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Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
476
Raymond James Trust
Florida
$350K +$291K +5,145 New
CT
477
Cambridge Trust
Massachusetts
$341K – – –
LNWWM
478
Laird Norton Wetherby Wealth Management
California
$341K +$27.1K +478 +11%
AWCI
479
Alpine Woods Capital Investors
New York
$340K – – –
TI
480
Tidal Investments
Wisconsin
$340K +$284K +5,010 New
SG
481
StoneX Group
New York
$340K +$13.1K +232 +5%
BG
482
Bollard Group
Massachusetts
$335K – – –
FTDI
483
First Trust Direct Indexing
Massachusetts
$334K +$4.31K +76 +2%
S
484
SignatureFD
Georgia
$333K +$22.8K +403 +9%
CICI
485
Capital Investment Counsel Inc
North Carolina
$333K +$278K +4,900 New
PFA
486
Pathway Financial Advisors
Vermont
$333K +$320K +5,649 New
PAS
487
Park Avenue Securities
New York
$332K +$9.86K +174 +4%
OLA
488
Oliver Luxxe Assets
New Jersey
$330K +$2.1K +37 +0.8%
GC
489
Grimes & Company
Massachusetts
$330K +$13K +229 +5%
AGP
490
Autumn Glory Partners
Texas
$324K +$270K +4,768 New
UCB
491
United Community Bank
South Carolina
$315K +$263K +4,640 New
FP
492
Foundry Partners
Minnesota
$313K -$1.76K -31 -0.7%
MWM
493
Modera Wealth Management
New Jersey
$313K +$261K +4,607 New
ETC
494
Exchange Traded Concepts
Oklahoma
$310K +$23.1K +408 +10%
NG
495
Northstar Group
New York
$309K – – –
HSA
496
HBK Sorce Advisory
Pennsylvania
$307K -$3.23K -57 -1%
TSS
497
Two Sigma Securities
New York
$300K +$250K +4,414 New
XT
498
XTX Topco
Cayman Islands
$299K -$610K -10,770 -71%
CLOS
499
Compagnie Lombard Odier SCmA
Switzerland
$299K -$45.3K -800 -15%
LSA
500
Leonteq Securities AG
Switzerland
$298K +$14.6K +258 +6%
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