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Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
676
Freestone Capital Holdings
Washington
$155M -$6.96M -33,855 -4%
GRP
677
Global Retirement Partners
California
$155M +$159M +774,243 New
LP
678
LMR Partners
United Kingdom
$155M -$48.1M -234,044 -23%
CI
679
Capital International
California
$154M +$5.84M +28,401 +4%
SF
680
Summit Financial
New Jersey
$153M +$15M +73,108 +11%
CCM
681
Coldstream Capital Management
Washington
$152M -$14.3M -69,503 -8%
CPCPP
682
Canada Post Corporation Pension Plan
Canada
$152M +$20M +97,124 +15%
US
683
UNICOM Systems
Nevada
$151M – – –
BJL
684
Brighton Jones LLC
Washington
$151M +$13.2M +64,284 +9%
CA
685
CSM Advisors
Pennsylvania
$151M +$10.8M +52,613 +7%
SCA
686
Snowden Capital Advisors
New York
$150M -$10.9M -53,012 -7%
LFG
687
Larson Financial Group
Missouri
$148M +$369K +1,794 +0.2%
TCBWMS
688
Texas Capital Bank Wealth Management Services
Texas
$148M -$11.7M -56,739 -7%
FCBT
689
First Citizens Bank & Trust
North Carolina
$148M +$7.61M +36,998 +5%
IFWM
690
Institute for Wealth Management
Colorado
$148M -$383K -1,864 -0.3%
AHC
691
Adell Harriman & Carpenter
Texas
$147M -$4M -19,451 -3%
HTIM
692
Harbour Trust & Investment Management
Indiana
$146M -$7.56M -36,764 -5%
MSA
693
MUFG Securities Americas
New York
$146M +$11.8M +57,236 +9%
MWM
694
Meridian Wealth Management
Kentucky
$146M -$12M -58,175 -7%
LFM
695
LGT Fund Management
Liechtenstein
$146M -$10.8M -52,309 -7%
GL
696
GHE LLC
Tennessee
$146M -$4.27M -20,760 -3%
SCM
697
Suvretta Capital Management
New York
$144M +$30M +145,953 +25%
CTI
698
Community Trust & Investment
Kentucky
$144M -$1.66M -8,082 -1%
RWM
699
Ritholtz Wealth Management
New York
$142M +$6.34M +30,845 +5%
VF
700
Vest Financial
Virginia
$142M +$1.21M +5,886 +0.8%
26 27
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