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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$826K +$721K +5,913 +8,570%
LFG
377
Larson Financial Group
Missouri
$814K +$585K +4,794 +437%
AFG
378
Atomi Financial Group
New York
$807K +$131K +1,075 +23%
HIP
379
HUB Investment Partners
Texas
$807K +$177K +1,447 +33%
IIM
380
INTECH Investment Management
Florida
$800K +$707K +5,794 New
BAAM
381
Baker Avenue Asset Management
California
$794K +$171K +1,401 +32%
CIA
382
Concurrent Investment Advisors
Florida
$782K -$120K -981 -15%
GCM
383
Graham Capital Management
Connecticut
$781K -$1.45M -11,870 -68%
US Bancorp
384
US Bancorp
Minnesota
$771K +$250K +2,051 +58%
VT
385
Vise Technologies
New York
$766K +$390K +3,201 +136%
GIP
386
Greatmark Investment Partners
Georgia
$760K – – –
CAM
387
CenterStar Asset Management
Illinois
$760K +$671K +5,500 New
AA
388
ALPS Advisors
Colorado
$757K +$9.76K +80 +1%
1CP
389
17 Capital Partners
Arizona
$753K +$665K +5,450 New
EWM
390
Empirical Wealth Management
Washington
$752K +$200K +1,636 +43%
EI
391
EFG International
$747K +$631K +5,173 +2,211%
MG
392
Marex Group
$740K -$260K -2,129 -28%
LSA
393
Leonteq Securities AG
Switzerland
$716K -$128K -1,052 -17%
OF
394
Optimize Financial
California
$715K -$2.2K -18 -0.3%
SCS
395
Sound Capital Solutions
Florida
$715K +$631K +5,174 New
AU
396
AlphaGrep UK
$710K -$35.7K -293 -5%
BJL
397
Brighton Jones LLC
Washington
$709K -$323K -2,651 -34%
GIA
398
Gateway Investment Advisers
Ohio
$701K +$205K +1,680 +50%
KC
399
Katamaran Capital
United Kingdom
$695K -$5.8M -47,516 -90%
CCAM
400
Capelight Capital Asset Management
New York
$691K -$4.27M -35,000 -88%