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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1026
Whalerock Point Partners
Rhode Island
$760K -$34.6K -200 -4%
PIA
1027
Perennial Investment Advisors
California
$759K +$355K +2,051 +85%
DCM
1028
Driehaus Capital Management
Illinois
$755K +$126K +727 +20%
CST
1029
Charles Schwab Trust
Nevada
$754K +$82.7K +478 +12%
JWA
1030
JFS Wealth Advisors
Pennsylvania
$752K +$50.5K +292 +7%
EA
1031
Everpar Advisors
Oklahoma
$749K -$31.2K -180 -4%
PSCM
1032
Per Stirling Capital Management
Texas
$749K +$135K +781 +22%
IWA
1033
Icon Wealth Advisors
Texas
$749K +$107K +618 +16%
FCM
1034
Fairbanks Capital Management
California
$746K -$476K -2,750 -39%
DAM
1035
Diamant Asset Management
Connecticut
$746K – – –
GAM
1036
Groupama Asset Management
France
$743K +$742K +4,288 New
BBA
1037
BLB&B Advisors
Pennsylvania
$734K +$80.8K +467 +12%
PTC
1038
Private Trust Company
Ohio
$728K +$52.4K +303 +8%
FHA
1039
Flagship Harbor Advisors
Massachusetts
$722K -$33.6K -194 -4%
APP
1040
Avantax Planning Partners
Iowa
$718K -$21.8K -126 -3%
MFWP
1041
Mosaic Family Wealth Partners
Missouri
$718K +$1.9K +11 +0.3%
WCM
1042
Weik Capital Management
Pennsylvania
$718K +$1.73K +10 +0.2%
VWM
1043
VCI Wealth Management
Missouri
$716K +$727K +4,199 New
RIG
1044
RiverFront Investment Group
Virginia
$714K +$256K +1,478 +55%
OBWG
1045
Onyx Bridge Wealth Group
New York
$712K -$10.4K -60 -1%
HW
1046
Hancock Whitney
Mississippi
$709K +$19.4K +112 +3%
BWAM
1047
Boyd Watterson Asset Management
Ohio
$709K -$18.9K -109 -3%
AIM
1048
Aigen Investment Management
New York
$707K +$717K +4,144 New
MWA
1049
Moser Wealth Advisors
Washington
$706K -$43.3K -250 -6%
RMDI
1050
R.M. Davis Inc
Maine
$700K +$186K +1,075 +36%
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