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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1051
Miller Investment Management
Pennsylvania
$966K -$629K -18,780 -38%
WW
1052
Winnow Wealth
Texas
$961K +$1.01M +30,037 New
MFP
1053
Meridian Financial Partners
Virginia
$956K -$7.81K -233 -0.7%
NSAM
1054
North Star Asset Management
Wisconsin
$953K -$24.3K -725 -2%
IB
1055
Intrust Bank
Kansas
$950K -$241K -7,196 -19%
OCBCO
1056
Oversea-Chinese Banking Corp (OCBC)
Singapore
$950K +$65.1K +1,943 +7%
LOIP
1057
Live Oak Investment Partners
Texas
$950K +$61.7K +1,840 +6%
WAM
1058
Weiss Asset Management
Massachusetts
$946K +$1.01M +30,120 New
JCM
1059
Jacobi Capital Management
Pennsylvania
$944K -$169K -5,030 -14%
TFA
1060
Transamerica Financial Advisors
Florida
$943K +$107K +3,203 +12%
LA
1061
Lindenwold Advisors
Pennsylvania
$940K +$6.4K +191 +0.6%
RWM
1062
Revisor Wealth Management
Ohio
$936K +$114K +3,397 +12%
SRA
1063
Secured Retirement Advisors
Minnesota
$936K -$211K -6,281 -17%
DA
1064
Doliver Advisors
Texas
$933K -$28.3K -845 -3%
MNBTD
1065
Moody National Bank Trust Division
Texas
$931K -$925K -27,601 -48%
MGWM
1066
Marks Group Wealth Management
Minnesota
$914K -$932K -27,806 -49%
DFCM
1067
Dark Forest Capital Management
Puerto Rico
$911K +$972K +29,007 New
GWM
1068
Gibbs Wealth Management
Georgia
$911K -$205K -6,117 -17%
PBK
1069
Peoples Bank (Kansas)
Kansas
$907K -$226K -6,742 -19%
SW
1070
Simplicity Wealth
New Jersey
$905K -$320K -9,549 -25%
CCA
1071
Checchi Capital Advisers
California
$901K -$222K -6,610 -19%
DWM
1072
Drive Wealth Management
Utah
$901K -$94.6K -2,821 -9%
TFA
1073
Tranquilli Financial Advisor
New Jersey
$901K +$177K +5,280 +23%
WKWM
1074
Walter & Keenan Wealth Management
Indiana
$900K -$101K -3,007 -9%
PWM
1075
Palumbo Wealth Management
New York
$899K -$1.35M -40,212 -58%
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