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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
776
Mine & Arao Wealth Creation & Management
California
$213K +$46.5K +204 +17%
EI
777
Ellevest Inc
New York
$211K -$57.5K -252 -15%
MSAM
778
Moloney Securities Asset Management
Missouri
$211K +$315K +1,383 New
SG
779
StoneX Group
New York
$210K +$65.2K +286 +26%
EPA
780
Element Pointe Advisors
Florida
$210K -$541K -2,371 -63%
CCM
781
Coldstream Capital Management
Washington
$209K +$10.9K +48 +4%
CW
782
Connectus Wealth
Ohio
$208K +$311K +1,365 New
UC
783
Unio Capital
New Jersey
$207K +$310K +1,360 New
CCP
784
Corient Capital Partners
California
$206K -$668K -2,931 -68%
EN1L
785
Engine No 1 LLC
California
$205K -$14M -61,360 -98%
QPW
786
Quantum Private Wealth
Florida
$205K +$307K +1,347 New
C
787
Certuity
Florida
$204K +$119K +520 +63%
FAG
788
Fortitude Advisory Group
Washington
$203K +$303K +1,331 New
HIC
789
Holderness Investments Company
North Carolina
$202K +$12.5K +55 +4%
GAM
790
Griffin Asset Management
New York
$201K -$86.4K -379 -22%
CT
791
Cambridge Trust
Massachusetts
$198K +$296K +1,300 New
AII
792
AGF Investments Inc
Ontario, Canada
$197K +$295K +1,293 New
NIM
793
NuWave Investment Management
New Jersey
$190K -$35.6K -156 -11%
PA
794
PSI Advisors
Florida
$185K -$5.47K -24 -2%
AG
795
AIA Group
Hong Kong
$179K +$268K +1,174 New
TWC
796
TD Waterhouse Canada
Ontario, Canada
$176K +$256K +1,125 New
TFS
797
TrustCore Financial Services
Tennessee
$169K -$228K -1,000 -47%
PAM
798
Paradigm Asset Management
New York
$168K -$45.6K -200 -15%
AIM
799
Anchor Investment Management
South Carolina
$168K +$251K +1,100 New
ARIS
800
Advanced Research Investment Solutions
California
$156K +$234K +1,025 New
30 31
32
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