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Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
601
HUB Investment Partners
Texas
$935K -$103K -2,272 -9%
KA
602
Kintegral Advisory
New York
$933K – – –
CC
603
Chicago Capital
Illinois
$928K -$129K -2,845 -12%
EWA
604
EP Wealth Advisors
California
$927K +$271K +5,965 +38%
EDRH
605
Edmond de Rothschild Holding
Switzerland
$916K -$239K -5,253 -20%
TCOV
606
Trust Company of Vermont
Vermont
$902K +$950K +20,891 New
TC
607
Truvestments Capital
Florida
$902K -$98.9K -2,175 -9%
SC
608
SouthState Corp
Florida
$899K -$1.78M -39,043 -65%
CPIG
609
Chicago Partners Investment Group
Illinois
$891K -$67.6K -1,487 -9%
HWM
610
HB Wealth Management
Georgia
$889K -$139K -3,063 -13%
SFC
611
Strategic Financial Concepts
Texas
$887K +$436K +9,579 +87%
FCB
612
First County Bank
Connecticut
$887K -$180K -3,950 -16%
GT
613
Greenleaf Trust
Michigan
$882K -$24.2K -532 -3%
TAM
614
Titleist Asset Management
Texas
$880K -$17.4K -383 -2%
WIA
615
World Investment Advisors
California
$876K -$7K -154 -0.8%
CPCPP
616
Canada Post Corporation Pension Plan
Canada
$868K – – –
LP
617
LMR Partners
United Kingdom
$865K -$2.23K -49 -0.2%
JEST
618
JTC Employer Solutions Trustee
Jersey
$863K – – –
EL
619
Essex LLC
Illinois
$854K +$92.9K +2,043 +12%
AF
620
Allworth Financial
California
$851K -$471K -10,358 -34%
OCBCO
621
Oversea-Chinese Banking Corp (OCBC)
Singapore
$836K -$4.07M -89,455 -83%
CB
622
Commerce Bank
Missouri
$831K -$193K -4,238 -18%
SI
623
Stephens Inc
Arkansas
$823K -$45.3K -995 -5%
BAM
624
Brickwood Asset Management
United Kingdom
$822K +$12.6K +276 +1%
AWM
625
Avior Wealth Management
Nebraska
$821K -$111K -2,439 -11%
23 24
25
26 27