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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
626
Profund Advisors
Maryland
$852K +$123K +575 +16%
PCA
627
Purkiss Capital Advisors
Connecticut
$847K +$81K +380 +10%
CB
628
Cooke & Bieler
Pennsylvania
$843K -$17K -80 -2%
RSWM
629
Robertson Stephens Wealth Management
California
$841K -$5.97K -28 -0.7%
BHC
630
Bull Harbor Capital
Maryland
$841K +$143K +670 +19%
WJWM
631
Williams Jones Wealth Management
New York
$832K +$38.8K +182 +5%
SP
632
SIH Partners
Delaware
$826K +$873K +4,098 New
IAN
633
Integrated Advisors Network
Texas
$825K -$84.4K -396 -9%
HF
634
HRT Financial
New York
$821K +$869K +4,077 New
HP
635
Haven Private
Florida
$818K -$54.1K -254 -6%
SRA
636
Secured Retirement Advisors
Minnesota
$805K +$2.13K +10 +0.3%
CPIG
637
Chicago Partners Investment Group
Illinois
$795K +$385K +1,807 +82%
HR
638
Hardy Reed
Mississippi
$795K -$5.75K -27 -0.7%
AC
639
AlphaCore Capital
California
$793K +$219K +1,029 +35%
SW
640
SVB Wealth
Massachusetts
$789K -$231K -1,084 -22%
OIA
641
OneDigital Investment Advisors
Kansas
$788K -$86.1K -404 -9%
MC
642
Maverick Capital
Texas
$776K +$821K +3,851 New
EWA
643
EP Wealth Advisors
California
$769K -$47.7K -224 -6%
KPWS
644
Kestra Private Wealth Services
Texas
$767K -$96.3K -452 -11%
WANY
645
Wealthspire Advisors (New York)
New York
$766K +$73.5K +345 +10%
GAM
646
Groupama Asset Management
France
$763K – – –
PC
647
Port Capital
Illinois
$753K – – –
FCP
648
Fidelis Capital Partners
Florida
$752K +$17.3K +81 +2%
AT
649
Adelphi Trust
Florida
$747K +$107K +501 +16%
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$746K – – –
24 25
26
27 28