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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Perigon Wealth Management
California
$552K +$174K +669 +50%
SMA
727
Sage Mountain Advisors
Georgia
$551K +$61.5K +237 +13%
OCAM
728
Onex Canada Asset Management
Ontario, Canada
$551K +$520K +2,002 New
CB
729
Centennial Bank
Arkansas
$551K +$519K +2,000 New
OHIS
730
Oak Harvest Investment Services
Texas
$551K +$519K +2,000 New
PL
731
Parthenon LLC
Kentucky
$551K +$519K +2,000 New
LTAS
732
Linden Thomas Advisory Services
North Carolina
$550K -$7.53K -29 -1%
HH
733
Hilltop Holdings
Texas
$550K +$11.7K +45 +2%
GSEP
734
Golden State Equity Partners
California
$548K -$200K -771 -28%
MT
735
Midwest Trust
Kansas
$548K -$8.05K -31 -2%
VCA
736
Verdence Capital Advisors
Maryland
$542K -$5.71K -22 -1%
VT
737
Volterra Technologies
New York
$541K -$1.71M -6,607 -77%
EWA
738
EP Wealth Advisors
California
$541K +$510K +1,964 New
AFG
739
Atomi Financial Group
New York
$540K +$106K +408 +26%
SFWA
740
Summit Financial Wealth Advisors
Louisiana
$539K -$61.3K -236 -11%
CIA
741
Capital Investment Advisors
Georgia
$537K +$9.6K +37 +2%
IFWM
742
Institute for Wealth Management
Colorado
$537K -$73.7K -284 -13%
MG
743
Marex Group
$536K +$182K +702 +56%
SIS
744
Sound Income Strategies
Florida
$534K +$25.7K +99 +6%
CAM
745
Carret Asset Management
New York
$528K +$260 +1 +0.1%
NBWM
746
North Berkeley Wealth Management
California
$527K – – –
DMBA
747
Deseret Mutual Benefit Administrators
Utah
$520K +$1.82K +7 +0.4%
BBHC
748
Brown Brothers Harriman & Co
New York
$514K +$179K +688 +58%
CCIA
749
Campbell & Co Investment Adviser
Maryland
$512K +$482K +1,859 New
IA
750
IFP Advisors
Florida
$510K -$85.7K -330 -15%
28 29
30
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