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Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
726
Genesis Private Wealth
Virginia
$389K +$373K +870 New
AF
727
Atala Financial
California
$388K +$371K +867 New
WANY
728
Wealthspire Advisors (New York)
New York
$387K +$370K +864 New
NCM
729
Next Capital Management
New York
$385K +$368K +860 New
IAIM
730
International Assets Investment Management
Florida
$384K -$45K -105 -11%
CM
731
Capula Management
Cayman Islands
$383K -$288K -672 -44%
GCM
732
Gables Capital Management
Florida
$383K – – –
MWM
733
Maridea Wealth Management
New York
$381K +$365K +852 New
PFG
734
PAX Financial Group
Texas
$381K +$62.9K +147 +21%
JCM
735
JAT Capital Management
Connecticut
$381K +$364K +851 New
MOS
736
MGO One Seven
Ohio
$377K +$24.4K +57 +7%
CCAL
737
City Center Advisors LLC
Michigan
$374K +$358K +837 New
HW
738
Hancock Whitney
Mississippi
$373K +$357K +833 New
AA
739
Auxano Advisors
Washington
$370K +$8.56K +20 +2%
EWM
740
Evercore Wealth Management
New York
$369K – – –
BCIM
741
British Columbia Investment Management
British Columbia, Canada
$368K +$352K +822 New
BC
742
Bayforest Capital
United Kingdom
$366K +$350K +818 New
WB
743
West Bancorporation
Iowa
$357K -$12K -28 -3%
PNC
744
Park National Corp
Ohio
$355K +$13.3K +31 +4%
WA
745
Wealth Alliance
New York
$354K +$339K +792 New
EWA
746
EP Wealth Advisors
California
$352K -$30.8K -72 -8%
GGA
747
Granite Group Advisors
Connecticut
$352K – – –
LI
748
LRI Investments
Florida
$351K +$80.1K +187 +31%
SI
749
Stonekeep Investments
New Mexico
$350K +$8.14K +19 +2%
MF
750
Magnetar Financial
Illinois
$347K -$3.98M -9,295 -92%
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30
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