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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1051
SS&H Financial Advisors
Michigan
$1.15M – – –
TW
1052
Transform Wealth
Colorado
$1.15M -$1.1K -11 -0.1%
EC
1053
Enhancing Capital
Pennsylvania
$1.14M – – –
OTPPB
1054
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14M -$1.78M -17,879 -62%
BA
1055
Bridgewater Associates
Connecticut
$1.14M +$294K +2,950 +37%
PP
1056
PDS Planning
Ohio
$1.14M +$111K +1,113 +11%
PA
1057
Persium Advisors
Georgia
$1.14M +$54.4K +545 +5%
CCMG
1058
Clark Capital Management Group
Pennsylvania
$1.14M -$25M -251,179 -96%
TNBTD
1059
Trustmark National Bank Trust Department
Mississippi
$1.14M -$176K -1,762 -14%
BOS
1060
Bank of Stockton
California
$1.13M -$34.9K -350 -3%
ARC
1061
Advisor Resource Council
Texas
$1.13M +$1.09M +10,908 New
LIA
1062
Lynx Investment Advisory
District of Columbia
$1.13M +$816K +8,184 +317%
BSA
1063
Bull Street Advisors
Georgia
$1.13M -$9.97K -100 -0.9%
TCOO
1064
Trust Company of Oklahoma
Oklahoma
$1.13M -$39.9K -400 -4%
EH
1065
Equitable Holdings
New York
$1.12M -$62.2K -624 -6%
BAM
1066
Byrne Asset Management
New Jersey
$1.12M +$1.06M +10,627 New
A
1067
AlphaQuest
New York
$1.12M -$129K -1,296 -11%
CB
1068
Community Bank
New York
$1.11M -$104K -1,045 -9%
ANTB
1069
AMG National Trust Bank
Colorado
$1.11M +$111K +1,113 +12%
VNIM
1070
Vaughan Nelson Investment Management
Texas
$1.11M – – –
CWP
1071
CFM Wealth Partners
Texas
$1.11M +$71.8K +720 +7%
CFG
1072
Cooper Financial Group
California
$1.1M +$225K +2,252 +27%
MWM
1073
Modera Wealth Management
New Jersey
$1.1M -$42.3K -424 -4%
SFA
1074
Semmax Financial Advisors
North Carolina
$1.1M +$18.6K +187 +2%
PRP
1075
Peak Retirement Planning
Ohio
$1.1M -$76.5K -767 -7%
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