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Name Holding Trade Value Shares
Change 		Change in
Stake
QI
776
Qtron Investments
Massachusetts
$811K – – –
CPW
777
Crestmont Private Wealth
Texas
$807K +$40.1K +10 +6%
MCM
778
Manchester Capital Management
Vermont
$798K -$20.1K -5 -3%
CAG
779
Crestwood Advisors Group
Massachusetts
$791K +$12K +3 +2%
WANY
780
Wealthspire Advisors (New York)
New York
$781K -$132K -33 -15%
G
781
GenTrust
Florida
$781K +$189K +47 +35%
DWM
782
Dakota Wealth Management
Florida
$772K -$534K -133 -42%
HIA
783
Harbor Investment Advisory
Maryland
$772K -$36.1K -9 -5%
CA
784
Clearstead Advisors
Ohio
$768K +$345K +86 +92%
HT
785
Headlands Technologies
Illinois
$768K +$718K +179 New
KCM
786
Kanawha Capital Management
Virginia
$755K – – –
SFS
787
Sowell Financial Services
Arkansas
$751K -$28.1K -7 -4%
JWBC
788
J.W. Burns & Co
New York
$751K – – –
AWM
789
Apollon Wealth Management
South Carolina
$747K -$100K -25 -13%
SSWM
790
Sheets Smith Wealth Management
North Carolina
$747K -$4.01K -1 -0.6%
LIA
791
Limestone Investment Advisors
New York
$747K +$698K +174 New
FFO
792
Fiduciary Family Office
Florida
$742K -$72.2K -18 -9%
PCM
793
Polymer Capital Management
New York
$742K +$225K +56 +48%
SCP
794
Sivia Capital Partners
California
$742K +$309K +77 +80%
II
795
Impact Investors
California
$739K – – –
DAS
796
Dynamic Advisor Solutions
Arizona
$738K +$52.2K +13 +8%
BCM
797
Boreal Capital Management
Florida
$716K +$136K +34 +26%
MG
798
Mather Group
Illinois
$712K -$16K -4 -2%
CI
799
Cigna Investments
Connecticut
$708K – – –
CIA
800
Caerus Investment Advisors
Texas
$704K +$658K +164 New
30 31
32
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