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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
AE Wealth Management
Kansas
$291K +$23.3K +419 +8%
SCA
402
Summit Creek Advisors
Minnesota
$291K +$2.95K +53 +0.9%
S
403
Seeyond
France
$289K -$226K -4,051 -41%
BTWM
404
Baker Tilly Wealth Management
Wisconsin
$289K -$55.6K -998 -15%
PP
405
PDT Partners
New York
$288K -$5.85K -105 -2%
MC
406
Maverick Capital
Texas
$288K +$317K +5,695 New
IC
407
IEQ Capital
California
$284K -$435K -7,813 -58%
NWMG
408
National Wealth Management Group
Ohio
$284K -$6.51K -117 -2%
IUHSA
409
Itau Unibanco Holding S.A.
Brazil
$265K +$224K +4,018 +326%
JMPWA
410
JP Morgan Private Wealth Advisors
California
$265K -$217K -3,894 -43%
GTCM
411
Gyon Technologies Capital Management
New Jersey
$265K +$292K +5,238 New
V
412
Veritable
Delaware
$263K -$276K -4,965 -49%
AAS
413
Avantax Advisory Services
Texas
$262K +$10K +180 +4%
TMAM
414
Tokio Marine Asset Management
Japan
$260K +$40.7K +731 +17%
SW
415
SVB Wealth
Massachusetts
$260K -$79.7K -1,432 -22%
KC
416
Kepos Capital
New York
$260K -$8.85K -159 -3%
YIH
417
Y-Intercept (HK)
Hong Kong
$259K -$935K -16,792 -77%
AWS
418
Atria Wealth Solutions
New York
$255K +$281K +5,047 New
ATC
419
Argent Trust Co
Tennessee
$253K – – –
OCBCO
420
Oversea-Chinese Banking Corp (OCBC)
Singapore
$242K +$266K +4,778 New
AWAU
421
Alliance Wealth Advisors (Utah)
Utah
$241K +$265K +4,767 New
GLA
422
Great Lakes Advisors
Illinois
$240K +$265K +4,753 New
FC
423
FORA Capital
Florida
$239K +$263K +4,731 New
YIA
424
YHB Investment Advisors
Connecticut
$236K – – –
RB
425
Rodgers Brothers
Pennsylvania
$235K – – –
15 16
17
18 19