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Sea Limited
SE

Name Holding Trade Value Shares
Change 		Change in
Stake
N
526
Natixis
France
$296K +$53.9K +513 +23%
EWA
527
EverSource Wealth Advisors
Alabama
$294K +$186K +1,774 +178%
JSAM
528
J. Safra Asset Management
New York
$293K +$3.89K +37 +1%
EI
529
Ethic Inc
New York
$289K +$287K +2,728 New
DAS
530
Diversify Advisory Services
Utah
$287K +$278K +2,647 New
AGC
531
Aspen Grove Capital
Colorado
$285K -$10.9K -104 -4%
IA
532
IFP Advisors
Florida
$276K -$54.1K -515 -17%
KWM
533
Kolinsky Wealth Management
New Jersey
$274K +$16.2K +154 +6%
BHPW
534
Beverly Hills Private Wealth
California
$274K +$272K +2,587 New
SIA
535
Sit Investment Associates
Minnesota
$268K – – –
YCG
536
Yeomans Consulting Group
Georgia
$266K +$263K +2,506 New
BAM
537
BOCHK Asset Management
Hong Kong
$265K +$63.1K +600 +32%
CA
538
Claro Advisors
Massachusetts
$264K +$262K +2,492 New
IAS
539
Insigneo Advisory Services
Florida
$263K -$2.84K -27 -1%
SWP
540
Stratos Wealth Partners
Ohio
$261K -$3.05K -29 -1%
IFG
541
Independent Financial Group
California
$259K -$112K -1,065 -30%
CFO
542
Callan Family Office
Pennsylvania
$254K +$251K +2,390 New
ALAM
543
Asahi Life Asset Management
Japan
$246K -$211K -2,006 -46%
SFG
544
Synergy Financial Group
California
$245K – – –
BF
545
Brucke Financial
Indiana
$242K +$209K +1,985 New
IWA
546
Icon Wealth Advisors
Texas
$241K -$2.63K -25 -1%
ECM
547
Evergreen Capital Management
Washington
$233K +$231K +2,199 New
MYAM
548
Meiji Yasuda Asset Management
Japan
$229K -$1.05K -10 -0.5%
IUHSA
549
Itau Unibanco Holding S.A.
Brazil
$228K – – –
WA
550
Whipplewood Advisors
Colorado
$221K +$218K +2,079 New
20 21
22
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