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Name Holding Trade Value Shares
Change 		Change in
Stake
XS
526
XR Securities
Illinois
$487K +$440K +13,339 New
CLOS
527
Compagnie Lombard Odier SCmA
Switzerland
$474K -$165K -5,000 -28%
CCP
528
Corient Capital Partners
California
$471K +$102K +3,101 +32%
CI
529
Cigna Investments
Connecticut
$470K -$133K -4,029 -24%
BCM
530
Bienville Capital Management
New York
$470K – – –
BOH
531
Bank of Hawaii
Hawaii
$470K +$426K +12,892 New
GIM
532
Grassi Investment Management
California
$467K +$205K +6,200 +94%
ZB
533
Zions Bancorporation
Utah
$463K -$28K -847 -6%
JRP
534
Jasper Ridge Partners
California
$463K +$419K +12,702 New
SFS
535
Sowell Financial Services
Arkansas
$462K +$61.9K +1,876 +17%
MIAN
536
Mariner Independent Advisor Network
Kansas
$460K +$4.69K +142 +1%
SPIA
537
Steward Partners Investment Advisory
New York
$458K -$157K -4,764 -27%
NFG
538
Next Financial Group
Texas
$448K +$406K +12,288 New
CP
539
Covenant Partners
Tennessee
$444K -$92.8K -2,812 -19%
TC
540
Tatro Capital
Kentucky
$444K +$402K +12,175 New
SW
541
SkyOak Wealth
Michigan
$438K -$561 -17 -0.1%
SIC
542
Samalin Investment Counsel
New York
$432K -$13.2K -400 -3%
RG
543
Rathbones Group
United Kingdom
$429K +$1.22K +37 +0.3%
LWM
544
Lyell Wealth Management
California
$425K +$385K +11,650 New
CPC
545
Cookson Peirce & Co
Pennsylvania
$424K +$384K +11,624 New
AWM
546
Avitas Wealth Management
California
$421K +$18.8K +570 +5%
ACM
547
AlphaCrest Capital Management
New York
$420K +$380K +11,500 New
SF
548
Synovus Financial
Georgia
$419K +$335K +10,146 +715%
MAM
549
Meeder Asset Management
Ohio
$417K -$415K -12,570 -52%
BCA
550
Bray Capital Advisors
Florida
$415K +$376K +11,385 New
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