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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
476
Evercore Wealth Management
New York
$245K – – –
FFM
477
Forum Financial Management
Illinois
$243K +$4.09K +150 +2%
RA
478
Resolute Advisors
California
$239K – – –
SFG
479
Synergy Financial Group
California
$238K -$20.1K -735 -8%
TSS
480
Two Sigma Securities
New York
$234K +$236K +8,639 New
SCP
481
Sender Company & Partners
New York
$233K +$235K +8,602 New
BEAM
482
Baker Ellis Asset Management
Washington
$230K -$54.6K -2,000 -19%
DF
483
Donoghue Forlines
Massachusetts
$230K +$232K +8,498 New
P
484
Pitcairn
Pennsylvania
$228K +$3.63K +133 +2%
NCM
485
Next Capital Management
New York
$226K – – –
FMAEN1
486
Fund Management at Engine No 1
California
$225K +$15.6K +570 +7%
BC
487
Bridgefront Capital
Texas
$223K +$225K +8,236 New
CWA
488
Clarity Wealth Advisors
California
$218K – – –
BFG
489
Bleakley Financial Group
New Jersey
$216K +$13.8K +505 +7%
SS
490
Simplicity Solutions
Minnesota
$216K +$13.9K +510 +7%
KCM
491
Kennicott Capital Management
California
$213K -$430K -15,742 -67%
KFS
492
Kurt F. Somerville
$213K – – –
DGAM
493
Desjardins Global Asset Management
Quebec, Canada
$211K -$240K -8,809 -53%
SPC
494
Sigma Planning Corp
Michigan
$207K -$66.8K -2,446 -24%
AWM
495
Apollon Wealth Management
South Carolina
$205K -$17.4K -636 -8%
SLG
496
Stanley-Laman Group
Pennsylvania
$204K – – –
LA
497
Legacy Advisors
Pennsylvania
$203K – – –
RWP
498
RWA Wealth Partners
Massachusetts
$202K +$1.12K +41 +0.6%
HCA
499
Harbor Capital Advisors
Illinois
$200K – – –
S
500
SignatureFD
Georgia
$188K -$5.13K -188 -3%
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