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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
851
Crestwood Advisors Group
Massachusetts
$322K -$82.1K -1,805 -19%
HIIFS
852
Harel Insurance Investments & Financial Services
Israel
$320K +$216K +4,742 +178%
AG
853
AlTi Global
New York
$319K -$208K -4,565 -38%
WC
854
Whitney & Co
New York
$317K -$252K -5,550 -43%
EAN
855
Excelsior Advisor Network
Colorado
$317K +$334K +7,345 New
S
856
SignatureFD
Georgia
$314K -$138K -3,044 -29%
DCM
857
Davis Capital Management
Florida
$314K -$82.7K -1,819 -20%
TI
858
Trexquant Investment
Connecticut
$313K +$330K +7,253 New
VCM
859
Versant Capital Management
Arizona
$313K +$35.3K +775 +12%
NG
860
NWK Group
California
$312K +$329K +7,233 New
PCA
861
Pallas Capital Advisors
Massachusetts
$312K -$425K -9,348 -56%
BCA
862
Bay Colony Advisors
Massachusetts
$312K +$329K +7,229 New
OL
863
Optas LLC
Texas
$312K +$35.3K +777 +12%
AssetMark Inc
864
AssetMark Inc
California
$310K -$182K -4,004 -36%
LTAS
865
Linden Thomas Advisory Services
North Carolina
$310K -$3.05K -67 -0.9%
CP
866
CenterBook Partners
Connecticut
$308K +$324K +7,130 New
RSWM
867
Robertson Stephens Wealth Management
California
$305K -$21.5K -472 -6%
PIA
868
Perennial Investment Advisors
California
$305K -$80K -1,759 -20%
EGM
869
Engineers Gate Manager
New York
$304K -$204K -4,476 -39%
TPWA
870
TRUE Private Wealth Advisors
Oregon
$303K – – –
WKSWA
871
White Knight Strategic Wealth Advisors
New Jersey
$303K +$23.4K +515 +8%
ACM
872
Aster Capital Management
United Arab Emirates
$302K +$318K +6,989 +698,900%
ACA
873
Aptus Capital Advisors
Alabama
$300K +$3.77K +83 +1%
Envestnet Portfolio Solutions
874
Envestnet Portfolio Solutions
Illinois
$300K -$445K -9,788 -58%
BCWM
875
Bartlett & Co Wealth Management
Ohio
$300K -$30.2K -665 -9%