| 1 |
Dauntless Investment Group, LLC
2.58% of their portfolio |
Milford, MI |
1,162,0001.2m
$1.5m |
$1.5m |
2.58% |
Reduced
-1.0m |
-1,003,231 |
| 2 |
Mid-American Wealth Advisory Group, Inc.
0.15% of their portfolio |
KANSAS CITY, MO |
323,240323.2k
$413.7k |
$413.7k |
0.15% |
New |
|
| 3 |
Zhang Financial LLC
0.00% of their portfolio |
PORTAGE, MI |
125,950126.0k
$161.2k |
$161.2k |
0.00% |
Added
+14.1k |
+14,050 |
| 4 |
GOLDMAN SACHS GROUP INC
0.00% of their portfolio |
NEW YORK, NY |
119,238119.2k
$152.6k |
$152.6k |
0.00% |
Added
+43.6k |
+43,578 |
| 5 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
80,22280.2k
$102.7k |
$102.7k |
0.00% |
Added
+45.1k |
+45,128 |
| 6 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
79,36579.4k
$101.6k |
$101.6k |
0.00% |
Unchanged |
|
| 7 |
GEODE CAPITAL MANAGEMENT, LLC
0.00% of their portfolio |
BOSTON, MA |
78,20478.2k
$100.1k |
$100.1k |
0.00% |
Unchanged |
|
| 8 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
72,88072.9k
$93.3k |
$93.3k |
0.00% |
Reduced
-22.8k |
-22,820 |
| 9 |
HSBC HOLDINGS PLC
0.00% of their portfolio |
LONDON, X0 |
62,43762.4k
$78.0k |
$78.0k |
0.00% |
Unchanged |
|
| 10 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
53,65653.7k
$68.7k |
$68.7k |
0.00% |
Added
+1.5k |
+1,500 |
| 11 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
45,58945.6k
$58.0k |
$58.0k |
0.00% |
New |
|
| 12 |
EWA, LLC
0.01% of their portfolio |
PITTSBURGH, PA |
44,69244.7k
$57.2k |
$57.2k |
0.01% |
Reduced
-1.3k |
-1,256 |
| 13 |
Private Advisor Group, LLC
0.00% of their portfolio |
MORRISTOWN, NJ |
19,64519.6k
$25.1k |
$25.1k |
0.00% |
New |
|
| 14 |
China Universal Asset Management Co., Ltd.
0.00% of their portfolio |
SHANGHAI, F4 |
18,00018.0k
$23.0k |
$23.0k |
0.00% |
New |
|
| 15 |
Rachor Investment Advisory Services, LLC
0.01% of their portfolio |
Linden, MI |
17,00017.0k
$21.8k |
$21.8k |
0.01% |
Unchanged |
|
| 16 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
16,30016.3k
$20.9k |
$20.9k |
0.00% |
Added
+15.3k |
+15,300 |
| 17 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
13,79413.8k
$17.7k |
$17.7k |
0.00% |
Reduced
-10.3k |
-10,253 |
| 18 |
RENAISSANCE TECHNOLOGIES LLC
0.00% of their portfolio |
NEW YORK, NY |
13,10013.1k
$16.8k |
$16.8k |
0.00% |
New |
|
| 19 |
CAPTRUST FINANCIAL ADVISORS
0.00% of their portfolio |
RALEIGH, NC |
13,00013.0k
$16.6k |
$16.6k |
0.00% |
Added
+2.0k |
+2,000 |
| 20 |
Corient Private Wealth LP
0.00% of their portfolio |
MIAMI, FL |
12,17912.2k
$15.6k |
$15.6k |
0.00% |
Unchanged |
|
| 21 |
JNBA Financial Advisors
0.00% of their portfolio |
BLOOMINGTON, MN |
12,00012.0k
$15.4k |
$15.4k |
0.00% |
Unchanged |
|
| 22 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
10,50010.5k
$13.4k |
$13.4k |
0.00% |
Unchanged |
|
| 23 |
WEALTH ALLIANCE, LLC
0.00% of their portfolio |
MELLVILLE, NY |
10,35010.3k
$13.2k |
$13.2k |
0.00% |
Unchanged |
|
| 24 |
Venture Visionary Partners LLC
0.00% of their portfolio |
Sylvania, OH |
10,00010.0k
$12.8k |
$12.8k |
0.00% |
Unchanged |
|
| 25 |
DiNuzzo Private Wealth, Inc.
0.00% of their portfolio |
BEAVER, PA |
5,0005.0k
$6.4k |
$6.4k |
0.00% |
Unchanged |
|
| 26 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
2,1042.1k
$2.5k |
$2.5k |
0.00% |
Added
+1.1k |
+1,077 |
| 27 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
1,0001.0k
$1.3k |
$1.3k |
0.00% |
Unchanged |
|
| 28 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
1,0001.0k
$1.3k |
$1.3k |
0.00% |
New |
|
| 29 |
MCGUIRE CAPITAL ADVISORS INC
0.00% of their portfolio |
BETHANY, OK |
867867
$1.1k |
$1.1k |
0.00% |
Unchanged |
|
| 30 |
Tradewinds Capital Management, LLC
0.00% of their portfolio |
BELLINGHAM, WA |
258258
$331 |
$331 |
0.00% |
Unchanged |
|
| 31 |
Caitong International Asset Management Co., Ltd
0.00% of their portfolio |
HONG KONG, K3 |
4747
$60 |
$60 |
0.00% |
Added
+45 |
+45 |