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Name Holding Trade Value Shares
Change 		Change in
Stake
GL
701
Graypoint LLC
New York
$579K +$52.9K +395 +9%
CMTU
702
Capital Markets Trading (UK)
United Kingdom
$574K -$186K -1,387 -22%
S
703
SignatureFD
Georgia
$574K +$64.7K +483 +11%
TCBWMS
704
Texas Capital Bank Wealth Management Services
Texas
$573K +$642K +4,795 New
DA
705
Doliver Advisors
Texas
$557K -$41.5K -310 -6%
SRL
706
Scientech Research LLC
New Jersey
$551K +$618K +4,610 New
NCM
707
Nelson Capital Management
California
$550K -$299K -2,231 -33%
RCA
708
Roberts Capital Advisors
Colorado
$540K +$606K +4,521 New
UIM
709
Unified Investment Management
Georgia
$539K – – –
FRA
710
Frank Rimerman Advisors
California
$534K +$28.8K +215 +5%
OAM
711
Ostrum Asset Management
France
$534K -$15.9K -119 -3%
BCM
712
Blume Capital Management
California
$533K -$2.41K -18 -0.4%
TPWA
713
TRUE Private Wealth Advisors
Oregon
$530K +$3.08K +23 +0.5%
DWT
714
Dorsey & Whitney Trust
South Dakota
$524K +$285K +2,126 +94%
CCM
715
CAAS Capital Management
New York
$520K +$583K +4,350 New
CI
716
Cigna Investments
Connecticut
$519K -$18.4K -137 -3%
ECM
717
Evergreen Capital Management
Washington
$518K +$154K +1,147 +36%
BFM
718
Boothbay Fund Management
New York
$516K +$578K +4,316 New
EH
719
Equitable Holdings
New York
$513K -$821K -6,128 -59%
CCM
720
Cohen Capital Management
California
$511K – – –
AWA
721
Aaron Wealth Advisors
Illinois
$511K +$37.6K +281 +7%
NFSG
722
Newbridge Financial Services Group
Florida
$504K -$116K -865 -17%
QWM
723
Quadcap Wealth Management
Texas
$500K +$130K +968 +30%
LC
724
Lindbrook Capital
California
$499K -$183K -1,367 -25%
CG
725
Cynosure Group
Utah
$497K – – –
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29
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