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Biogen
BIIB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
701
Osborne Partners Capital Management
California
$355K – – –
LNC
702
Lincoln National Corp
Pennsylvania
$354K -$96.7K -375 -21%
JFA
703
JNBA Financial Advisors
Minnesota
$352K -$16.8K -65 -4%
HNB
704
Huntington National Bank
Ohio
$348K -$1.55K -6 -0.4%
OPS
705
Orion Portfolio Solutions
Nebraska
$345K -$4.39K -17 -1%
PFBT
706
Parkside Financial Bank & Trust
Missouri
$345K +$3.35K +13 +0.9%
ACG
707
Allen Capital Group
Nebraska
$345K +$363K +1,408 New
CPC
708
Congress Park Capital
New York
$343K +$361K +1,400 New
EP
709
Eudaimonia Partners
Tennessee
$341K +$3.35K +13 +0.9%
FTDI
710
First Trust Direct Indexing
Massachusetts
$339K +$357K +1,384 New
RCS
711
Retirement Capital Strategies
California
$338K – – –
AC
712
Alexandria Capital
Virginia
$338K +$516 +2 +0.1%
AA
713
Ancora Advisors
Ohio
$336K -$11.6K -45 -3%
GC
714
Grace Capital
Massachusetts
$331K – – –
BTW
715
Boston Trust Walden
Massachusetts
$330K +$5.16K +20 +2%
WANY
716
Wealthspire Advisors (New York)
New York
$330K +$12.4K +48 +4%
MFA
717
Mayflower Financial Advisors
Massachusetts
$330K +$347K +1,347 New
IAA
718
Independent Advisor Alliance
North Carolina
$324K +$97.3K +377 +40%
PF
719
Phoenix Financial
Israel
$323K -$1.91M -7,416 -85%
AWE
720
Avidian Wealth Enterprises
Texas
$322K +$339K +1,315 New
AIA
721
Avalon Investment & Advisory
Texas
$321K +$17.8K +69 +6%
CT
722
Caldwell Trust
Florida
$320K -$5.93K -23 -2%
TCM
723
Tributary Capital Management
Nebraska
$320K -$11.6K -45 -3%
SWA
724
Stratos Wealth Advisors
Ohio
$320K +$109K +422 +48%
SIA
725
SkyView Investment Advisors
New Jersey
$320K +$337K +1,306 New
27 28
29
30 31