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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
776
Sendero Wealth Management
Texas
$2.14M -$872K -20,570 -27%
BSI
777
Bennett Selby Investments
Maine
$2.14M -$26.3K -620 -1%
HCM
778
Horiko Capital Management
New York
$2.13M +$130K +3,060 +6%
HCA
779
Harbor Capital Advisors
Illinois
$2.13M -$16.5K -390 -0.7%
DT
780
Diversified Trust
Tennessee
$2.12M +$263K +6,200 +12%
WPC
781
Wedmont Private Capital
Pennsylvania
$2.12M +$204K +4,810 +10%
QI
782
Qtron Investments
Massachusetts
$2.1M +$72.5K +1,710 +3%
HCCM
783
Hudson Canyon Capital Management
New York
$2.09M – – –
RP
784
Rice Partnership
Hawaii
$2.08M +$142K +3,340 +6%
LFM
785
LGT Fund Management
Liechtenstein
$2.08M – – –
DA
786
Duality Advisers
Florida
$2.07M +$2.33M +54,860 New
CCB
787
Country Club Bank
Missouri
$2.06M -$3.39K -80 -0.1%
AWM
788
Avitas Wealth Management
California
$2.06M -$50.4K -1,190 -2%
CSPIA
789
Cary Street Partners Investment Advisory
Virginia
$2.05M +$415K +9,800 +22%
SQA
790
Simon Quick Advisors
New Jersey
$2.03M +$641K +15,120 +39%
PGFC
791
Peapack-Gladstone Financial Corp
New Jersey
$2.03M -$43.2K -1,020 -2%
JIC
792
Joel Isaacson & Co
New York
$2.03M +$21.2K +500 +0.9%
MAM
793
Morse Asset Management
Connecticut
$2.01M +$504K +11,890 +29%
GWM
794
Geneos Wealth Management
Colorado
$2.01M +$56K +1,320 +3%
BOH
795
Bank of Hawaii
Hawaii
$2M +$3.39K +80 +0.2%
SCP
796
Stamos Capital Partners
California
$1.97M +$2.22M +52,300 New
WA
797
Wealth Alliance
New York
$1.97M -$73.8K -1,740 -3%
WANY
798
Wealthspire Advisors (New York)
New York
$1.97M -$9.75K -230 -0.4%
RIA
799
Realta Investment Advisors
Delaware
$1.97M -$39.4K -930 -2%
BCM
800
Bridgeway Capital Management
Texas
$1.96M -$6.38M -150,500 -74%
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