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Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
1101
First Quadrant
California
$2.92M -$1.95M -44,361 -41%
PPW
1102
Parcion Private Wealth
Washington
$2.92M +$2.5M +57,115 +988%
CTA
1103
Chesley Taft & Associates
Illinois
$2.91M +$294K +6,705 +12%
WAM
1104
Wealthspire Advisors (Maryland)
Maryland
$2.9M +$57.4K +1,308 +2%
SL
1105
Summitry LLC
California
$2.9M +$208K +4,739 +8%
KFP
1106
Keystone Financial Planning
Ohio
$2.89M -$6.14K -140 -0.2%
HWM
1107
Hohimer Wealth Management
Washington
$2.89M -$169K -3,861 -6%
NL
1108
NWAM LLC
Washington
$2.88M +$2.71M +61,738 New
UH
1109
Unigestion Holding
Switzerland
$2.87M -$88.3K -2,014 -3%
SFO
1110
Stokes Family Office
Louisiana
$2.87M +$382K +8,707 +16%
BMM
1111
Buffington Mohr McNeal
Idaho
$2.87M +$32.8K +747 +1%
BWA
1112
BDO Wealth Advisors
Florida
$2.87M -$143K -3,265 -5%
KCM
1113
Karp Capital Management
California
$2.87M +$2.69M +61,433 New
MYLI
1114
Meiji Yasuda Life Insurance
Japan
$2.86M -$590K -13,450 -18%
CYG
1115
Clean Yield Group
Vermont
$2.85M -$204K -4,644 -7%
BAM
1116
Boyar Asset Management
New York
$2.85M +$2.94K +67 +0.1%
SIS
1117
Sound Income Strategies
Florida
$2.84M +$225K +5,126 +9%
NSIM
1118
North Star Investment Management
Illinois
$2.83M +$160K +3,650 +6%
COF
1119
Capital One Financial
Virginia
$2.81M -$50.8K -1,158 -2%
FAIM
1120
Financial Advocates Investment Management
Washington
$2.8M +$609K +13,882 +30%
HI
1121
Hudock Inc
Pennsylvania
$2.8M -$114K -2,591 -4%
DAS
1122
Dynamic Advisor Solutions
Arizona
$2.79M +$233K +5,312 +10%
AGM
1123
Alpine Global Management
New York
$2.79M +$2.63M +59,917 New
MCM
1124
Murphy Capital Management
New Jersey
$2.79M +$240K +5,477 +10%
PAM
1125
Paradigm Asset Management
New York
$2.79M -$147K -3,350 -5%
43 44
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