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Name Holding Trade Value Shares
Change
Change in
Stake
BA
301
Bridgewater Advisors
New York
$515K +$5.67K +153 +1%
EI
302
Ethic Inc
New York
$506K +$32.1K +867 +7%
TWM
303
Tradition Wealth Management
Minnesota
$505K -$81.1K -2,187 -15%
GT
304
Greenleaf Trust
Michigan
$496K +$482 +13 +0.1%
VAS
305
Vestmark Advisory Solutions
Massachusetts
$489K +$453K +12,224 New
DTL
306
Dynamic Technology Lab
Singapore
$484K +$448K +12,089 New
WP
307
Woodline Partners
California
$481K -$295K -7,959 -40%
Envestnet Asset Management
308
Envestnet Asset Management
Illinois
$476K +$75.2K +2,028 +21%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$475K
SI
310
Stephens Inc
Arkansas
$474K +$17.5K +471 +4%
ECM
311
Everence Capital Management
Indiana
$472K
FCH
312
Freestone Capital Holdings
Washington
$467K -$49.1K -1,323 -10%
Focus Partners Wealth
313
Focus Partners Wealth
Massachusetts
$454K +$107K +2,890 +34%
QCM
314
QRG Capital Management
Illinois
$448K -$67.1K -1,809 -14%
BFF
315
Byrne Financial Freedom
Massachusetts
$444K -$661K -17,821 -62%
FFM
316
Forum Financial Management
Illinois
$444K +$18.2K +492 +5%
CFO
317
Callan Family Office
Pennsylvania
$443K -$56.7K -1,529 -12%
Corient Private Wealth
318
Corient Private Wealth
Florida
$434K +$402K +10,836 New
BC
319
Bayforest Capital
United Kingdom
$430K +$397K +10,706 +42,824%
FC
320
FORA Capital
Florida
$430K +$398K +10,729 New
AAM
321
Alphadyne Asset Management
New York
$427K +$396K +10,673 New
OAM
322
Oppenheimer Asset Management
New York
$423K +$392K +10,572 New
MG
323
Marex Group
$421K -$41K -1,107 -10%
CL
324
Choreo LLC
Illinois
$421K +$80.2K +2,163 +26%
1WA
325
180 Wealth Advisors
Washington
$418K -$56K -1,511 -13%