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Name Holding Trade Value Shares
Change
Change in
Stake
IC
326
Iconiq Capital
California
$478K -$80.4K -2,004 -15%
TPW
327
Transatlantique Private Wealth
New York
$472K
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$468K -$8.67K -216 -2%
HS
329
HighVista Strategies
Massachusetts
$460K +$16.1K +400 +4%
IFWM
330
Institute for Wealth Management
Colorado
$433K
JCM
331
J2 Capital Management
Michigan
$431K +$421K +10,489 New
RWMG
332
Redwood Wealth Management Group
New Jersey
$427K -$803 -20 -0.2%
IFG
333
Independent Financial Group
California
$425K -$16.1K -400 -4%
DWA
334
Douglass Winthrop Advisors
New York
$423K -$12.8K -320 -3%
SFFS
335
Stonehage Fleming Financial Services
Jersey
$420K +$410K +10,220 New
KWMG
336
King Wealth Management Group
Florida
$420K
SFA
337
Sequoia Financial Advisors
Ohio
$412K -$6.78K -169 -2%
AWS
338
Atria Wealth Solutions
New York
$411K +$7.03K +175 +2%
AI
339
Atria Investments
North Carolina
$410K +$56K +1,395 +16%
BCM
340
Barometer Capital Management
Ontario, Canada
$399K +$108K +2,700 +37%
RS
341
Rakuten Securities
Japan
$394K +$137K +3,406 +55%
AM
342
AGF Management
Ontario, Canada
$382K +$373K +9,287 New
MIFH
343
Migdal Insurance & Financial Holdings
Israel
$379K
TFA
344
Toth Financial Advisory
Virginia
$378K +$369K +9,200 New
MIH
345
Meitav Investment House
Israel
$375K
SWM
346
Spire Wealth Management
Virginia
$369K +$316K +7,871 +707%
RA
347
RFG Advisory
Alabama
$361K +$352K +8,779 New
IWC
348
Integrated Wealth Concepts
Massachusetts
$361K -$10.9K -271 -3%
Sumitomo Mitsui Trust Group
349
Sumitomo Mitsui Trust Group
Japan
$360K -$43.8K -1,092 -11%
DOA
350
D'Orazio & Associates
Virginia
$357K +$97.3K +2,425 +39%