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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
701
GAMMA Investing
California
$574K -$269K -5,924 -31%
SWM
702
Selective Wealth Management
Virginia
$573K -$13.3K -292 -3%
MWAM
703
Manhattan West Asset Management
California
$570K -$5.69K -125 -0.9%
WANY
704
Wealthspire Advisors (New York)
New York
$569K +$134K +2,953 +29%
GAA
705
Green Alpha Advisors
Colorado
$568K +$1.41K +31 +0.2%
PA
706
Probity Advisors
Texas
$564K -$91.2K -2,004 -13%
MC
707
Moors & Cabot
Massachusetts
$553K -$77.2K -1,698 -12%
OWA
708
One Wealth Advisors
California
$553K -$34.5K -758 -6%
CAM
709
Cidel Asset Management
Ontario, Canada
$551K +$116K +2,559 +25%
PIM
710
Plato Investment Management
Australia
$546K +$262K +5,771 +83%
BFG
711
Bleakley Financial Group
New Jersey
$545K -$199K -4,374 -26%
AP
712
Advisortrust Partners
North Carolina
$542K +$105K +2,314 +23%
RGC
713
Roberts, Glore & Co
Illinois
$540K -$542K -11,926 -49%
CIA
714
Capital Investment Advisors
Georgia
$539K +$3.82K +84 +0.7%
HCA
715
Harbour Capital Advisors
Virginia
$536K -$30K -660 -5%
EWA
716
EverSource Wealth Advisors
Alabama
$534K -$30K -659 -5%
BPCE
717
Bank Pictet & Cie (Europe)
Germany
$532K +$40.5K +891 +8%
PW
718
Paladin Wealth
Minnesota
$532K +$90.1K +1,980 +19%
PFS
719
Prospera Financial Services
Texas
$530K -$301K -6,622 -35%
FPAS
720
Focus Partners Advisor Solutions
Missouri
$528K -$480K -10,551 -46%
MGIA
721
Moneta Group Investment Advisors
Missouri
$528K -$42.3K -929 -7%
QI
722
Qtron Investments
Massachusetts
$527K -$25.9K -570 -4%
AWM
723
Apollon Wealth Management
South Carolina
$522K -$202K -4,441 -27%
DWP
724
Daymark Wealth Partners
Ohio
$522K -$18.4K -404 -3%
MYLI
725
Meiji Yasuda Life Insurance
Japan
$520K -$53.7K -1,180 -9%
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