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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1201
Wealthspire Advisors (New York)
New York
$12.6M +$1.17M +2,272 +12%
SVCP
1202
Silicon Valley Capital Partners
California
$12.4M +$434K +843 +4%
EI
1203
Ellevest Inc
New York
$12.4M -$2M -3,886 -15%
LPT
1204
Legacy Private Trust
Wisconsin
$12.4M +$130K +253 +1%
SCM
1205
Shorepath Capital Management
Utah
$12.4M -$883K -1,717 -7%
BOH
1206
Bank of Hawaii
Hawaii
$12.3M +$269K +522 +2%
FM
1207
Foster & Motley
Ohio
$12.3M +$171K +332 +2%
SIA
1208
Soltis Investment Advisors
Utah
$12.3M +$2.21M +4,289 +25%
TW
1209
Transform Wealth
Colorado
$12.3M +$4.73M +9,194 +75%
BCM
1210
Blume Capital Management
California
$12.2M -$417K -810 -4%
VCA
1211
Verdence Capital Advisors
Maryland
$12.1M +$480K +932 +5%
LIP
1212
Lighthouse Investment Partners
Florida
$12.1M +$10.2M +19,904 +1,554%
CCS
1213
Concentric Capital Strategies
Connecticut
$12.1M -$9.72M -18,888 -47%
RWM
1214
Rockline Wealth Management
New York
$12.1M +$985K +1,914 +10%
VAS
1215
Vestmark Advisory Solutions
Massachusetts
$12.1M -$391K -759 -3%
RCG
1216
Regatta Capital Group
California
$12.1M +$5.14K +10 +0%
CIA
1217
Capital Investment Advisors
Georgia
$12M +$1.49M +2,904 +16%
BCM
1218
Barometer Capital Management
Ontario, Canada
$12M +$519K +1,008 +5%
CAM
1219
Centre Asset Management
New York
$11.9M -$27.3K -53 -0.3%
LAM
1220
L2 Asset Management
Massachusetts
$11.9M +$324K +629 +3%
SWM
1221
SeaCrest Wealth Management
New York
$11.9M -$432K -840 -4%
BTI
1222
Blue Trust Inc
Georgia
$11.9M +$5.47M +10,636 +82%
CW
1223
CreativeOne Wealth
Kansas
$11.9M +$2.98M +5,786 +39%
FFA
1224
Farther Finance Advisors
California
$11.9M +$2.3M +4,478 +28%
GI
1225
GLOBALT Investments
Georgia
$11.9M -$281K -547 -3%
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