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Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
601
Coastal Bridge Advisors
Connecticut
$385K +$2.7K +17 +0.6%
WCM
602
Washington Capital Management
Washington
$381K +$466K +2,935 New
PAG
603
Private Advisor Group
New Jersey
$369K -$160K -1,008 -26%
PWM
604
Perigon Wealth Management
California
$368K +$127K +797 +39%
MMCM
605
Murphy & Mullick Capital Management
New York
$366K -$113K -713 -20%
DWT
606
Dorsey & Whitney Trust
South Dakota
$363K -$35.2K -222 -7%
MMA
607
Mizuho Markets Americas
New York
$362K +$443K +2,789 New
GWM
608
Gibbs Wealth Management
Georgia
$362K +$442K +2,785 New
TSS
609
Two Sigma Securities
New York
$360K +$440K +2,771 New
PCP
610
Perbak Capital Partners
United Kingdom
$359K +$438K +2,762 New
VCM
611
Versant Capital Management
Arizona
$356K +$368K +2,316 +549%
GAM
612
Groupama Asset Management
France
$355K -$121K -765 -22%
JSW
613
Journey Strategic Wealth
New Jersey
$354K +$432K +2,721 New
CI
614
CX Institutional
Indiana
$346K +$99.7K +628 +31%
AA
615
Advisory Alpha
Michigan
$346K +$116K +730 +38%
PFM
616
Patton Fund Management
Texas
$346K +$422K +2,660 New
MG
617
Mather Group
Illinois
$345K +$270K +1,703 +179%
RFP
618
Root Financial Partners
California
$341K -$15.7K -99 -4%
HPC
619
HM Payson & Co
Maine
$339K +$159 +1 +0%
HNB
620
Huntington National Bank
Ohio
$339K +$117K +737 +39%
AIIMS
621
Analyst IMS Investment Management Services
Israel
$338K -$230K -1,448 -36%
PWG
622
Portside Wealth Group
Utah
$338K +$71.9K +453 +21%
AFT
623
Alpha Family Trust
California
$337K +$232K +1,460 +129%
BTI
624
Blue Trust Inc
Georgia
$337K +$102K +641 +33%
SC
625
Scotia Capital
Ontario, Canada
$335K +$81.1K +511 +25%
23 24
25
26 27