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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
526
Evercore Wealth Management
New York
$262K – – –
BS
527
Banco Santander
Spain
$261K -$23.2K -737 -8%
CA
528
Cache Advisors
California
$261K +$283K +9,000 New
CPIG
529
Chicago Partners Investment Group
Illinois
$258K +$263K +8,358 New
P
530
Pitcairn
Pennsylvania
$257K -$3.05K -97 -1%
RA
531
Resolute Advisors
California
$257K – – –
SC
532
Sepio Capital
Utah
$255K – – –
SPIA
533
Steward Partners Investment Advisory
New York
$253K -$174K -5,539 -39%
RWP
534
Revolve Wealth Partners
New Jersey
$252K +$273K +8,681 New
RFN
535
Redwood Financial Network
Ohio
$252K -$21.2K -675 -7%
CMI
536
Clare Market Investments
Texas
$252K -$107K -3,390 -28%
TWP
537
Tempus Wealth Planning
California
$249K +$270K +8,602 New
SFG
538
Synergy Financial Group
California
$248K – – –
BFG
539
Bleakley Financial Group
New Jersey
$245K -$77.6K -2,470 -23%
KAS
540
Kestra Advisory Services
Texas
$245K -$71.5K -2,276 -21%
CA
541
Cannon Advisors
North Carolina
$244K +$265K +8,427 New
CFG
542
Citizens Financial Group
Rhode Island
$243K -$4.46K -142 -2%
NCM
543
Next Capital Management
New York
$243K – – –
S
544
SignatureFD
Georgia
$240K -$35K -1,115 -12%
BCI
545
Brinker Capital Investments
Pennsylvania
$238K +$60K +1,909 +30%
OPS
546
Orion Portfolio Solutions
Nebraska
$238K +$60K +1,909 +30%
CWA
547
Clarity Wealth Advisors
California
$234K -$16.5K -525 -6%
TBT
548
Texas Bank & Trust
Texas
$232K +$251K +8,000 New
ISFAN
549
Investor's Fiduciary Advisor Network
Washington
$232K +$252K +8,004 New
FHB
550
First Hawaiian Bank
Hawaii
$230K +$5.16K +164 +2%
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