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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
501
AFT Forsyth & Company
Florida
$1.25M +$145K +650 +17%
IWA
502
IVC Wealth Advisors
Pennsylvania
$1.23M +$36.9K +165 +4%
ACM
503
Alpha Capital Management
Texas
$1.23M +$205K +915 +26%
SG
504
Stonnington Group
California
$1.22M +$327K +1,464 +53%
II
505
Inspire Investing
Idaho
$1.21M +$378K +1,692 +64%
WAM
506
Wolverine Asset Management
Illinois
$1.2M +$963K +4,307 New
RCAG
507
Rehmann Capital Advisory Group
Michigan
$1.2M +$961K +4,300 New
SCF
508
Sante Capital Fund
Texas
$1.2M +$958K +4,284 New
VAS
509
Vestmark Advisory Solutions
Massachusetts
$1.19M +$347K +1,552 +57%
FNBT
510
FineMark National Bank & Trust
Florida
$1.19M -$29.3K -131 -3%
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M -$90.6K -405 -9%
CCP
512
Corient Capital Partners
California
$1.18M -$651K -2,910 -41%
CIM
513
Coastal Investment Management
California
$1.17M – – –
BCI
514
Brinker Capital Investments
Pennsylvania
$1.17M +$457K +2,042 +95%
CB
515
Commerce Bank
Missouri
$1.17M -$31.1K -139 -3%
GAA
516
Green Alpha Advisors
Colorado
$1.17M +$937K +4,189 New
XT
517
XTX Topco
Cayman Islands
$1.17M -$436K -1,951 -32%
AIC
518
Ameritas Investment Company
Nebraska
$1.17M +$547K +2,447 +204%
AIP
519
Ameritas Investment Partners
Nebraska
$1.16M +$53.9K +241 +6%
EWA
520
EP Wealth Advisors
California
$1.15M -$10.5K -47 -1%
VI
521
Vestcor Inc
New Brunswick, Canada
$1.15M +$700K +3,130 +316%
FFA
522
First Foundation Advisors
California
$1.15M -$26.4K -118 -3%
MAM
523
Meeder Asset Management
Ohio
$1.15M -$1.41M -6,321 -61%
BCM
524
Bridgeway Capital Management
Texas
$1.15M – – –
SW
525
SteelPeak Wealth
California
$1.14M -$463K -2,069 -34%
19 20
21
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