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Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1476
XML Financial
Maryland
$215K -$3.57K -49 -2%
MGAM
1477
McGowan Group Asset Management
Texas
$215K – – –
SDWMA
1478
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K -$25.4K -348 -11%
NAS
1479
Nicolet Advisory Services
Wisconsin
$214K -$8.6K -118 -4%
CPO
1480
Cerity Partners OCIO
New York
$214K +$216K +2,963 New
EWM
1481
Endowment Wealth Management
Wisconsin
$214K +$216K +2,966 New
TA
1482
Tectonic Advisors
Texas
$213K +$215K +2,948 New
MSFS
1483
Main Street Financial Solutions
Pennsylvania
$212K -$25.4K -349 -11%
PFWA
1484
Paces Ferry Wealth Advisors
Georgia
$212K -$12.8K -175 -6%
AAM
1485
Autus Asset Management
Arizona
$212K +$215K +2,945 New
CL
1486
Choreo LLC
Illinois
$211K -$3.79K -52 -2%
DAC
1487
Dividend Assets Capital
South Carolina
$211K – – –
CPIG
1488
Chicago Partners Investment Group
Illinois
$211K +$168K +2,309 New
ZIC
1489
ZWJ Investment Counsel
Georgia
$211K +$213K +2,917 New
PA
1490
PFG Advisors
Arizona
$211K +$213K +2,921 New
EWS
1491
Evergreen Wealth Solutions
Pennsylvania
$211K +$213K +2,930 New
IA
1492
IFG Advisory
Georgia
$211K +$214K +2,935 New
WIA
1493
World Investment Advisors
California
$210K +$166K +2,283 New
EFM
1494
E Fund Management
China
$210K +$212K +2,916 New
ATC
1495
Adirondack Trust Company
New York
$209K – – –
CFA
1496
Camarda Financial Advisors
Florida
$209K +$211K +2,896 New
SC
1497
Schulhoff & Co
Ohio
$209K +$211K +2,898 New
ACM
1498
Advisors Capital Management
New Jersey
$208K +$209K +2,875 New
TA
1499
TruWealth Advisors
Louisiana
$208K +$210K +2,876 New
WCA
1500
Westover Capital Advisors
Delaware
$208K +$210K +2,888 New
58 59
60
61 62