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HDB

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
376
Matrix Private Capital Group
New York
$258K +$248K +8,136 New
DADC
377
D.A. Davidson & Co
Montana
$246K – – –
CCP
378
Corient Capital Partners
California
$246K +$21.1K +692 +10%
SLI
379
Sumitomo Life Insurance
Japan
$245K +$79.2K +2,600 +51%
CG
380
Colony Group
Massachusetts
$240K – – –
SIAS
381
Shine Investment Advisory Services
Colorado
$240K +$3.23K +106 +1%
CIC
382
Cutler Investment Counsel
Oregon
$239K – – –
CWM
383
Circle Wealth Management
New Jersey
$229K +$220K +7,218 New
AAS
384
Avantax Advisory Services
Texas
$229K +$220K +7,220 New
CA
385
Commerzbank Aktiengesellschaft
Germany
$227K -$79.2K -2,600 -27%
VC
386
Veracity Capital
Georgia
$226K +$217K +7,136 New
YWP
387
YorkBridge Wealth Partners
New York
$224K +$215K +7,060 New
SW
388
SVB Wealth
Massachusetts
$224K +$215K +7,076 New
1WA
389
180 Wealth Advisors
Washington
$224K +$219K +7,188 New
SC
390
Scotia Capital
Ontario, Canada
$223K +$215K +7,052 New
P
391
Pitcairn
Pennsylvania
$216K +$207K +6,810 New
FTI
392
Fiduciary Trust International
Massachusetts
$215K +$206K +6,772 New
MIP
393
Mondrian Investment Partners
United Kingdom
$214K – – –
CB
394
Commerce Bank
Missouri
$214K +$206K +6,764 New
RJFSA
395
Raymond James Financial Services Advisors
Florida
$213K -$1.29M -42,220 -86%
TCM
396
Tradewinds Capital Management
Washington
$213K – – –
CQS
397
Credential Qtrade Securities
$207K -$1.1K -36 -0.5%
AP
398
Advisor Partners
California
$206K -$15.5K -508 -7%
PA
399
Parallel Advisors
California
$205K -$12.6K -414 -6%
EW
400
Evoke Wealth
California
$174K +$133K +4,372 +390%
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