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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
401
HB Wealth Management
Georgia
$402K -$102K -981 -22%
MYAM
402
Meiji Yasuda Asset Management
Japan
$400K -$159K -1,536 -30%
GM
403
GeoWealth Management
Illinois
$397K +$365K +3,515 New
CL
404
Choreo LLC
Illinois
$394K +$41.3K +398 +13%
MC
405
Machina Capital
France
$393K +$361K +3,480 New
GCM
406
Graham Capital Management
Connecticut
$383K +$352K +3,394 New
BPC
407
Banque Pictet & Cie
Switzerland
$374K -$22.9K -221 -6%
AWS
408
Atria Wealth Solutions
New York
$373K +$13.6K +131 +4%
IMCOOI
409
Investment Management Corp of Ontario (IMCO)
Canada
$368K -$2.43M -23,437 -88%
AAS
410
Avantax Advisory Services
Texas
$367K -$17.2K -166 -5%
SPA
411
Sherbrooke Park Advisers
New York
$365K +$336K +3,237 New
AFCM
412
Applied Finance Capital Management
Puerto Rico
$365K +$336K +3,233 New
HI
413
Humankind Investments
New York
$362K +$333K +3,204 New
PP
414
Prudential plc
United Kingdom
$355K -$1.13M -10,858 -78%
VT
415
Vise Technologies
New York
$355K +$327K +3,147 New
SI
416
Seeds Investor
New York
$344K +$64.5K +621 +26%
GT
417
Greenleaf Trust
Michigan
$343K -$67K -645 -17%
P
418
&Partners
Tennessee
$340K +$15.5K +149 +5%
PF
419
Phoenix Financial
Israel
$336K -$22.4K -216 -7%
SI
420
Stephens Inc
Arkansas
$329K -$104 -1 -0%
PFS
421
Prospera Financial Services
Texas
$326K -$1.87K -18 -0.6%
CWM
422
Cordatus Wealth Management
Pennsylvania
$325K +$1.35K +13 +0.5%
PA
423
Profund Advisors
Maryland
$324K -$20.1K -194 -6%
AFG
424
Atomi Financial Group
New York
$318K +$65.8K +634 +29%
CGL
425
Clarius Group LLC
Washington
$316K – – –
15 16
17
18 19