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Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
551
East Coast Asset Management
Massachusetts
$711K – – –
GVAG
552
Great Valley Advisor Group
Delaware
$709K +$147K +422 +25%
HIIFS
553
Harel Insurance Investments & Financial Services
Israel
$700K -$659K -1,891 -48%
VWM
554
Vigilare Wealth Management
Arizona
$695K -$118K -340 -14%
BP
555
BBR Partners
New York
$692K +$712K +2,044 New
NW
556
NewEdge Wealth
Pennsylvania
$690K +$9.76K +28 +1%
P
557
Pitcairn
Pennsylvania
$684K -$17.1K -49 -2%
VAS
558
Vestmark Advisory Solutions
Massachusetts
$681K – – –
QI
559
Qtron Investments
Massachusetts
$681K +$701K +2,011 New
TMC
560
Trellus Management Company
Florida
$678K -$697K -2,000 -50%
CA
561
Cetera Advisors
Colorado
$677K -$196K -562 -22%
BFG
562
Beacon Financial Group
Texas
$670K +$20.9K +60 +3%
OPPTF
563
OPSEU Pension Plan Trust Fund
Ontario, Canada
$661K +$6.27K +18 +0.9%
CA
564
Cornerstone Advisory
Maryland
$648K +$133K +381 +25%
RIA
565
Realta Investment Advisors
Delaware
$647K +$285K +819 +75%
MYLI
566
Meiji Yasuda Life Insurance
Japan
$644K – – –
ARG
567
Advisory Resource Group
Oklahoma
$639K -$357K -1,024 -31%
ICM
568
Infini Capital Management
Hong Kong
$630K +$125K +360 +24%
IMF
569
Infini Master Fund
Hong Kong
$630K +$125K +360 +24%
CPA
570
Clear Perspective Advisors
Illinois
$602K +$620K +1,778 New
SIG
571
Spinnaker Investment Group
California
$600K +$740K +2,125 New
IWC
572
Integrated Wealth Concepts
Massachusetts
$590K +$69.3K +199 +13%
SWP
573
Stratos Wealth Partners
Ohio
$586K +$9.41K +27 +2%
CPM
574
Connective Portfolio Management
New York
$579K +$592K +1,700 New
AWM
575
Avitas Wealth Management
California
$565K +$581K +1,668 New
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