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TOST

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
501
Norden Group
Utah
$319K -$32.5K -902 -9%
MFG
502
Menard Financial Group
Texas
$314K – – –
WMP
503
Wealth Management Partners
Arizona
$312K +$89.5K +2,483 +39%
GC
504
Granville Capital
North Carolina
$304K +$308K +8,553 New
SAM
505
Secure Asset Management
Michigan
$304K +$34.1K +947 +12%
AG
506
AlTi Global
New York
$303K +$92.2K +2,558 +43%
WP
507
Woodline Partners
California
$300K +$305K +8,458 New
TVPW
508
Third View Private Wealth
Connecticut
$300K +$304K +8,436 New
TB
509
Terril Brothers
Missouri
$295K +$300K +8,320 New
VIM
510
Vinva Investment Management
Australia
$295K -$670K -18,579 -70%
PS
511
Principal Securities
Iowa
$295K +$40.7K +1,130 +16%
RCM
512
RMR Capital Management
California
$294K – – –
IC
513
Inscription Capital
Texas
$294K -$107K -2,968 -26%
UM
514
UniSuper Management
Australia
$291K – – –
GWM
515
Geneos Wealth Management
Colorado
$291K +$72.1K +2,000 +32%
FAOAI
516
Fund Advisors of America Inc
Florida
$290K +$294K +8,160 New
RWM
517
Ritholtz Wealth Management
New York
$289K +$5.95K +165 +2%
BBES
518
Buffalo Business & Estate Services
New York
$288K +$293K +8,121 New
VFA
519
Valeo Financial Advisors
Indiana
$285K +$75.9K +2,105 +36%
FFA
520
Farther Finance Advisors
California
$283K +$111K +3,078 +63%
VCP
521
Verus Capital Partners
Arizona
$281K +$70K +1,942 +32%
BWM
522
Bosman Wealth Management
California
$280K -$1.58M -43,749 -85%
CG
523
Caprock Group
Idaho
$279K -$12.2K -338 -4%
BBHC
524
Brown Brothers Harriman & Co
New York
$278K – – –
ASN
525
Advisory Services Network
Georgia
$277K -$304K -8,442 -52%
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