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Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
651
Prime Capital Investment Advisors
Kansas
$563K +$389K +14,232 +167%
LNC
652
Lincoln National Corp
Pennsylvania
$556K -$126K -4,589 -17%
NL
653
Navalign LLC
California
$556K -$151K -5,514 -20%
IWM
654
IHT Wealth Management
Illinois
$553K -$99K -3,617 -14%
CFG
655
Citizens Financial Group
Rhode Island
$549K +$5.58K +204 +0.9%
CWM
656
C2C Wealth Management
Arizona
$548K +$517K +18,907 New
TCM
657
Triumph Capital Management
Colorado
$548K +$163K +5,939 +37%
BOH
658
Bank of Hawaii
Hawaii
$547K +$4.57K +167 +0.8%
HC
659
Hourglass Capital
Texas
$547K – – –
JRP
660
Jasper Ridge Partners
California
$546K – – –
FMAEN1
661
Fund Management at Engine No 1
California
$543K +$79.5K +2,906 +15%
BG
662
Bollard Group
Massachusetts
$540K – – –
BCM
663
Bayesian Capital Management
New York
$537K +$594K +21,700 New
AWP
664
Accretive Wealth Partners
New Jersey
$536K +$17.2K +628 +3%
NW
665
Naviter Wealth
Arkansas
$535K +$46.9K +1,713 +11%
IP
666
Interval Partners
New York
$534K -$640K -23,400 -52%
ARG
667
Advisory Resource Group
Oklahoma
$531K +$45.3K +1,657 +8%
SC
668
Sepio Capital
Utah
$530K +$105K +3,832 +22%
WA
669
WP Advisors
California
$521K -$614K -22,422 -52%
VFA
670
Valeo Financial Advisors
Indiana
$520K -$730K -26,692 -56%
QOP
671
Quinn Opportunity Partners
Virginia
$519K -$4.45M -162,492 -89%
TFS
672
Thoroughbred Financial Services
Tennessee
$513K +$248K +9,068 +78%
GAM
673
Gotham Asset Management
New York
$512K +$567K +20,712 New
FNBT
674
FineMark National Bank & Trust
Florida
$510K -$4.47M -163,531 -89%
BFG
675
Beacon Financial Group
Texas
$509K +$557K +20,350 New
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