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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$299K -$7.06K -300 -2%
AR
302
Advisory Research
Illinois
$295K -$94.3K -4,010 -24%
NW
303
NewEdge Wealth
Pennsylvania
$293K -$44K -1,869 -13%
VAS
304
Vestmark Advisory Solutions
Massachusetts
$293K -$44.2K -1,881 -13%
O
305
Ossiam
France
$290K +$301K +12,792 New
PAM
306
Pinpoint Asset Management
Hong Kong
$289K -$28.9K -1,230 -9%
ALAM
307
Asahi Life Asset Management
Japan
$287K +$159K +6,780 +116%
SC
308
Savant Capital
Illinois
$285K
MTCM
309
Mint Tower Capital Management
Netherlands
$283K +$294K +12,500 New
XT
310
XTX Topco
Cayman Islands
$278K +$288K +12,254 New
DWT
311
Dorsey & Whitney Trust
South Dakota
$272K -$776 -33 -0.3%
MPI
312
Mairs & Power Inc
Minnesota
$272K
DC
313
Davenport & Co
Virginia
$272K -$565K -24,040 -67%
Belvedere Trading
314
Belvedere Trading
Illinois
$269K +$57.6K +2,450 +26%
DWM
315
Dorchester Wealth Management
Quebec, Canada
$263K +$273K +11,601 New
API
316
Advisor Partners II
California
$262K +$53.6K +2,278 +25%
EFS
317
Essex Financial Services
Connecticut
$261K
SI
318
Stephens Inc
Arkansas
$258K -$1.29K -55 -0.5%
Creative Planning
319
Creative Planning
Kansas
$250K +$37.9K +1,613 +17%
LIM
320
Lingotto Investment Management
United Kingdom
$245K -$27.9M -1,187,140 -18%
FT
321
Fiduciary Trust
Massachusetts
$244K +$43.6K +1,855 +21%
AWS
322
Atria Wealth Solutions
New York
$243K +$17.3K +735 +7%
PFM
323
Privium Fund Management
Netherlands
$239K +$16.2K +687 +7%
CWM
324
Circle Wealth Management
New Jersey
$238K
TIM
325
Thompson Investment Management
Wisconsin
$236K