| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
| Name | Title | City, State | Date |
|---|---|---|---|
| Brian J. Malizia | President | Rolling Hills, Illinois | 26 Feb 2025 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| GeoWealth Management, LLC | $2,712,843,659 | Chicago, IL | 028-16841 |