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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
551
Ancora Advisors
Ohio
$281K -$51.1K -400 -14%
XT
552
XTX Topco
Cayman Islands
$276K -$872K -6,829 -74%
MG
553
Mather Group
Illinois
$276K +$302K +2,366 New
TBA
554
Tower Bridge Advisors
Pennsylvania
$276K – – –
HIA
555
Harbor Investment Advisory
Maryland
$275K -$2.04K -16 -0.7%
IF
556
Insight Folios
North Carolina
$275K +$19.7K +154 +7%
DAS
557
Dynamic Advisor Solutions
Arizona
$271K -$2.94K -23 -1%
CSB
558
City State Bank
Iowa
$270K – – –
BCV
559
Banque Cantonale Vaudoise
Switzerland
$269K – – –
FMLI
560
Fukoku Mutual Life Insurance
Japan
$269K – – –
BFA
561
Bill Few Associates
Pennsylvania
$265K – – –
CGL
562
Clarius Group LLC
Washington
$264K +$6.64K +52 +2%
LNC
563
Lincoln National Corp
Pennsylvania
$264K +$15.8K +124 +6%
QCG
564
Quadrant Capital Group
Ohio
$263K +$48.5K +380 +20%
TL
565
Tradewinds LLC
North Carolina
$261K +$8.55K +67 +3%
KWM
566
Keebeck Wealth Management
Illinois
$260K – – –
CWM
567
Curi Wealth Management
North Carolina
$260K +$284K +2,228 New
TSWM
568
Triangle Securities Wealth Management
North Carolina
$258K +$24.9K +195 +10%
PWS
569
Precision Wealth Strategies
Missouri
$257K -$29.7K -233 -10%
SCA
570
Snowden Capital Advisors
New York
$257K +$5.87K +46 +2%
PTC
571
Private Trust Company
Ohio
$256K +$69.8K +547 +33%
TPCW
572
TD Private Client Wealth
New York
$255K -$1.79K -14 -0.6%
CWM
573
CIBC World Markets
New York
$254K -$1.01M -7,886 -78%
KWM
574
Kingsview Wealth Management
Oregon
$253K +$30K +235 +12%
MFG
575
Merit Financial Group
Georgia
$253K +$39.1K +306 +16%
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