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Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
$130K -$1.15M -475,610 -91%
AIA
152
Alera Investment Advisors
Illinois
$127K +$6.37K +2,624 +6%
GWM
153
Gitterman Wealth Management
New Jersey
$125K -$1.06K -438 -1%
XT
154
XTX Topco
Cayman Islands
$124K -$32.3K -13,296 -23%
SC
155
Sepio Capital
Utah
$124K +$108K +44,530 New
WA
156
Wealthstream Advisors
New York
$119K +$11K +4,548 +12%
DWM
157
Drive Wealth Management
Utah
$113K +$4.21K +1,734 +4%
Ameriprise
158
Ameriprise
Minnesota
$112K -$50.8K -20,932 -34%
BTI
159
Blue Trust Inc
Georgia
$108K +$41.9K +17,268 +63%
HWM
160
HB Wealth Management
Georgia
$105K +$11.2K +4,604 +14%
BSW
161
Buckingham Strategic Wealth
Missouri
$102K -$330 -136 -0.4%
CWM
162
Cherrydale Wealth Management
New Jersey
$101K +$8.88K +3,658 +11%
OL
163
Optas LLC
Texas
$97.4K -$8.79K -3,618 -9%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$96K +$9.47K +3,902 +13%
HighTower Advisors
165
HighTower Advisors
Illinois
$90K -$9.55K -3,932 -11%
BFG
166
Bleakley Financial Group
New Jersey
$89.5K -$4.65K -1,916 -6%
SS
167
Simplicity Solutions
Minnesota
$89.5K -$4.65K -1,916 -6%
ECM
168
Evergreen Capital Management
Washington
$87.7K -$25.3K -10,432 -25%
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$82.8K -$7.11K -2,930 -9%
CC
170
Centiva Capital
New York
$82.7K +$72.1K +29,682 New
CCM
171
Coldstream Capital Management
Washington
$82K +$3.19K +1,312 +5%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$81K +$185 +76 +0.3%
Wells Fargo
173
Wells Fargo
California
$78.3K -$8.28K -3,408 -11%
EC
174
EntryPoint Capital
New York
$78.1K +$68K +28,026 New
EPAM
175
Euro Pacific Asset Management
Puerto Rico
$75K +$4.46K +1,838 +8%