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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
926
Clark Asset Management
New Hampshire
$204K +$218K +1,682 New
IIA
927
Integral Investment Advisors
California
$204K +$21.3K +165 +11%
SP
928
Symmetry Partners
Connecticut
$203K +$216K +1,671 New
OWA
929
Opal Wealth Advisors
New York
$203K -$12.9K -100 -6%
WANY
930
Wealthspire Advisors (New York)
New York
$202K -$724K -5,600 -77%
CFB
931
Cullen/Frost Bankers
Texas
$201K -$132K -1,021 -38%
OIAM
932
OFI Invest Asset Management
France
$201K +$140K +1,084 +126%
RS
933
Rakuten Securities
Japan
$194K +$93.3K +721 +82%
WPWM
934
Western Pacific Wealth Management
Illinois
$186K – – –
FIA
935
FNY Investment Advisers
New York
$182K +$194K +1,500 New
MPWT
936
MassMutual Private Wealth & Trust
Connecticut
$171K -$1.03K -8 -0.6%
SIM
937
Sentry Investment Management
Wisconsin
$168K -$322K -2,488 -64%
BTI
938
Blue Trust Inc
Georgia
$157K -$9.06K -70 -5%
LI
939
LRI Investments
Florida
$153K +$11.4K +88 +8%
GITFIT
940
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$152K – – –
QL
941
Quarry LP
New York
$147K -$48.1K -372 -23%
ADL
942
Asset Dedication LLC
California
$147K -$17.7K -137 -10%
JFG
943
JDM Financial Group
Texas
$145K – – –
HWM
944
HighMark Wealth Management
Minnesota
$145K +$647 +5 +0.4%
BT
945
Banque Transatlantique
France
$143K +$517 +4 +0.3%
OL
946
OneFund LLC
Florida
$141K +$5.04K +39 +3%
TWD
947
True Wealth Design
Ohio
$141K +$72.8K +563 +95%
KB
948
Kimelman & Baird
New York
$140K +$149K +1,149 New
DWS
949
Dynamic Wealth Strategies
California
$139K – – –
OFG
950
Omega Financial Group
California
$139K +$148K +1,143 New
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