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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
726
Cunning Capital Partners
North Carolina
$1.61M – – –
KIA
727
KCM Investment Advisors
California
$1.6M -$15.8K -62 -1%
BSW
728
Buckingham Strategic Wealth
Missouri
$1.59M +$122K +480 +8%
B
729
Birchbrook
Maine
$1.59M +$1.59M +6,267 New
S
730
SimplyRich
California
$1.58M – – –
BCV
731
Banque Cantonale Vaudoise
Switzerland
$1.57M -$442K -1,741 -22%
AFM
732
Abbot Financial Management
Massachusetts
$1.56M -$24.6K -97 -2%
EWA
733
Exencial Wealth Advisors
Oklahoma
$1.56M -$8.64K -34 -0.5%
WANY
734
Wealthspire Advisors (New York)
New York
$1.55M +$240K +946 +18%
SCA
735
Snowden Capital Advisors
New York
$1.55M +$90.2K +355 +6%
MYLI
736
Meiji Yasuda Life Insurance
Japan
$1.54M -$15.2K -60 -1%
EH
737
Equitable Holdings
New York
$1.54M +$192K +754 +14%
DAS
738
Dynamic Advisor Solutions
Arizona
$1.54M -$12.4K -49 -0.8%
CHP
739
Castle Hook Partners
New York
$1.53M -$33.7M -132,799 -96%
CIP
740
Convergence Investment Partners
Florida
$1.53M -$77.5K -305 -5%
TFS
741
Thoroughbred Financial Services
Tennessee
$1.53M +$30.7K +121 +2%
MSE
742
MUFG Securities EMEA
United Kingdom
$1.51M -$555K -2,186 -27%
I
743
INVST
Indiana
$1.51M -$12.4K -49 -0.8%
IAS
744
Investment Advisory Services
Texas
$1.49M -$11.7K -46 -0.8%
FI
745
FJ Investments
Utah
$1.48M +$1.48M +5,843 New
LNWWM
746
Laird Norton Wetherby Wealth Management
California
$1.48M +$12.7K +50 +0.9%
SF
747
Synovus Financial
Georgia
$1.48M -$9.65K -38 -0.6%
WA
748
WESPAC Advisors
California
$1.47M -$96.5K -380 -6%
HVP
749
Hudson Value Partners
Florida
$1.46M +$265K +1,044 +22%
BIA
750
Beacon Investment Advisors
Maryland
$1.45M +$14.2K +56 +1%
28 29
30
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