15%
KPWS
199
Kestra Private Wealth Services
Texas
$203K -$42.5K -4,133 -16%
ORG
200
Optimist Retirement Group
Washington
$203K +$41.5K +4,043 +22%