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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Weinberger Asset Management
California
$835K -$1.36K -27 -0.2%
CWM
352
Chemistry Wealth Management
New York
$827K -$65.4K -1,299 -8%
AC
353
Allstate Corporation
Illinois
$822K +$715K +14,214 New
IFWM
354
Institute for Wealth Management
Colorado
$820K -$22K -438 -3%
Jones Financial Companies
355
Jones Financial Companies
Missouri
$812K +$23.9K +475 +4%
SB
356
SIG Brokerage
New York
$797K +$693K +13,770 New
IMRF
357
Illinois Municipal Retirement Fund
Illinois
$796K
MG
358
Marex Group
$779K -$450K -8,951 -40%
MAWA
359
Moss Adams Wealth Advisors
Washington
$769K +$2.31K +46 +0.3%
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$766K -$43K -854 -6%
FF
361
Friedenthal Financial
New Jersey
$763K +$663K +13,183 New
CMF
362
Counterpoint Mutual Funds
California
$762K +$663K +13,177 New
SS
363
SBI Securities
Japan
$760K +$661K +13,132 New
AWM
364
Axxcess Wealth Management
California
$747K -$79K -1,570 -11%
Vontobel Holding
365
Vontobel Holding
Switzerland
$740K -$254K -5,054 -28%
MFG
366
Merit Financial Group
Georgia
$736K +$640K +12,728 New
WPC
367
Wedmont Private Capital
Pennsylvania
$723K -$10.8K -215 -2%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$716K +$623K +12,378 New
Corient Private Wealth
369
Corient Private Wealth
Florida
$709K -$61.4K -1,221 -9%
CCM
370
Chiron Capital Management
Florida
$700K -$60.4K -1,200 -9%
SC
371
Sepio Capital
Utah
$699K -$6.29K -125 -1%
JCM
372
JAT Capital Management
Connecticut
$695K -$30.6M -607,985 -98%
SAM
373
SP Asset Management
California
$691K -$80.5K -1,600 -12%
TCM
374
Thoma Capital Management
Maryland
$687K +$598K +11,881 New
CIBC World Market
375
CIBC World Market
Ontario, Canada
$685K -$129K -2,556 -18%