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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
526
Sage Mountain Advisors
Georgia
$798K +$3.63K +31 +0.5%
API
527
Advisor Partners II
California
$794K +$358K +3,063 +98%
ECG
528
Edge Capital Group
Georgia
$784K -$17.3K -148 -2%
LCM
529
Laurion Capital Management
New York
$784K +$715K +6,117 New
MF
530
Montis Financial
Massachusetts
$777K +$709K +6,060 New
MAS
531
Meeder Advisory Services
Ohio
$775K +$69.8K +597 +11%
NIP
532
Nicholas Investment Partners
California
$766K -$1.99M -17,027 -74%
EH
533
Equitable Holdings
New York
$756K +$306K +2,616 +80%
PI
534
PEAK6 Investments
Illinois
$754K +$337K +2,881 +96%
PCWA
535
Pacific Capital Wealth Advisors
California
$751K – – –
SF
536
Synovus Financial
Georgia
$743K -$72K -616 -10%
DWM
537
Dorchester Wealth Management
Quebec, Canada
$739K -$60.8K -520 -8%
SFG
538
Synergy Financial Group
California
$735K +$124K +1,063 +23%
FANJ
539
Financial Architects (New Jersey)
New Jersey
$732K +$37.9K +324 +6%
SPC
540
Sigma Planning Corp
Michigan
$713K -$302K -2,585 -32%
KFGK
541
Keystone Financial Group (Kentucky)
Kentucky
$711K +$648K +5,544 New
ET
542
Equitable Trust
Tennessee
$701K -$103K -883 -14%
NB
543
Norinchukin Bank
Japan
$696K -$4.8K -41 -0.7%
FMAEN1
544
Fund Management at Engine No 1
California
$688K +$63.2K +540 +11%
CWM
545
Compass Wealth Management
Connecticut
$687K +$53.7K +459 +9%
VBFG
546
Vishria Bird Financial Group
Tennessee
$674K – – –
CCM
547
Campbell Capital Management
Florida
$673K +$614K +5,250 New
O
548
Ossiam
France
$671K +$180K +1,542 +42%
CG
549
Cutler Group
California
$665K -$1.27M -10,881 -68%
BTI
550
Blue Trust Inc
Georgia
$659K -$6.32K -54 -1%
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