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Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
551
Tower Bridge Advisors
Pennsylvania
$330K – – –
CWM
552
Connecticut Wealth Management
Connecticut
$330K +$342K +2,366 New
PA
553
Parallel Advisors
California
$327K -$9.24K -64 -3%
MOS
554
MGO One Seven
Ohio
$327K -$26.3K -182 -7%
CNBT
555
Canandaigua National Bank & Trust
New York
$326K – – –
SIA
556
Schechter Investment Advisors
Michigan
$325K +$53.7K +372 +19%
BFA
557
Bill Few Associates
Pennsylvania
$325K -$2.17K -15 -0.6%
CSB
558
City State Bank
Iowa
$324K – – –
VSQM
559
V-Square Quantitative Management
Illinois
$323K +$205K +1,418 +158%
FMLI
560
Fukoku Mutual Life Insurance
Japan
$322K – – –
DI
561
Diligent Investors
California
$322K -$334K -2,310 -50%
STA
562
Summit Trail Advisors
New York
$319K +$4.76K +33 +1%
THWM
563
Taylor Hoffman Wealth Management
Virginia
$319K -$8.37K -58 -2%
CWM
564
Curi Wealth Management
North Carolina
$313K +$144 +1 +0%
KWM
565
Keebeck Wealth Management
Illinois
$312K – – –
BSW
566
Buckingham Strategic Wealth
Missouri
$310K -$10.3K -71 -3%
TL
567
Tradewinds LLC
North Carolina
$308K -$6.35K -44 -2%
WSFS
568
Wilmington Savings Fund Society
Delaware
$307K – – –
TSS
569
Two Sigma Securities
New York
$306K +$316K +2,192 New
WI
570
Wahed Invest
New York
$304K +$26.1K +181 +9%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$303K +$5.49K +38 +2%
CA
572
Cetera Advisors
Colorado
$302K +$24.7K +171 +9%
BAM
573
Blueshift Asset Management
New Jersey
$301K +$36.8K +255 +13%
HIC
574
Holderness Investments Company
North Carolina
$300K – – –
IF
575
Insight Folios
North Carolina
$299K -$20.6K -143 -6%
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