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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
451
HighPoint Advisor Group
Illinois
$463K +$35.3K +646 +13%
KWM
452
Kingsview Wealth Management
Oregon
$463K +$23K +421 +6%
JF
453
Jump Financial
Illinois
$462K -$1.8M -33,027 -82%
CL
454
Choreo LLC
Illinois
$458K -$7.1K -130 -2%
GM
455
GeoWealth Management
Illinois
$457K +$181K +3,320 +90%
AFW
456
Avantra Family Wealth
Pennsylvania
$451K +$377K +6,904 New
MIC
457
Meridian Investment Counsel
California
$445K – – –
CI
458
CX Institutional
Indiana
$444K -$5.62K -103 -1%
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$439K -$71.1K -1,302 -16%
ADIM
460
Alpha DNA Investment Management
Maryland
$438K +$366K +6,698 New
OAM
461
Oxford Asset Management
United Kingdom
$435K +$364K +6,663 New
CPA
462
Capital Performance Advisors
California
$433K +$79.7K +1,461 +28%
ECM
463
Evergreen Capital Management
Washington
$431K – – –
WMG
464
WESCAP Management Group
California
$428K -$5.57K -102 -2%
EH
465
Equitable Holdings
New York
$422K -$49.5K -907 -12%
CIC
466
Crawford Investment Counsel
Georgia
$420K -$600 -11 -0.2%
NFG
467
Nations Financial Group
Iowa
$414K +$1.36K +25 +0.4%
OIA
468
OneDigital Investment Advisors
Kansas
$413K -$65K -1,191 -16%
NVCHI
469
New Vernon Capital Holdings II
New Jersey
$412K – – –
AC
470
AlphaCore Capital
California
$408K – – –
FWIA
471
Fort Washington Investment Advisors
Ohio
$403K -$51.4K -942 -13%
DA
472
Denali Advisors
California
$400K +$335K +6,130 New
CPIG
473
Chicago Partners Investment Group
Illinois
$398K +$317K +5,809 New
AWM
474
Ariadne Wealth Management
California
$398K +$59K +1,081 +27%
1WM
475
1858 Wealth Management
Ohio
$396K +$3.27K +60 +1%
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