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Teradyne
TER

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
676
Essex Financial Services
Connecticut
$403K +$60.9K +355 +21%
AU
677
AlphaGrep UK
$399K +$354K +2,062 New
BAAM
678
Baker Avenue Asset Management
California
$399K -$17.8K -104 -5%
TC
679
TwinBeech Capital
New York
$399K +$353K +2,059 New
CWP
680
Cyndeo Wealth Partners
Florida
$395K +$29.9K +174 +9%
FWM
681
Focused Wealth Management
New York
$392K -$7.38K -43 -2%
IA
682
IFG Advisors
Missouri
$391K – – –
IAA
683
Independent Advisor Alliance
North Carolina
$388K +$344K +2,003 New
EFI
684
EHP Funds Inc
Canada
$387K -$175K -1,019 -34%
FLC
685
Fifth Lane Capital
Texas
$387K +$343K +2,000 New
HIP
686
HUB Investment Partners
Texas
$386K +$18.4K +107 +6%
SPM
687
Symmetry Peak Management
Pennsylvania
$385K +$341K +1,990 New
CBA
688
Coastal Bridge Advisors
Connecticut
$377K -$87.5K -510 -21%
SWP
689
Sagespring Wealth Partners
Tennessee
$376K +$74.6K +435 +29%
S
690
Storgate
Texas
$375K +$333K +1,938 New
LA
691
Lifeworks Advisors
Michigan
$371K – – –
SB
692
Sunflower Bank
Texas
$371K – – –
JFG
693
Jefferies Financial Group
New York
$371K +$329K +1,918 New
IF
694
IRON Financial
Illinois
$371K -$2.57K -15 -0.8%
ZBNA
695
Zions Bancorporation, National Association
Utah
$369K +$17.5K +102 +6%
BBHC
696
Brown Brothers Harriman & Co
New York
$358K +$220K +1,282 +226%
MWM
697
Meridian Wealth Management
Kentucky
$357K +$45.3K +264 +17%
LCM
698
Landscape Capital Management
New Jersey
$356K +$315K +1,838 New
CAG
699
Crestwood Advisors Group
Massachusetts
$354K -$134K -781 -30%
BP
700
Ballentine Partners
Massachusetts
$354K +$3.95K +23 +1%
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