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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$728K -$330K -11,191 -28%
LNWTC
202
Laird Norton Wetherby Trust Company
Washington
$728K -$112K -3,793 -12%
OCBCO
203
Oversea-Chinese Banking Corp (OCBC)
Singapore
$722K -$946K -32,108 -53%
Aberdeen Group
204
Aberdeen Group
United Kingdom
$719K -$176K -5,974 -17%
CG
205
Caprock Group
Idaho
$711K -$37K -1,255 -4%
APWM
206
Argonautica Private Wealth Management
Massachusetts
$693K +$802K +27,211 New
CFO
207
Callan Family Office
Pennsylvania
$680K +$241K +8,190 +44%
M
208
MATAURO
New York
$661K +$54.2K +1,841 +8%
XT
209
XTX Topco
Cayman Islands
$651K +$269K +9,115 +55%
1WA
210
180 Wealth Advisors
Washington
$639K +$117K +3,984 +19%
PCM
211
Prelude Capital Management
New York
$621K +$1.03K +35 +0.1%
EPW
212
Elevated Private Wealth
Wisconsin
$603K +$697K +23,646 New
PS
213
Principal Securities
Iowa
$593K +$685K +23,258 New
Mariner
214
Mariner
Kansas
$585K -$38.8K -1,317 -5%
SB
215
SIG Brokerage
New York
$572K -$243K -8,252 -27%
CIAM
216
Caitong International Asset Management
Hong Kong
$567K +$656K +22,256 New
GWM
217
GK Wealth Management
Nevada
$564K +$652K +22,118 New
PAM
218
Panagora Asset Management
Massachusetts
$557K
WAG
219
Wallace Advisory Group
California
$541K +$5.33K +181 +0.9%
Cerity Partners
220
Cerity Partners
New York
$523K -$32.3K -1,097 -5%
NAS
221
Nykredit A/S
Denmark
$518K +$599K +20,345 New
BCM
222
Bayesian Capital Management
New York
$515K +$595K +20,200 New
Squarepoint
223
Squarepoint
New York
$513K -$354 -12 -0.1%
Focus Partners Wealth
224
Focus Partners Wealth
Massachusetts
$486K -$17.7K -600 -3%
AWA
225
Aaron Wealth Advisors
Illinois
$484K -$155K -5,277 -22%