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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