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Sera Prognostics

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$15.2M
WCA
2
Whetstone Capital Advisors
Kansas
$10.1M +$8.99M +3,632,371 New
Aberdeen Group
3
Aberdeen Group
United Kingdom
$6.17M +$2.44M +987,367 +80%
VC
4
Vivo Capital
California
$4.57M
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.22M -$278K -112,180 -9%
AIC
6
AWM Investment Company
New York
$1.89M -$460K -185,906 -21%
Citadel Advisors
7
Citadel Advisors
Florida
$1.74M +$3.96K +1,600 +0.3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$1.67M +$248K +100,366 +20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$838K -$821K -331,842 -52%
SMH
10
Sanders Morris Harris
Texas
$730K +$419K +169,400 +180%
Millennium Management
11
Millennium Management
New York
$511K +$403K +163,014 +756%
BlackRock
12
BlackRock
New York
$402K -$3.45M -1,392,780 -91%
PCM
13
Perkins Capital Management
Minnesota
$363K -$47K -19,000 -13%
State Street
14
State Street
Massachusetts
$337K -$868K -350,701 -74%
Corient Private Wealth
15
Corient Private Wealth
Florida
$277K +$105K +42,500 +74%
Northern Trust
16
Northern Trust
Illinois
$254K -$429K -173,307 -65%
Morgan Stanley
17
Morgan Stanley
New York
$253K +$22.4K +9,055 +11%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$247K +$968 +391 +0.4%
Squarepoint
19
Squarepoint
New York
$237K +$130K +52,701 +161%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$218K +$195K +78,855 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$213K -$146K -58,825 -43%
PWM
22
Perigon Wealth Management
California
$201K
YIH
23
Y-Intercept (HK)
Hong Kong
$188K +$168K +67,692 New
GCP
24
GSA Capital Partners
United Kingdom
$173K +$86.8K +35,079 +128%
RCM
25
Requisite Capital Management
Texas
$154K