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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
301
Chicago Partners Investment Group
Illinois
$568K +$201K +2,181 +61%
M&T Bank
302
M&T Bank
New York
$559K -$37.6K -408 -7%
OWM
303
Opes Wealth Management
California
$554K
SOW
304
State of Wyoming
Wyoming
$551K -$456K -4,947 -47%
GIP
305
Greatmark Investment Partners
Georgia
$551K
SW
306
SteelPeak Wealth
California
$547K -$1.66K -18 -0.3%
LWA
307
Ledgewood Wealth Advisors
New Hampshire
$545K
CP
308
CenterBook Partners
Connecticut
$537K +$494K +5,360 New
IC
309
Inscription Capital
Texas
$532K +$222K +2,405 +83%
Neuberger Berman Group
310
Neuberger Berman Group
New York
$524K -$8.39K -91 -2%
BCM
311
Bayesian Capital Management
New York
$524K +$483K +5,237 New
BC
312
Bayforest Capital
United Kingdom
$514K -$118K -1,280 -20%
Wellington Management Group
313
Wellington Management Group
Massachusetts
$509K -$167K -1,811 -26%
Credit Agricole
314
Credit Agricole
France
$503K +$463K +5,023 New
Wealthfront Advisers
315
Wealthfront Advisers
California
$499K -$153K -1,662 -25%
CW
316
CreativeOne Wealth
Kansas
$494K +$455K +4,930 New
LAM
317
LECAP Asset Management
United Kingdom
$491K +$11.4K +124 +3%
DO
318
denkapparat Operations
Germany
$489K
FWM
319
Focused Wealth Management
New York
$475K -$97.9K -1,062 -18%
AWA
320
Aaron Wealth Advisors
Illinois
$471K +$162K +1,754 +59%
GIM
321
Generali Investments Management
Slovenia
$470K +$433K +4,698 New
SFA
322
Sequoia Financial Advisors
Ohio
$467K +$95.1K +1,031 +28%
VIM
323
Vinva Investment Management
Australia
$465K -$42.4K -460 -13%
Vontobel Holding
324
Vontobel Holding
Switzerland
$464K -$105K -1,142 -20%
CL
325
Choreo LLC
Illinois
$464K -$28.6K -310 -6%