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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
601
Sequoia Financial Advisors
Ohio
$13.7M +$592K +6,220 +4%
BFG
602
Bleakley Financial Group
New Jersey
$13.7M -$461K -4,850 -3%
LG
603
Leuthold Group
Minnesota
$13.7M -$988K -10,390 -7%
CFO
604
Callan Family Office
Pennsylvania
$13.7M +$3.83M +40,230 +38%
HAG
605
HighPoint Advisor Group
Illinois
$13.6M +$262K +2,750 +2%
TW
606
Transform Wealth
Colorado
$13.6M +$5.26M +55,280 +61%
SW
607
SVB Wealth
Massachusetts
$13.5M -$1.57M -16,540 -10%
NG
608
NatWest Group
United Kingdom
$13.4M -$6.1M -64,110 -31%
CIM
609
Contravisory Investment Management
Massachusetts
$13.3M -$1.36M -14,340 -9%
CGIM
610
Capital Group Investment Management
Singapore
$13.3M -$642K -6,750 -5%
XT
611
XTX Topco
Cayman Islands
$13.3M +$12.4M +129,930 +1,067%
PAI
612
Pittenger & Anderson Inc
Nebraska
$13.2M +$9.9M +104,110 +275%
DC
613
Davenport & Co
Virginia
$13.2M +$1.58M +16,600 +13%
CIA
614
Concurrent Investment Advisors
Florida
$13.2M +$2.08M +21,870 +18%
SLI
615
Sumitomo Life Insurance
Japan
$13.2M +$594K +6,250 +5%
LGF
616
LGT Group Foundation
Liechtenstein
$13.2M +$55.2K +580 +0.4%
QIM
617
Quest Investment Management
Oregon
$13M -$1.36M -14,300 -9%
MOS
618
MGO One Seven
Ohio
$13M +$1.47M +15,450 +12%
PF
619
Phoenix Financial
Israel
$13M +$5.18M +54,460 +65%
ZBNA
620
Zions Bancorporation, National Association
Utah
$12.9M +$13.2M +138,560 New
WCM
621
Westend Capital Management
California
$12.9M +$244K +2,570 +2%
BPA
622
Beacon Pointe Advisors
California
$12.8M +$1.22M +12,810 +10%
EPIM
623
Evelyn Partners Investment Management
$12.8M +$59K +620 +0.5%
SSA
624
Sierra Summit Advisors
Nevada
$12.7M +$2.67M +28,060 +26%
NMIMC
625
Northwestern Mutual Investment Management Company
Wisconsin
$12.7M +$30.4K +320 +0.2%
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