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Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
176
Spotlight Asset Group
Illinois
$375K +$445K +14,836 New
ECM
177
Evergreen Capital Management
Washington
$374K +$61.2K +2,040 +21%
DWT
178
Dorsey & Whitney Trust
South Dakota
$371K +$23.6K +788 +7%
EVM
179
Evelyn V. Moreno
$368K – – –
NP
180
Nilsine Partners
Colorado
$364K +$336K +11,213 New
ACM
181
Aquatic Capital Management
Illinois
$360K +$333K +11,100 New
VF
182
Virtu Financial
New York
$357K +$330K +10,999 New
HIA
183
Harbor Investment Advisory
Maryland
$352K – – –
FFP
184
FourThought Financial Partners
Florida
$337K -$10K -335 -3%
IWP
185
Icon Wealth Partners
Texas
$337K +$311K +10,373 New
HNB
186
Huntington National Bank
Ohio
$336K -$840 -28 -0.3%
WT
187
Whittier Trust
California
$335K +$10.3K +345 +3%
OMC
188
Old Mission Capital
Illinois
$328K -$266K -8,883 -47%
DI
189
DFPG Investments
Utah
$324K +$64.2K +2,142 +27%
CHP
190
Cable Hill Partners
Oregon
$320K +$296K +9,862 New
BFG
191
Bleakley Financial Group
New Jersey
$318K +$57.3K +1,911 +24%
SS
192
Simplicity Solutions
Minnesota
$318K +$294K +9,812 New
KPWS
193
Kestra Private Wealth Services
Texas
$316K +$3.48K +116 +1%
BPA
194
Beacon Pointe Advisors
California
$309K +$6.48K +216 +2%
PCS
195
Personal CFO Solutions
New Jersey
$306K +$10.8K +359 +4%
ECM
196
ExodusPoint Capital Management
New York
$303K -$250K -8,332 -47%
1WA
197
180 Wealth Advisors
Washington
$300K -$60 -2 -0%
PSP
198
Principal Street Partners
Tennessee
$297K -$8.67K -289 -3%
WA
199
Wealth Alliance
New York
$288K +$3.36K +112 +1%
RPA
200
Rock Point Advisors
Vermont
$282K -$7.8K -260 -3%
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