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Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
251
Neuberger Berman Group
New York
$53.6K -$992K -495,704 -96%
PA
252
Parallel Advisors
California
$53.6K -$35.7K -17,872 -44%
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$53.1K -$10.9K -5,445 -19%
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$52.7K -$146K -72,790 -76%
SWM
255
Sendero Wealth Management
Texas
$50.2K – – –
NAS
256
NWF Advisory Services
California
$48.8K +$41.9K +20,952 New
TFA
257
Tranquilli Financial Advisor
New Jersey
$48.8K +$11.4K +5,685 +37%
QCG
258
Quadrant Capital Group
Ohio
$48.6K -$248K -124,169 -86%
AWM
259
Aprio Wealth Management
Georgia
$47.1K +$19.6K +9,813 +94%
GBT
260
Grove Bank & Trust
Florida
$46.2K -$2.82K -1,408 -7%
MG
261
Marex Group
$46K -$66.6K -33,290 -63%
RA
262
Riversedge Advisors
Delaware
$45.2K +$38.8K +19,394 New
RDWM
263
Red Door Wealth Management
Tennessee
$44.3K +$17K +8,500 +81%
MOS
264
MGO One Seven
Ohio
$43.8K +$9.42K +4,711 +33%
OC
265
Oppenheimer & Co
New York
$43.4K -$1.51M -755,732 -98%
PAW
266
Plan A Wealth
Nebraska
$43.1K -$3.94K -1,970 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
267
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42.6K +$36.6K +18,300 New
PAM
268
Paradigm Asset Management
New York
$41.8K – – –
SAM
269
Silvercrest Asset Management
New York
$41.4K – – –
KAS
270
Kestra Advisory Services
Texas
$41.3K -$16.8K -8,415 -32%
RFC
271
Regions Financial Corp
Alabama
$40.3K -$264K -132,089 -88%
VCM
272
Viewpoint Capital Management
Washington
$38K – – –
CAM
273
Cresset Asset Management
Illinois
$37.8K +$2.66K +1,330 +9%
X
274
Xponance
Pennsylvania
$37.5K +$32.2K +16,102 New
EWM
275
Endowment Wealth Management
Wisconsin
$37.4K -$28.6K -14,307 -47%