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Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
651
Orion Portfolio Solutions
Nebraska
$238K -$709K -8,634 -71%
UAML
652
US Asset Management LLC
Pennsylvania
$237K -$1.4K -17 -0.5%
FHB
653
First Hawaiian Bank
Hawaii
$237K -$1.06M -12,883 -78%
GM
654
GeoWealth Management
Illinois
$237K -$10.2K -124 -3%
CG
655
Caprock Group
Idaho
$235K -$418K -5,092 -59%
NP
656
NorthRock Partners
Minnesota
$232K -$122K -1,489 -30%
OAM
657
Oxford Asset Management
United Kingdom
$229K +$106K +1,291 +61%
IFPG
658
Intrepid Financial Planning Group
Indiana
$228K – – –
LS
659
Livforsakringsbolaget Skandia
Sweden
$227K +$207K +2,520 +291%
LG
660
LaFleur & Godfrey
Michigan
$224K -$156K -1,905 -36%
IDA
661
Intelligence Driven Advisers
California
$224K -$145K -1,764 -35%
CAMG
662
CWA Asset Management Group
Florida
$222K +$272K +3,317 New
OCBCO
663
Oversea-Chinese Banking Corp (OCBC)
Singapore
$221K +$271K +3,297 New
BWP
664
Baldwin Wealth Partners
Massachusetts
$220K – – –
SC
665
Syon Capital
California
$220K -$132K -1,605 -33%
CIC
666
Carnegie Investment Counsel
Ohio
$213K -$170K -2,068 -39%
AA
667
Argent Advisors
Louisiana
$212K – – –
9WM
668
9258 Wealth Management
Ohio
$211K -$115K -1,395 -31%
TC
669
TAP Consulting
Missouri
$210K – – –
DAS
670
Dynamic Advisor Solutions
Arizona
$206K +$32.1K +391 +15%
GC
671
Gilbert & Cook
Iowa
$206K -$7.8K -95 -3%
FIM
672
Freedom Investment Management
Connecticut
$203K +$23.1K +281 +10%
BTI
673
Blue Trust Inc
Georgia
$202K +$73.7K +898 +102%
GWMR
674
GC Wealth Management RIA
Massachusetts
$200K +$44.2K +538 +22%
HWM
675
HighMark Wealth Management
Minnesota
$196K -$9.03K -110 -4%
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