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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
776
MGO One Seven
Ohio
$1.62M -$70.9K -688 -4%
SACTSONJ
777
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M – – –
SM
778
SG3 Management
Puerto Rico
$1.62M +$1.85M +18,000 New
S
779
SignatureFD
Georgia
$1.61M +$43.4K +421 +2%
RG
780
Retirement Group
California
$1.61M +$299K +2,900 +19%
IMOV
781
Investment Management of Virginia
Virginia
$1.6M -$33.5K -325 -2%
RPC
782
Rossmore Private Capital
Connecticut
$1.6M +$85K +825 +5%
GP
783
Greenline Partners
New York
$1.59M -$227K -2,206 -11%
GWMI
784
Guardian Wealth Management (Illinois)
Illinois
$1.59M +$136K +1,321 +8%
MP
785
McDonald Partners
Ohio
$1.59M -$90.6K -879 -5%
MIAN
786
Mariner Independent Advisor Network
Kansas
$1.59M +$25.6K +248 +1%
PFO
787
Pathstone Family Office
New Jersey
$1.58M +$1.13M +10,977 +165%
TC
788
TwinBeech Capital
New York
$1.57M +$1.81M +17,536 New
BC
789
Bartlett & Co
Ohio
$1.57M +$2.37K +23 +0.1%
BCWM
790
Bartlett & Co Wealth Management
Ohio
$1.57M +$2.37K +23 +0.1%
GCS
791
Gordian Capital (Singapore)
Singapore
$1.57M – – –
LNWWM
792
Laird Norton Wetherby Wealth Management
California
$1.57M +$447K +4,338 +33%
CAM
793
Cubic Asset Management
Massachusetts
$1.57M -$33.5K -325 -2%
CIA
794
Capital Investment Advisors
Georgia
$1.57M +$217K +2,109 +14%
QI
795
Qtron Investments
Massachusetts
$1.57M -$145K -1,408 -7%
FFM
796
Forum Financial Management
Illinois
$1.54M +$14.7K +143 +0.8%
AF
797
Allworth Financial
California
$1.54M -$446K -4,333 -20%
ISL
798
Ingalls & Snyder LLC
New York
$1.52M – – –
BAAM
799
Baker Avenue Asset Management
California
$1.52M +$1.74M +16,909 New
SS
800
Simplicity Solutions
Minnesota
$1.52M +$802K +7,788 +86%
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