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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
601
Oppenheimer & Co
New York
$941K -$204K -4,477 -17%
UIM
602
Unified Investment Management
Georgia
$939K -$286K -6,286 -22%
BP
603
BNP Paribas
France
$936K -$273K -5,994 -22%
HIP
604
HUB Investment Partners
Texas
$935K -$103K -2,272 -9%
KA
605
Kintegral Advisory
New York
$933K – – –
CC
606
Chicago Capital
Illinois
$928K -$129K -2,845 -12%
EWA
607
EP Wealth Advisors
California
$927K +$271K +5,965 +38%
EDRH
608
Edmond de Rothschild Holding
Switzerland
$916K -$239K -5,253 -20%
TCOV
609
Trust Company of Vermont
Vermont
$902K +$950K +20,891 New
TC
610
Truvestments Capital
Florida
$902K -$98.9K -2,175 -9%
SC
611
SouthState Corp
Florida
$899K -$1.78M -39,043 -65%
CPIG
612
Chicago Partners Investment Group
Illinois
$891K -$67.6K -1,487 -9%
HWM
613
HB Wealth Management
Georgia
$889K -$139K -3,063 -13%
SFC
614
Strategic Financial Concepts
Texas
$887K +$436K +9,579 +87%
FCB
615
First County Bank
Connecticut
$887K -$180K -3,950 -16%
GT
616
Greenleaf Trust
Michigan
$882K -$24.2K -532 -3%
TAM
617
Titleist Asset Management
Texas
$880K -$17.4K -383 -2%
WIA
618
World Investment Advisors
California
$876K -$7K -154 -0.8%
CPCPP
619
Canada Post Corporation Pension Plan
Canada
$868K – – –
LP
620
LMR Partners
United Kingdom
$865K -$2.23K -49 -0.2%
JEST
621
JTC Employer Solutions Trustee
Jersey
$863K – – –
EL
622
Essex LLC
Illinois
$854K +$92.9K +2,043 +12%
AF
623
Allworth Financial
California
$851K -$471K -10,358 -34%
OCBCO
624
Oversea-Chinese Banking Corp (OCBC)
Singapore
$836K -$4.07M -89,455 -83%
CB
625
Commerce Bank
Missouri
$831K -$193K -4,238 -18%
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