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SSII

SS Innovations International

Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$393K +$505K +66,759 New
FFM
2
Forum Financial Management
Illinois
$344K +$442K +58,469 New
UBS Group
3
UBS Group
Switzerland
$302K +$387K +51,189 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$122K +$157K +20,786 New
AG
5
AlTi Global
New York
$121K +$155K +20,555 New
Mariner
6
Mariner
Kansas
$87.4K +$112K +14,840 New
GRP
7
Global Retirement Partners
California
$29.5K +$37.8K +5,001 New
Morgan Stanley
8
Morgan Stanley
New York
$17.7K +$22.7K +3,000 New
Bank of America
9
Bank of America
North Carolina
$9.77K +$12.5K +1,659 New
SPIA
10
Steward Partners Investment Advisory
New York
$6.48K +$8.32K +1,100 New
Wells Fargo
11
Wells Fargo
California
$1.53K +$1.97K +260 New
Raymond James Financial
12
Raymond James Financial
Florida
$589 +$756 +100 New
TCM
13
Tradewinds Capital Management
Washington
$107 +$136 +18 New
Osaic Holdings
14
Osaic Holdings
Arizona
$58 +$76 +10 New