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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$304K +$197K +38,692 +124%
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$290K +$44.5K +8,746 +15%
RWMG
128
Redwood Wealth Management Group
New Jersey
$290K +$74.5K +14,640 +28%
APW
129
Axim Planning & Wealth
Ohio
$287K -$74.5K -14,632 -18%
Man Group
130
Man Group
United Kingdom
$279K -$14.6M -2,876,945 -98%
SMH
131
Sanders Morris Harris
Texas
$270K +$306K +60,200 New
CAM
132
Cresset Asset Management
Illinois
$262K -$159K -31,161 -34%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$255K -$142K -27,808 -32%
Calamos Advisors
134
Calamos Advisors
Illinois
$245K
VA
135
Vident Advisory
Georgia
$235K +$104K +20,349 +61%
Vanguard Personalized Indexing Management
136
Vanguard Personalized Indexing Management
California
$230K +$14.9K +2,926 +6%
OC
137
Oppenheimer & Co
New York
$228K -$131K -25,729 -33%
CF
138
Cantor Fitzgerald
New York
$217K +$187K +36,774 +281%
AWS
139
Atria Wealth Solutions
New York
$215K -$50.2K -9,858 -17%
JSSH
140
J. Safra Sarasin Holding
$214K +$163K +32,000 +187%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$211K -$107K -21,016 -30%
OCBCO
142
Oversea-Chinese Banking Corp (OCBC)
Singapore
$204K +$232K +45,610 New
GAA
143
Green Alpha Advisors
Colorado
$202K -$138K -27,118 -37%
SA
144
Sanctuary Advisors
Indiana
$195K -$198K -38,962 -47%
IWC
145
Integrated Wealth Concepts
Massachusetts
$193K -$29.9K -5,877 -12%
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$179K +$46.9K +9,222 +29%
TWP
147
Tempus Wealth Planning
California
$173K +$202K +39,767 New
CGH
148
Crossmark Global Holdings
Texas
$172K +$305 +60 +0.2%
GC
149
Guggenheim Capital
Illinois
$170K +$32.5K +6,395 +20%
Credit Agricole
150
Credit Agricole
France
$169K +$159K +31,235 +415%