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QSR

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
376
Global Retirement Partners
California
$291K +$305K +4,009 New
MGP
377
Metis Global Partners
California
$288K -$450K -5,909 -60%
WSFS
378
Wilmington Savings Fund Society
Delaware
$285K -$30.5K -400 -9%
PCIG
379
Partners Capital Investment Group
Massachusetts
$284K -$3.38M -44,382 -92%
CSA
380
Cornerstone Select Advisors
Missouri
$276K +$13.2K +173 +5%
FFA
381
Farther Finance Advisors
California
$268K +$112K +1,468 +66%
ONST
382
Old North State Trust
North Carolina
$267K +$281K +3,686 New
EI
383
Ethic Inc
New York
$262K +$275K +3,607 New
OP
384
Oslo Pensjonsforsikring
$261K -$107K -1,400 -28%
RS
385
R Squared
Hong Kong
$261K +$274K +3,593 New
3IP
386
3Chopt Investment Partners
Virginia
$260K +$26.4K +347 +11%
RSWM
387
Robertson Stephens Wealth Management
California
$255K – – –
DCM
388
Dimension Capital Management
Florida
$254K – – –
VCM
389
Versant Capital Management
Arizona
$252K +$15.8K +207 +6%
PFPG
390
Pinnacle Financial Partners (Georgia)
Georgia
$252K – – –
MOACM
391
Mutual of America Capital Management
New York
$250K +$262K +3,441 New
BS
392
Banco Santander
Spain
$247K -$140K -1,845 -35%
WCA
393
Whetstone Capital Advisors
Kansas
$245K – – –
GM
394
GeoWealth Management
Illinois
$243K +$51.5K +676 +25%
CPWA
395
Cerro Pacific Wealth Advisors
California
$241K +$27K +354 +12%
CAM
396
Cresset Asset Management
Illinois
$240K +$250K +3,280 New
SWP
397
Strategic Wealth Partners
Ohio
$240K – – –
HFS
398
Hantz Financial Services
Michigan
$234K – – –
CPCM
399
Cardinal Point Capital Management
Ontario, Canada
$231K – – –
TCA
400
Transcend Capital Advisors
New Jersey
$230K +$242K +3,178 New
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