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Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
926
SYSTM Wealth Solutions
Illinois
$4.86M -$3.57M -72,650 -44%
BC
927
Burney Company
Virginia
$4.85M +$338K +6,862 +8%
BCFS
928
Butensky & Cohen Financial Security
Florida
$4.83M -$161K -3,266 -3%
FTDI
929
First Trust Direct Indexing
Massachusetts
$4.82M +$76.2K +1,550 +2%
PAM
930
Private Asset Management
California
$4.82M -$1.05M -21,406 -19%
LOAME
931
Lombard Odier Asset Management (Europe)
United Kingdom
$4.79M +$882K +17,933 +24%
FCH
932
Freestone Capital Holdings
Washington
$4.79M -$105K -2,132 -2%
1SB
933
1ST Source Bank
Indiana
$4.78M -$223K -4,526 -5%
SIA
934
Strategic Investment Advisors
Michigan
$4.77M +$731K +14,867 +19%
LNC
935
Lincoln National Corp
Pennsylvania
$4.77M +$222K +4,520 +5%
GWM
936
Greenwich Wealth Management
Connecticut
$4.74M -$17.3K -352 -0.4%
AC
937
Annandale Capital
Texas
$4.73M – – –
M1FG
938
Mach-1 Financial Group
Arkansas
$4.71M +$4.32M +87,907 +2,742%
CCG
939
Cypress Capital Group
Florida
$4.71M +$312K +6,346 +7%
MGIA
940
Matthew Goff Investment Advisor
Texas
$4.71M +$19.2K +390 +0.4%
ADIM
941
Alpha DNA Investment Management
Maryland
$4.71M -$994K -20,209 -18%
IAA
942
Independent Advisor Alliance
North Carolina
$4.68M +$199K +4,053 +5%
MNBTD
943
Moody National Bank Trust Division
Texas
$4.67M +$105K +2,133 +2%
GHAM
944
Gilman Hill Asset Management
Connecticut
$4.64M +$91.8K +1,867 +2%
CSUI
945
Cincinnati Specialty Underwriters Insurance
Ohio
$4.63M – – –
ACG
946
Allen Capital Group
Nebraska
$4.62M +$26.2K +532 +0.6%
ADL
947
Asset Dedication LLC
California
$4.62M +$110K +2,245 +3%
SAMC
948
Spectrum Asset Management (California)
California
$4.61M -$328K -6,670 -7%
TI
949
tru Independence
Oregon
$4.6M +$125K +2,543 +3%
SA
950
Shilanski & Associates
Alaska
$4.6M +$91.4K +1,859 +2%
36 37
38
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