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Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
StoneX Group
New York
$957K +$983K +18,618 New
NW
52
NewEdge Wealth
Pennsylvania
$905K -$9.19K -174 -1%
VAS
53
Vestmark Advisory Solutions
Massachusetts
$894K +$10.9K +207 +1%
GCM
54
Graham Capital Management
Connecticut
$872K +$896K +16,967 New
UBS Group
55
UBS Group
Switzerland
$831K +$102K +1,936 +14%
CI
56
Ceera Investments
Texas
$825K +$196K +3,705 +30%
JP Morgan Chase
57
JP Morgan Chase
New York
$808K +$539K +10,197 +184%
Vanguard Personalized Indexing Management
58
Vanguard Personalized Indexing Management
California
$806K -$2.43K -46 -0.3%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$683K +$44.9K +851 +7%
M&T Bank
60
M&T Bank
New York
$642K +$12K +228 +2%
ACM
61
Aquatic Capital Management
Illinois
$641K +$389K +7,362 +144%
Cerity Partners
62
Cerity Partners
New York
$607K -$88.4K -1,674 -12%
CFO
63
Callan Family Office
Pennsylvania
$569K +$584K +11,061 New
S
64
SignatureFD
Georgia
$536K +$45.4K +860 +9%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$533K -$33.2K -629 -6%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$526K +$13.2K +249 +2%
Corient Private Wealth
67
Corient Private Wealth
Florida
$524K -$39K -739 -7%
LWAM
68
Legacy Wealth Asset Management
Minnesota
$521K -$4.33K -82 -0.8%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$500K -$16.8K -319 -3%
HPM
70
Hudson Portfolio Management
New York
$457K
IRC
71
Investors Research Corp
Georgia
$446K -$14.5K -275 -3%
BFG
72
Beacon Financial Group
Texas
$414K +$7.71K +146 +2%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$414K -$7.76K -147 -2%
MWM
74
Mission Wealth Management
California
$405K -$54.6K -1,034 -12%
IB
75
Intrust Bank
Kansas
$389K +$138K +2,605 +52%