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Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
751
Birch Hill Investment Advisors
Massachusetts
$258K +$231K +1,400 New
MG
752
Marex Group
$258K +$231K +1,396 New
CTA
753
Chesley Taft & Associates
Illinois
$257K +$2.81K +17 +1%
HBT
754
Heartland Bank & Trust
Illinois
$254K -$2.98K -18 -1%
AWM
755
AE Wealth Management
Kansas
$253K -$107K -646 -32%
KWM
756
Kingsview Wealth Management
Oregon
$247K +$222K +1,341 New
EF
757
Empirical Finance
Pennsylvania
$247K +$221K +1,339 New
SCI
758
S&CO Inc
Massachusetts
$247K – – –
GCM
759
Greenland Capital Management
New York
$246K +$220K +1,333 New
KWM
760
Keebeck Wealth Management
Illinois
$244K +$219K +1,322 New
SAM
761
Stansberry Asset Management
Texas
$243K -$58.7K -355 -21%
AGP
762
Autumn Glory Partners
Texas
$243K +$218K +1,318 New
PCP
763
Proficio Capital Partners
Massachusetts
$243K +$218K +1,317 New
SA
764
Sincerus Advisory
New York
$243K +$218K +1,317 New
BWS
765
Buck Wealth Strategies
Colorado
$240K +$215K +1,303 New
SLT
766
St Louis Trust
Missouri
$237K +$201K +1,214 New
BGDI
767
BW Gestao de Investimentos
Brazil
$236K +$211K +1,277 New
EWA
768
EP Wealth Advisors
California
$234K +$210K +1,269 New
DC
769
Davenport & Co
Virginia
$234K +$210K +1,268 New
EH
770
Equitable Holdings
New York
$234K -$118K -716 -36%
WHG
771
Westwood Holdings Group
Texas
$232K +$208K +1,257 New
AF
772
Advisornet Financial
Minnesota
$228K +$34.7K +210 +20%
RS
773
R Squared
Hong Kong
$227K -$172K -1,043 -46%
SP
774
SmartHarvest Portfolios
Washington
$226K +$202K +1,224 New
SBFM
775
S-Bank Fund Management
Finland
$225K +$202K +1,222 New
29 30
31
32 33