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Name Holding Trade Value Shares
Change
Change in
Stake
KI
451
Kapitalo Investimentos
Brazil
$304K +$314K +4,403 New
WAAG
452
Wealth Alliance Advisory Group
Kansas
$304K -$1.43K -20 -0.5%
Jones Financial Companies
453
Jones Financial Companies
Missouri
$297K +$7.41K +104 +2%
OAM
454
Oxford Asset Management
United Kingdom
$289K +$298K +4,182 New
UBP
455
Union Bancaire Privee
Switzerland
$279K +$321K +4,500 New
NSEDCP
456
NJ State Employees Deferred Compensation Plan
New Jersey
$276K
GM
457
GeoWealth Management
Illinois
$275K +$222K +3,118 +361%
BCP
458
Blackhawk Capital Partners
Wisconsin
$274K -$60.7K -852 -18%
CI
459
CX Institutional
Indiana
$270K +$38.1K +535 +16%
CCM
460
Coldstream Capital Management
Washington
$269K -$28.1K -395 -9%
ECM
461
Everence Capital Management
Indiana
$265K +$273K +3,830 New
TC
462
TwinBeech Capital
New York
$265K +$273K +3,836 New
Walleye Trading
463
Walleye Trading
New York
$261K +$270K +3,785 New
CPIG
464
Chicago Partners Investment Group
Illinois
$259K +$252K +3,542 New
CA
465
Claro Advisors
Massachusetts
$255K +$264K +3,698 New
GCM
466
Graham Capital Management
Connecticut
$254K +$262K +3,673 New
FFP
467
FourThought Financial Partners
Florida
$253K +$262K +3,670 New
PFS
468
Prospera Financial Services
Texas
$252K -$10.2K -143 -4%
VSQM
469
V-Square Quantitative Management
Illinois
$251K -$23K -323 -8%
CPA
470
Capital Performance Advisors
California
$250K +$209K +2,935 +428%
OF
471
Optimize Financial
California
$248K +$256K +3,590 New
FFM
472
Forum Financial Management
Illinois
$247K +$5.34K +75 +2%
WWM
473
Whalen Wealth Management
Nevada
$245K +$253K +3,551 New
XT
474
XTX Topco
Cayman Islands
$241K -$1.32M -18,566 -84%
BAM
475
Belpointe Asset Management
Nevada
$238K -$1.43K -20 -0.5%