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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
576
Corient Capital Partners
California
$760K -$195K -1,224 -22%
SDWIA
577
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$759K +$41.6K +261 +6%
IWC
578
Integrated Wealth Concepts
Massachusetts
$759K +$60.4K +379 +9%
SC
579
Sepio Capital
Utah
$758K +$38.7K +243 +6%
SFA
580
Souders Financial Advisors
Ohio
$754K +$14.2K +89 +2%
BIA
581
Benchmark Investment Advisors
Illinois
$748K +$31.1K +195 +5%
ARG
582
Advisory Resource Group
Oklahoma
$743K -$1.43K -9 -0.2%
GC
583
Grimes & Company
Massachusetts
$738K +$339K +2,130 +98%
OPW
584
Oxler Private Wealth
New York
$724K -$16.4K -103 -2%
OMC
585
Old Mission Capital
Illinois
$722K +$669K +4,202 New
FFM
586
Forum Financial Management
Illinois
$720K -$84.4K -530 -11%
CFG
587
Citizens Financial Group
Rhode Island
$718K +$956 +6 +0.1%
SFI
588
Siemens Fonds Invest
Germany
$714K +$45.1K +283 +7%
PCA
589
Personal Capital Advisors
California
$712K -$194K -1,217 -23%
RA
590
Resolute Advisors
California
$708K -$47.8K -300 -7%
WIA
591
World Investment Advisors
California
$706K -$19K -119 -3%
MYIA
592
Mount Yale Investment Advisors
Colorado
$706K +$395K +2,477 +152%
QI
593
Qtron Investments
Massachusetts
$698K +$647K +4,061 New
MIP
594
Marietta Investment Partners
Wisconsin
$696K +$178K +1,120 +38%
NCGI
595
Next Century Growth Investors
Minnesota
$695K -$1.84M -11,552 -74%
BOC
596
Barbara Oil Co
Illinois
$694K – – –
IAN
597
Integrated Advisors Network
Texas
$690K +$445K +2,793 +228%
PGH
598
Partners Group Holding
Switzerland
$688K +$151K +946 +31%
VFPW
599
Vantage Financial Partners (Wisconsin)
Wisconsin
$687K +$637K +4,000 New
PFO
600
Pathstone Family Office
New Jersey
$678K +$122K +763 +24%
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