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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
401
Lyell Wealth Management
California
$13.8M -$5.87K -17 -0%
AWS
402
Atria Wealth Solutions
New York
$13.7M -$1.01M -2,920 -8%
WTC
403
WhitTier Trust Company
Nevada
$13.7M -$163K -472 -1%
HAG
404
HighPoint Advisor Group
Illinois
$13.6M -$66.7K -193 -0.5%
CS
405
Candriam SCA
Luxembourg
$13.6M +$541K +1,566 +5%
CPC
406
Consolidated Planning Corp
Georgia
$13.6M -$328K -949 -3%
NIM
407
NEOS Investment Management
Connecticut
$13.5M +$3.06M +8,850 +35%
SCM
408
Shelton Capital Management
Colorado
$13.4M +$239K +693 +2%
CA
409
CSM Advisors
Pennsylvania
$13.4M -$599K -1,735 -5%
HC
410
Henshaw Capital
Massachusetts
$13.3M +$11.8M +34,060 New
BCM
411
Brookstone Capital Management
Illinois
$13.3M +$159K +460 +1%
BSA
412
Braun Stacey Associates
New York
$13.2M +$11.2M +32,449 +2,277%
AI
413
Atria Investments
North Carolina
$13.2M -$3.17M -9,193 -21%
KRS
414
Kentucky Retirement Systems
Kentucky
$13.2M -$1.06M -3,072 -8%
LA
415
LBP AM
France
$13.1M -$731K -2,117 -6%
GG
416
Greenwood Gearhart
Arkansas
$12.9M +$690K +1,998 +6%
JPWM
417
Jamison Private Wealth Management
Georgia
$12.9M +$317K +918 +3%
GAB
418
German American Bancorp
Indiana
$12.9M +$726K +2,103 +7%
AG
419
AIA Group
Hong Kong
$12.8M -$8.63K -25 -0.1%
KPWS
420
Kestra Private Wealth Services
Texas
$12.7M -$3.04M -8,815 -21%
OAC
421
OMERS Administration Corp
Ontario, Canada
$12.7M +$138K +400 +1%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6M +$182K +528 +2%
SMI
423
Shelter Mutual Insurance
Missouri
$12.6M – – –
JIR
424
James Investment Research
Ohio
$12.5M -$199K -577 -2%
LI
425
LMCG Investments
Massachusetts
$12.5M -$328K -950 -3%
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