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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
801
Rock Creek Group
District of Columbia
$361K +$153K +1,173 +78%
CFG
802
Cooper Financial Group
California
$357K +$49.8K +382 +17%
FHA
803
First Horizon Advisors
Tennessee
$357K +$72.3K +554 +26%
PAG
804
Private Advisory Group
Washington
$355K -$1.44K -11 -0.4%
SG
805
StoneX Group
New York
$351K -$2.35K -18 -0.7%
HS
806
HighVista Strategies
Massachusetts
$348K +$338K +2,588 New
ISWM
807
Independent Solutions Wealth Management
New York
$348K -$177K -1,356 -34%
EWM
808
Evercore Wealth Management
New York
$342K – – –
PGFC
809
Peapack-Gladstone Financial Corp
New Jersey
$341K +$19.7K +151 +6%
BIP
810
Blueprint Investment Partners
North Carolina
$341K +$120K +920 +57%
SEA
811
Stegent Equity Advisors
Texas
$340K – – –
FT
812
Fiduciary Trust
Massachusetts
$340K +$330K +2,526 New
HWM
813
HB Wealth Management
Georgia
$338K +$328K +2,515 New
IFO
814
Independent Family Office
New York
$336K – – –
SVCP
815
Silicon Valley Capital Partners
California
$336K – – –
NIMI
816
Natixis Investment Managers International
France
$330K -$243K -1,865 -43%
WTA
817
Washington Trust Advisors
Massachusetts
$330K -$391 -3 -0.1%
QC
818
Quent Capital
New York
$330K +$23.9K +183 +8%
MMPW
819
Mitchell McLeod Pugh & Williams
Alabama
$330K +$320K +2,450 New
LIM
820
Lancaster Investment Management
United Kingdom
$329K -$518K -3,971 -62%
CRCM
821
Corbett Road Capital Management
Virginia
$329K +$319K +2,444 New
BEI
822
Benjamin Edwards Inc
Missouri
$327K – – –
DMBA
823
Deseret Mutual Benefit Administrators
Utah
$325K +$18.1K +139 +6%
GA
824
Geller Advisors
New York
$320K -$6.65K -51 -2%
ASFA
825
All Season Financial Advisors
Colorado
$320K +$311K +2,381 New
31 32
33
34 35