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Name Holding Trade Value Shares
Change
Change in
Stake
CPCPP
601
Canada Post Corporation Pension Plan
Canada
$714K
Envestnet Portfolio Solutions
602
Envestnet Portfolio Solutions
Illinois
$714K +$368 +2 +0.1%
I
603
InceptionR
California
$705K -$1.36M -7,400 -66%
GT
604
Greenleaf Trust
Michigan
$700K +$3.68K +20 +0.5%
EDRH
605
Edmond de Rothschild Holding
Switzerland
$696K +$92K +500 +16%
WTC
606
WhitTier Trust Company
Nevada
$695K
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
$694K +$680K +3,694 New
DTL
608
Dynamic Technology Lab
Singapore
$681K +$666K +3,620 New
TE
609
Tema ETFs
New York
$679K +$665K +3,612 New
KCP
610
Kera Capital Partners
California
$673K +$659K +3,579 New
BPA
611
Beacon Pointe Advisors
California
$669K +$312K +1,695 +91%
HSA
612
HBK Sorce Advisory
Pennsylvania
$656K -$301K -1,637 -32%
CA
613
Continuum Advisory
Idaho
$655K +$62.9K +342 +11%
IFS
614
Ifrah Financial Services
Arkansas
$647K -$2.94K -16 -0.5%
WPC
615
Wedmont Private Capital
Pennsylvania
$639K -$57.6K -313 -8%
CPA
616
Cardiff Park Advisors
California
$635K
CWM
617
Connecticut Wealth Management
Connecticut
$624K
AC
618
AXQ Capital
New Jersey
$622K -$1.68M -9,110 -73%
CFB
619
Cullen/Frost Bankers
Texas
$619K -$3.68K -20 -0.6%
UB
620
UMB Bank
Missouri
$618K +$25.6K +139 +4%
SI
621
Sapience Investments
California
$613K -$1.1K -6 -0.2%
PCG
622
Prosperity Consulting Group
Maryland
$612K +$31.6K +172 +6%
O
623
Ossiam
France
$609K -$368K -1,998 -38%
UWS
624
Unique Wealth Strategies
Illinois
$604K +$591K +3,212 New
FT
625
Fiduciary Trust
Massachusetts
$598K +$33.1K +180 +6%