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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
451
Ellevest Inc
New York
$305K -$29K -414 -10%
PS
452
Principal Securities
Iowa
$301K +$253K +3,617 New
HFM
453
Harvest Fund Management
China
$301K +$191K +2,729 +309%
WAP
454
Wealthcare Advisory Partners
Pennsylvania
$301K -$6.92K -99 -3%
MSAM
455
Moloney Securities Asset Management
Missouri
$301K -$83.9K -1,200 -25%
PFS
456
Prospera Financial Services
Texas
$301K +$253K +3,611 New
IFWM
457
Institute for Wealth Management
Colorado
$299K -$6.22K -89 -2%
DT
458
Diversified Trust
Tennessee
$291K +$244K +3,492 New
OA
459
Oxbow Advisors
Texas
$291K +$244K +3,490 New
PL
460
Parkwood LLC
Ohio
$285K -$239K -3,421 -50%
XT
461
XTX Topco
Cayman Islands
$284K +$238K +3,407 New
YCM
462
Yousif Capital Management
Michigan
$283K +$9.09K +130 +4%
AIA
463
Angeles Investment Advisors
California
$282K -$1.54K -22 -0.6%
KPWS
464
Kestra Private Wealth Services
Texas
$273K -$24.2K -346 -10%
PCIA
465
Prime Capital Investment Advisors
Kansas
$267K +$224K +3,209 New
SW
466
SVB Wealth
Massachusetts
$267K -$92.9K -1,328 -29%
PGFC
467
Peapack-Gladstone Financial Corp
New Jersey
$266K -$839 -12 -0.4%
GIA
468
Gladstone Institutional Advisory
Florida
$263K +$221K +3,153 New
BFG
469
Bleakley Financial Group
New Jersey
$262K +$220K +3,151 New
CM
470
Caption Management
Oklahoma
$261K +$219K +3,138 New
BRWA
471
B. Riley Wealth Advisors
Florida
$259K -$57.9K -828 -21%
MYAM
472
Meiji Yasuda Asset Management
Japan
$258K +$217K +3,100 New
PIA
473
Powell Investment Advisors
Florida
$257K +$216K +3,083 New
SS
474
Simplicity Solutions
Minnesota
$257K +$216K +3,081 New
CI
475
Cigna Investments
Connecticut
$254K +$213K +3,049 New
17 18
19
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