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Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
701
Wilmington Savings Fund Society
Delaware
$810K +$15.8K +5 +2%
PL
702
Perpetual Ltd
Australia
$810K +$421K +133 +111%
LWANC
703
Laurel Wealth Advisors (North Carolina)
North Carolina
$807K – – –
BOH
704
Bank of Hawaii
Hawaii
$801K -$12.7K -4 -2%
CCIA
705
Campbell & Co Investment Adviser
Maryland
$801K +$475K +150 +150%
BA
706
Bellwether Advisors
Nebraska
$801K +$792K +250 New
MSA
707
MUFG Securities Americas
New York
$801K +$792K +250 New
FTWA
708
Fifth Third Wealth Advisors
Ohio
$797K +$285K +90 +57%
CIM
709
Contravisory Investment Management
Massachusetts
$788K -$28.5K -9 -4%
NIM
710
NEOS Investment Management
Connecticut
$781K -$3.17K -1 -0.4%
CGL
711
Clarius Group LLC
Washington
$781K +$3.17K +1 +0.4%
LSAG
712
Lake Street Advisors Group
New Hampshire
$781K +$12.7K +4 +2%
KLCM
713
KG&L Capital Management
Louisiana
$781K +$34.8K +11 +5%
VWM
714
Venturi Wealth Management
Texas
$778K +$3.17K +1 +0.4%
NWAG
715
Net Worth Advisory Group
Utah
$777K -$9.5K -3 -1%
SL
716
SFM LLC
New Hampshire
$772K +$28.5K +9 +4%
TGAM
717
TBH Global Asset Management
Tennessee
$765K – – –
P
718
&Partners
Tennessee
$763K +$190K +60 +34%
AG
719
AlTi Global
New York
$759K – – –
SMG
720
Smart Money Group
Texas
$752K +$34.8K +11 +5%
VT
721
Vise Technologies
New York
$752K +$310K +98 +72%
GCP
722
GSA Capital Partners
United Kingdom
$752K +$744K +235 New
GWP
723
Gen-Wealth Partners
Michigan
$749K +$171K +54 +30%
WPC
724
Wedmont Private Capital
Pennsylvania
$745K +$19K +6 +3%
HI
725
Horizon Investments
North Carolina
$740K – – –
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