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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
MT
701
Midwest Trust
Kansas
$477K -$156K -915 -31%
EWA
702
EverSource Wealth Advisors
Alabama
$476K +$65.9K +386 +24%
VA
703
VestGen Advisors
Illinois
$470K +$340K +1,991 New
HH
704
Hilltop Holdings
Texas
$460K +$25.4K +149 +8%
UB
705
UMB Bank
Missouri
$460K +$67.6K +396 +25%
HSA
706
HBK Sorce Advisory
Pennsylvania
$459K +$5.97K +35 +2%
VCA
707
Verdence Capital Advisors
Maryland
$459K -$278K -1,630 -45%
TC
708
Tairen Capital
Hong Kong
$458K -$4.79M -28,060 -94%
AIP
709
Ameritas Investment Partners
Nebraska
$458K -$10.9K -64 -3%
FRA
710
Frank Rimerman Advisors
California
$456K +$329K +1,930 New
YCG
711
Yeomans Consulting Group
Georgia
$453K +$301K +1,764 New
CAM
712
Carret Asset Management
New York
$453K – – –
VAS
713
Vestmark Advisory Solutions
Massachusetts
$452K -$92K -539 -22%
NBWM
714
North Berkeley Wealth Management
California
$452K -$46.3K -271 -12%
CIA
715
Capital Investment Advisors
Georgia
$452K -$35.2K -206 -10%
DMBA
716
Deseret Mutual Benefit Administrators
Utah
$444K -$67.8K -397 -17%
MFIM
717
Mesirow Financial Investment Management
Illinois
$444K +$321K +1,880 New
SCP
718
Sivia Capital Partners
California
$440K +$8.02K +47 +3%
RFA
719
Rollins Financial Advisors
New York
$438K +$316K +1,854 New
PWMAG
720
Pinnacle Wealth Management Advisory Group
New Jersey
$437K -$4.95K -29 -2%
KWM
721
Kingsview Wealth Management
Oregon
$433K -$16.2K -95 -5%
SWP
722
Sagespring Wealth Partners
Tennessee
$430K +$33.5K +196 +12%
APW
723
Aventura Private Wealth
Florida
$429K – – –
OWA
724
One Wealth Advisors
California
$428K +$310K +1,815 New
CM
725
Capula Management
Cayman Islands
$422K +$305K +1,786 New
27 28
29
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