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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
551
WhitTier Trust Company
Nevada
$615K – – –
GBT
552
Grove Bank & Trust
Florida
$611K +$513K +3,658 +669%
OWA
553
Outlook Wealth Advisors
Texas
$609K -$50.9K -363 -8%
FA
554
FDx Advisors
Illinois
$609K -$372K -2,653 -39%
FCP
555
Fidelis Capital Partners
Florida
$608K +$120K +859 +26%
SI
556
Seeds Investor
New York
$604K -$408K -2,909 -41%
FI
557
Fosun International
China
$597K +$99.8K +712 +21%
PTC
558
Private Trust Company
Ohio
$591K -$87.3K -623 -13%
PP
559
PDT Partners
New York
$589K -$1.48M -10,595 -72%
NSIM
560
North Star Investment Management
Illinois
$587K – – –
KPWS
561
Kestra Private Wealth Services
Texas
$578K -$38.3K -273 -6%
PA
562
Parallel Advisors
California
$577K +$12.9K +92 +2%
CG
563
Clifford Group
Massachusetts
$575K +$5.32K +38 +1%
RSWM
564
Robertson Stephens Wealth Management
California
$573K +$69.4K +495 +14%
QCG
565
Quadrant Capital Group
Ohio
$568K -$78.6K -561 -13%
VFA
566
Valeo Financial Advisors
Indiana
$551K +$31K +221 +6%
BPA
567
Beacon Pointe Advisors
California
$549K -$554K -3,956 -51%
WC
568
Waterloo Capital
Texas
$543K +$250K +1,785 +91%
STA
569
Summit Trail Advisors
New York
$541K +$184K +1,312 +54%
QWM
570
Quadcap Wealth Management
Texas
$537K -$87.8K -627 -14%
TAM
571
Trust Asset Management
Texas
$532K – – –
SAM
572
Sompo Asset Management
Japan
$532K +$115K +820 +29%
HCM
573
Huber Capital Management
California
$531K – – –
HT
574
Headlands Technologies
Illinois
$525K +$482K +3,443 +2,037%
XT
575
XTX Topco
Cayman Islands
$523K +$505K +3,602 New
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