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Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
576
Grey Street Capital
Illinois
$864K – – –
IFWM
577
Institute for Wealth Management
Colorado
$852K +$20.1K +119 +3%
NL
578
NVWM LLC
Pennsylvania
$844K +$297K +1,759 +71%
OA
579
Oracle Alpha
Ontario, Canada
$844K +$717K +4,241 New
VF
580
Virtu Financial
New York
$843K -$12.4M -73,521 -95%
MNBTD
581
Moody National Bank Trust Division
Texas
$840K +$714K +4,223 New
CRCM
582
Crystal Rock Capital Management
Illinois
$836K – – –
AL
583
Aspiriant LLC
California
$826K – – –
BCM
584
Barometer Capital Management
Ontario, Canada
$825K +$701K +4,148 New
VCP
585
Verus Capital Partners
Arizona
$825K +$56.3K +333 +9%
BCV
586
Banque Cantonale Vaudoise
Switzerland
$820K -$101K -598 -13%
MYAM
587
Meiji Yasuda Asset Management
Japan
$819K +$40.6K +240 +6%
H
588
HoyleCohen
California
$817K +$76.3K +451 +12%
ADIM
589
Alpha DNA Investment Management
Maryland
$811K +$689K +4,074 New
VAS
590
Vestmark Advisory Solutions
Massachusetts
$801K +$314K +1,855 +85%
JSC
591
Jackson Square Capital
California
$799K +$679K +4,015 New
EF
592
Empowered Funds
Pennsylvania
$790K +$56.5K +334 +9%
RS
593
Rakuten Securities
Japan
$790K +$671K +3,968 New
MCM
594
MAI Capital Management
Ohio
$788K -$9.3K -55 -1%
OGC
595
Oak Grove Capital
New Hampshire
$786K +$668K +3,950 New
TAM
596
Titleist Asset Management
Texas
$776K +$22.7K +134 +4%
SF
597
Synovus Financial
Georgia
$771K -$1.17M -6,915 -64%
SWM
598
Segment Wealth Management
Texas
$759K -$228K -1,350 -26%
M1FG
599
Mach-1 Financial Group
Arkansas
$754K +$640K +3,788 New
BCI
600
Brinker Capital Investments
Pennsylvania
$746K -$41.9K -248 -6%
22 23
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