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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
851
Darwin Wealth Management
Florida
$853K -$248K -2,912 -17%
AAS
852
Ameritas Advisory Services
Nebraska
$849K +$681 +8 +0.1%
BAM
853
Byrne Asset Management
New Jersey
$848K +$13.3K +156 +1%
MWM
854
Mission Wealth Management
California
$848K +$95.7K +1,124 +9%
M
855
Mirova
France
$847K -$330K -3,873 -22%
MFG
856
Merit Financial Group
Georgia
$845K -$510K -5,985 -31%
PFG
857
Peterson Financial Group
Iowa
$843K +$212K +2,488 +23%
TSW
858
Thompson Siegel & Walmsley
Virginia
$837K – – –
SA
859
Strategic Advisors
New York
$834K -$242K -2,840 -18%
NFC
860
Northeast Financial Consultants
Connecticut
$831K +$21.3K +250 +2%
DT
861
Diversified Trust
Tennessee
$828K -$89.8K -1,055 -7%
SS
862
Simplicity Solutions
Minnesota
$828K +$30.5K +358 +3%
APP
863
Avantax Planning Partners
Iowa
$826K +$65K +763 +6%
ADL
864
Asset Dedication LLC
California
$821K +$92K +1,080 +9%
QI
865
Qtron Investments
Massachusetts
$820K -$53.2K -625 -5%
WAP
866
Wealthcare Advisory Partners
Pennsylvania
$814K -$25K -294 -2%
HW
867
Hancock Whitney
Mississippi
$811K +$45.7K +537 +4%
VWA
868
V Wealth Advisors
Kansas
$801K -$73.4K -862 -6%
CI
869
Conning Inc
Connecticut
$799K -$59.3K -696 -5%
WFA
870
Wipfli Financial Advisors
Wisconsin
$799K +$1.07M +12,607 New
AG
871
Ascent Group
Virginia
$797K -$224K -2,633 -17%
5L
872
55I LLC
Massachusetts
$790K +$578K +6,789 +120%
STAS
873
Strong Tower Advisory Services
Minnesota
$788K +$21.4K +251 +2%
PM
874
Parametrica Management
Hong Kong
$782K -$527K -6,191 -33%
BFEC
875
Benjamin F. Edwards & Company
Missouri
$782K +$10K +118 +1%
33 34
35
36 37