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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
601
Requisite Capital Management
Texas
$1.1M +$1.02M +4,048 New
P
602
Pitcairn
Pennsylvania
$1.1M -$561K -2,237 -36%
KJHP
603
K.J. Harrison & Partners
Ontario, Canada
$1.08M -$1M -4,005 -50%
SAM
604
Strategy Asset Managers
California
$1.08M +$994K +3,963 New
UAS
605
United Asset Strategies
New York
$1.08M -$663K -2,644 -40%
WIA
606
World Investment Advisors
California
$1.07M -$673K -2,682 -41%
VAS
607
Vestmark Advisory Solutions
Massachusetts
$1.06M -$92.8K -370 -9%
PAG
608
Private Advisory Group
Washington
$1.06M -$299K -1,191 -23%
TAM
609
Trust Asset Management
Texas
$1.06M – – –
SWP
610
Sagespring Wealth Partners
Tennessee
$1.04M +$133K +530 +16%
TSW
611
Three Seasons Wealth
Utah
$1.04M +$961K +3,830 New
AG
612
AIA Group
Hong Kong
$1.04M +$181K +720 +23%
FFA
613
Farther Finance Advisors
California
$1.03M -$51.7K -206 -5%
IAS
614
Insigneo Advisory Services
Florida
$1.02M +$30.9K +123 +3%
OAM
615
Ostrum Asset Management
France
$1.02M -$295K -1,176 -24%
QF
616
QVT Financial
New York
$1.02M +$530K +2,113 +130%
IC
617
Inscription Capital
Texas
$1.01M +$301K +1,199 +47%
GT
618
Greenleaf Trust
Michigan
$1M +$24.8K +99 +3%
NS
619
NBC Securities
Alabama
$978K +$215K +856 +31%
ECM
620
Evergreen Capital Management
Washington
$971K +$170K +677 +23%
CI
621
Cigna Investments
Connecticut
$947K -$18.3K -73 -2%
MYLI
622
Meiji Yasuda Life Insurance
Japan
$944K +$343K +1,369 +65%
VT
623
Vise Technologies
New York
$940K +$89.3K +356 +11%
EWA
624
EverSource Wealth Advisors
Alabama
$936K +$31.9K +127 +4%
KCP
625
Kera Capital Partners
California
$931K +$98.1K +391 +13%
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