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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
701
RWA Wealth Partners
Massachusetts
$231K +$220K +2,969 New
MFG
702
Merit Financial Group
Georgia
$228K +$217K +2,933 New
HWM
703
HighMark Wealth Management
Minnesota
$228K – – –
UBP
704
Union Bancaire Privee
Switzerland
$225K +$222K +3,000 New
CA
705
Commerzbank Aktiengesellschaft
Germany
$225K +$213K +2,881 New
NIMI
706
Natixis Investment Managers International
France
$224K +$26.1K +352 +14%
FMLI
707
Fukoku Mutual Life Insurance
Japan
$222K +$212K +2,857 New
MSS
708
Mitchell Sinkler & Starr
Pennsylvania
$221K +$210K +2,838 New
HI
709
Humankind Investments
New York
$220K +$210K +2,830 New
CPRC
710
Consolidated Portfolio Review Corp
New York
$220K +$209K +2,824 New
KWM
711
Kingsview Wealth Management
Oregon
$219K -$171K -2,303 -45%
DI
712
Diligent Investors
California
$218K +$207K +2,800 New
YC
713
Yarbrough Capital
Tennessee
$217K +$206K +2,787 New
ASN
714
Advisory Services Network
Georgia
$217K -$216K -2,913 -51%
EC
715
EntryPoint Capital
New York
$216K +$206K +2,779 New
GJIA
716
Glass Jacobson Investment Advisors
Maryland
$216K – – –
BP
717
Ballentine Partners
Massachusetts
$215K +$204K +2,762 New
AAP
718
Arax Advisory Partners
Colorado
$214K +$189K +2,557 +1,305%
HNB
719
Huntington National Bank
Ohio
$214K +$98.8K +1,335 +94%
PCIA
720
Prime Capital Investment Advisors
Kansas
$214K -$518K -7,002 -72%
GWMR
721
GC Wealth Management RIA
Massachusetts
$213K -$17.9K -242 -8%
GIA
722
Gateway Investment Advisers
Ohio
$212K -$452K -6,104 -69%
PA
723
Parallel Advisors
California
$211K +$54.4K +735 +37%
MS
724
Maven Securities
Jersey
$210K +$200K +2,702 New
HCA
725
Harbor Capital Advisors
Illinois
$209K -$127K -1,718 -39%
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