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Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$691K +$275K +1,408 +61%
CSA
252
Cottage Street Advisors
Massachusetts
$687K -$29.3K -150 -4%
IWC
253
Integrated Wealth Concepts
Massachusetts
$676K +$300K +1,533 +73%
PCA
254
Pallas Capital Advisors
Massachusetts
$671K +$73.1K +374 +12%
MIM
255
Meixler Investment Management
Arizona
$667K +$702K +3,592 New
NP
256
NorthRock Partners
Minnesota
$650K -$149K -764 -18%
VCM
257
Voleon Capital Management
California
$639K -$4.21M -21,524 -86%
ITG
258
Index Technologies Group
New York
$635K -$35.4K -181 -5%
SC
259
Savant Capital
Illinois
$634K -$15.3K -78 -2%
AC
260
AlphaCore Capital
California
$625K +$658K +3,364 New
EI
261
Ethic Inc
New York
$625K -$19.9K -102 -3%
SFCL
262
Strengthening Families & Communities LLC
Massachusetts
$622K -$8.02K -41 -1%
NYLIM
263
New York Life Investment Management
New York
$617K -$12.5K -64 -2%
OF
264
Optimize Financial
California
$616K -$2.15K -11 -0.3%
SCS
265
Sound Capital Solutions
Florida
$616K +$648K +3,313 New
OAM
266
OP Asset Management
$604K – – –
TI
267
Tidal Investments
Wisconsin
$600K +$125K +638 +25%
BHC
268
Bull Harbor Capital
Maryland
$598K +$247K +1,264 +65%
VH
269
Visionary Horizons
Tennessee
$580K -$208K -1,063 -25%
X
270
Xponance
Pennsylvania
$569K -$42.2K -216 -7%
OQS
271
Occudo Quantitative Strategies
Florida
$559K +$165K +843 +39%
RIL
272
Rothschild Investment LLC
Illinois
$545K +$469K +2,396 +447%
MCM
273
MAI Capital Management
Ohio
$542K +$379K +1,940 +199%
MSS
274
Mitchell Sinkler & Starr
Pennsylvania
$537K +$91.9K +470 +19%
TGAM
275
TBH Global Asset Management
Tennessee
$530K – – –
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