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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
476
Greenland Capital Management
New York
$380K -$215K -428 -37%
BJL
477
Brighton Jones LLC
Washington
$373K -$1.56M -3,115 -82%
AIM
478
Arcadia Investment Management
Michigan
$372K – – –
PFM
479
Peak Financial Management
Massachusetts
$369K -$10.5K -21 -3%
SFA
480
Sequoia Financial Advisors
Ohio
$367K +$50.2K +100 +17%
BCV
481
Banque Cantonale Vaudoise
Switzerland
$362K -$169K -336 -33%
CG
482
Caprock Group
Idaho
$358K +$48.7K +97 +17%
TC
483
TownSquare Capital
Utah
$355K +$162K +322 +93%
PA
484
Parallel Advisors
California
$343K +$4.52K +9 +1%
BWP
485
Baldwin Wealth Partners
Massachusetts
$342K +$16.6K +33 +5%
JWCA
486
J.W. Cole Advisors
Florida
$340K +$117K +233 +57%
YCM
487
Yousif Capital Management
Michigan
$339K +$5.02K +10 +2%
DT
488
Diversified Trust
Tennessee
$339K +$2.51K +5 +0.8%
FHA
489
First Horizon Advisors
Tennessee
$331K -$3.01K -6 -1%
WAG
490
Winthrop Advisory Group
Massachusetts
$331K -$5.02K -10 -2%
VAS
491
Vestmark Advisory Solutions
Massachusetts
$329K +$25.1K +50 +9%
BRWA
492
B. Riley Wealth Advisors
Florida
$329K -$21.6K -43 -6%
SWA
493
Sax Wealth Advisors
New Jersey
$327K +$91.4K +182 +42%
IWA
494
Icon Wealth Advisors
Texas
$324K -$1K -2 -0.3%
PFG
495
Prosperity Financial Group
California
$320K +$25.1K +50 +9%
OHWP
496
Oak Harbor Wealth Partners
North Carolina
$317K – – –
EA
497
Emerald Advisers
Pennsylvania
$317K -$6.53K -13 -2%
HI
498
Harbour Investments
Wisconsin
$315K +$8.04K +16 +3%
OIA
499
OneDigital Investment Advisors
Kansas
$314K -$19.6K -39 -6%
PWM
500
Perigon Wealth Management
California
$301K -$40.2K -80 -12%
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