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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
601
Prasad Wealth Partners
Ohio
$1.01M +$1.07M +4,845 New
CIM
602
Contravisory Investment Management
Massachusetts
$1.01M +$386K +1,748 +57%
MPPW
603
Mitchell & Pahl Private Wealth
Oklahoma
$1.01M -$36.6K -166 -3%
IWC
604
Integrated Wealth Concepts
Massachusetts
$999K +$1.06M +4,781 New
AIM
605
Anchor Investment Management
South Carolina
$996K -$40.8K -185 -4%
CFG
606
Citizens Financial Group
Rhode Island
$989K +$256K +1,162 +33%
IC
607
Inscription Capital
Texas
$984K -$34.2K -155 -3%
CC
608
Chicago Capital
Illinois
$960K -$1.76K -8 -0.2%
GC
609
Guggenheim Capital
Illinois
$942K -$334K -1,514 -25%
IAN
610
Integrated Advisors Network
Texas
$938K -$8.16K -37 -0.8%
ONB
611
Old National Bancorp
Indiana
$936K -$17.9K -81 -2%
GCM
612
Graham Capital Management
Connecticut
$934K -$170K -772 -15%
BDS
613
Banco de Sabadell
Florida
$930K +$28.7K +130 +3%
CW
614
CreativeOne Wealth
Kansas
$925K +$693K +3,141 +244%
BP
615
Ballentine Partners
Massachusetts
$917K +$6.84K +31 +0.7%
OIA
616
OneDigital Investment Advisors
Kansas
$902K -$246K -1,116 -21%
HP
617
Haven Private
Florida
$901K +$34.2K +155 +4%
MC
618
Machina Capital
France
$899K -$525K -2,379 -36%
FWCM
619
Ferguson Wellman Capital Management
Oregon
$896K -$7.06K -32 -0.7%
CB
620
Cooke & Bieler
Pennsylvania
$890K – – –
KPWS
621
Kestra Private Wealth Services
Texas
$890K -$2.21K -10 -0.2%
RSWM
622
Robertson Stephens Wealth Management
California
$878K -$62.5K -283 -6%
LWL
623
Leo Wealth LLC
Texas
$871K +$919K +4,165 New
RS
624
R Squared
Hong Kong
$861K -$903K -4,092 -50%
GCM
625
Genus Capital Management
British Columbia, Canada
$856K -$9.49M -42,985 -91%
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