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Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
501
First Pacific Financial
Washington
$752K +$53.4K +434 +7%
JSSH
502
J. Safra Sarasin Holding
$746K +$178K +1,447 +29%
HIP
503
HUB Investment Partners
Texas
$743K +$796K +6,471 New
ASGS
504
Alpha Square Group S
New York
$742K -$36.9K -300 -4%
CMG
505
Cavalry Management Group
California
$733K +$393K +3,199 +101%
CL
506
Choreo LLC
Illinois
$728K -$694K -5,643 -46%
NW
507
NewEdge Wealth
Pennsylvania
$726K +$116K +942 +18%
VHAM
508
Van Hulzen Asset Management
California
$724K +$439K +3,570 +131%
PL
509
Perpetual Ltd
Australia
$723K +$18.9K +154 +3%
HCM
510
Helios Capital Management
Singapore
$712K – – –
OF
511
Outfitter Financial
Maine
$708K +$255K +2,075 +51%
RGC
512
Roberts, Glore & Co
Illinois
$702K +$751K +6,109 New
SF
513
Synovus Financial
Georgia
$698K +$166K +1,352 +29%
TGAM
514
TBH Global Asset Management
Tennessee
$698K +$224K +1,819 +43%
SP
515
Stablepoint Partners
Massachusetts
$698K +$116K +941 +18%
CC
516
Chicago Capital
Illinois
$698K -$8.98K -73 -1%
GC
517
Garde Capital
Washington
$695K +$64.7K +526 +10%
SWP
518
Stratos Wealth Partners
Ohio
$694K -$45.5K -370 -6%
EF
519
Empowered Funds
Pennsylvania
$691K +$59.9K +487 +9%
PI
520
PFG Investments
New York
$682K -$119K -969 -14%
IFWM
521
Institute for Wealth Management
Colorado
$682K +$8.61K +70 +1%
VI
522
Vestcor Inc
New Brunswick, Canada
$681K – – –
TCM
523
Triumph Capital Management
Colorado
$679K +$83.9K +682 +13%
EP
524
Elkhorn Partners
Nebraska
$678K +$160K +1,300 +28%
MYAM
525
Meiji Yasuda Asset Management
Japan
$676K +$2.46K +20 +0.3%
19 20
21
22 23