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Name Holding Trade Value Shares
Change 		Change in
Stake
EFMH
876
E Fund Management (HK)
Hong Kong
$748K +$270K +2,363 +56%
FTWA
877
Fifth Third Wealth Advisors
Ohio
$745K -$96.5K -846 -11%
PE
878
PCM Encore
Colorado
$743K -$83.5K -732 -10%
BFO
879
Boston Family Office
Massachusetts
$742K -$13.9K -122 -2%
TCBWMS
880
Texas Capital Bank Wealth Management Services
Texas
$738K -$2.4K -21 -0.3%
BBHC
881
Brown Brothers Harriman & Co
New York
$736K +$61.6K +540 +9%
DWM
882
Dakota Wealth Management
Florida
$733K -$2.63K -23 -0.4%
CNBT
883
Canandaigua National Bank & Trust
New York
$733K +$732K +6,416 New
GAM
884
Grandview Asset Management
Pennsylvania
$731K -$57.9K -507 -7%
GIA
885
Gladstone Institutional Advisory
Florida
$731K -$81K -710 -10%
SFG
886
Stonebridge Financial Group
California
$730K +$730K +6,397 New
ZF
887
Zhang Financial
Michigan
$727K -$22.1K -194 -3%
TGAM
888
TBH Global Asset Management
Tennessee
$726K – – –
RFC
889
Regions Financial Corp
Alabama
$725K -$983K -8,617 -58%
DWM
890
Destination Wealth Management
California
$725K -$5.82K -51 -0.8%
MMA
891
Miracle Mile Advisors
California
$724K +$33K +289 +5%
BWA
892
Basecamp Wealth Advisors
Washington
$722K -$1.83K -16 -0.3%
GAMC
893
Garner Asset Management Corp
Texas
$722K -$5.71K -50 -0.8%
AA
894
ABC Arbitrage
France
$722K +$722K +6,323 New
WSFS
895
Wilmington Savings Fund Society
Delaware
$722K +$22K +193 +3%
NB
896
NBH Bank
Colorado
$721K +$721K +6,317 New
FCH
897
Freestone Capital Holdings
Washington
$721K +$152K +1,335 +27%
WC
898
Whitney & Co
New York
$721K -$3.31K -29 -0.5%
WG
899
WMS Group
Louisiana
$720K -$3.77K -33 -0.5%
V
900
ViaWealth
Kansas
$717K – – –
34 35
36
37 38