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Certara

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Bellevue Asset Management
Washington
$1.81K
CTWM
202
Cherry Tree Wealth Management
Minnesota
$1.79K
First Manhattan
203
First Manhattan
New York
$1.79K
SWS
204
SYSTM Wealth Solutions
Illinois
$1.72K
BCMLT
205
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K +$1.48K +86 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$1.5K
A
207
AlphaQuest
New York
$1.48K +$1.43K +83 New
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.43K
TFA
209
Toth Financial Advisory
Virginia
$1.34K +$1.29K +75 New
AW
210
Avion Wealth
Texas
$1K +$466 +27 New
UB
211
UMB Bank
Missouri
$769 +$742 +43 New
S
212
Sachetta
Massachusetts
$528
JWA
213
JFS Wealth Advisors
Pennsylvania
$430
Allspring Global Investments
214
Allspring Global Investments
North Carolina
$357
AWM
215
Abound Wealth Management
Tennessee
$269
SIC
216
SJS Investment Consulting
Ohio
$179 +$52 +3 +43%
AF
217
Allworth Financial
California
$161
DPW
218
DiNuzzo Private Wealth
Pennsylvania
$90
EDRH
219
Edmond de Rothschild Holding
Switzerland
-$13.5M -769,300 Closed
AP
220
Advisors Preferred
Maryland
-$2.42M -139,395 Closed
Marshall Wace
221
Marshall Wace
United Kingdom
-$761K -43,238 Closed
JF
222
Jump Financial
Illinois
-$437K -24,830 Closed
Vontobel Holding
223
Vontobel Holding
Switzerland
-$409K -23,264 Closed
YC
224
Yarbrough Capital
Tennessee
-$228K -12,954 Closed
NP
225
NorthRock Partners
Minnesota
-$212K -12,030 Closed