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Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
551
Beacon Pointe Advisors
California
$674K -$42.7K -545 -7%
CCFM
552
Clear Creek Financial Management
Washington
$650K -$44K -561 -7%
UWS
553
Unique Wealth Strategies
Illinois
$645K +$6.58K +84 +1%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$642K +$577K +7,355 New
GIM
555
Glenmede Investment Management
Pennsylvania
$641K +$576K +7,345 New
BOH
556
Bank of Hawaii
Hawaii
$640K – – –
FT
557
Fiduciary Trust
Massachusetts
$627K +$2.43K +31 +0.4%
JFG
558
Jefferies Financial Group
New York
$623K -$1.08M -13,725 -66%
EW
559
Evoke Wealth
California
$604K +$542K +6,921 New
VIM
560
Vinva Investment Management
Australia
$604K +$548K +6,994 New
GI
561
GAMMA Investing
California
$600K -$34.8K -444 -6%
TC
562
Trilogy Capital
California
$589K +$2.74K +35 +0.5%
SC
563
Scholtz & Company
Connecticut
$584K +$7.05K +90 +1%
GCP
564
Garda Capital Partners
Minnesota
$581K -$2.38M -30,342 -82%
OGF
565
Orin Green Financial
California
$571K – – –
IFG
566
Independent Financial Group
California
$571K +$33.7K +430 +7%
CPCPP
567
Canada Post Corporation Pension Plan
Canada
$567K +$509K +6,500 New
MFG
568
Merit Financial Group
Georgia
$563K +$40.8K +521 +9%
VIS
569
Vega Investment Solutions
France
$558K -$121K -1,540 -19%
PCA
570
Pallas Capital Advisors
Massachusetts
$556K +$23.5K +300 +5%
CFB
571
Cullen/Frost Bankers
Texas
$548K +$107K +1,370 +28%
P8IP
572
Pier 88 Investment Partners
California
$546K +$234K +2,990 +92%
PAG
573
Private Advisor Group
New Jersey
$544K -$567K -7,231 -54%
ECM
574
Everence Capital Management
Indiana
$542K -$447K -5,700 -48%
AFG
575
Atomi Financial Group
New York
$541K +$191K +2,431 +64%
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