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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
701
Global Retirement Partners
California
$644K +$1.07M +29,891 New
SRC
702
Sage Rhino Capital
California
$642K +$16.3K +452 +3%
OQS
703
Occudo Quantitative Strategies
Florida
$640K +$142K +3,957 +28%
GAM
704
Gotham Asset Management
New York
$635K -$1.59M -44,195 -71%
AA
705
Axiom Advisory
California
$633K – – –
FA
706
FDx Advisors
Illinois
$633K +$110K +3,050 +21%
OFA
707
Oak Family Advisors
Illinois
$632K -$172K -4,779 -21%
TMAM
708
Tokio Marine Asset Management
Japan
$632K +$146K +4,071 +30%
SCM
709
Stamina Capital Management
New York
$629K -$5.57M -155,000 -90%
ACM
710
AlphaStar Capital Management
North Carolina
$627K -$235K -6,525 -27%
FHB
711
First Hawaiian Bank
Hawaii
$627K +$63.9K +1,776 +11%
CGL
712
Clarius Group LLC
Washington
$624K – – –
CW
713
CreativeOne Wealth
Kansas
$624K +$451K +12,555 +254%
SCP
714
Stamos Capital Partners
California
$621K +$626K +17,400 New
CAM
715
Carret Asset Management
New York
$618K -$117K -3,250 -16%
GLA
716
Good Life Advisors
Pennsylvania
$617K +$177K +4,913 +40%
KFP
717
KB Financial Partners
New Jersey
$616K +$110K +3,070 +22%
EWM
718
Endowment Wealth Management
Wisconsin
$611K – – –
BCV
719
Banque Cantonale Vaudoise
Switzerland
$611K +$43.1K +1,200 +8%
FIA
720
FNY Investment Advisers
New York
$611K +$616K +17,125 New
SWA
721
SFMG Wealth Advisors
Texas
$607K +$612K +17,018 New
BCI
722
Brinker Capital Investments
Pennsylvania
$606K -$166K -4,630 -21%
AT
723
Arden Trust
Delaware
$606K +$11.7K +325 +2%
WEG
724
World Equity Group
Illinois
$606K +$610K +16,973 New
HCM
725
HGI Capital Management
New York
$604K -$11.9K -332 -2%
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