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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
576
Clarius Group LLC
Washington
$362K -$3.82K -26 -1%
TBA
577
Tower Bridge Advisors
Pennsylvania
$360K – – –
IF
578
Insight Folios
North Carolina
$357K -$12K -82 -3%
OIA
579
OneDigital Investment Advisors
Kansas
$356K +$124K +844 +56%
BFA
580
Bill Few Associates
Pennsylvania
$356K +$10.3K +70 +3%
AIM
581
Avity Investment Management
Connecticut
$356K +$344K +2,343 New
THWM
582
Taylor Hoffman Wealth Management
Virginia
$356K – – –
CNBT
583
Canandaigua National Bank & Trust
New York
$355K +$343K +2,336 New
SCA
584
Snowden Capital Advisors
New York
$353K +$7.34K +50 +2%
CSB
585
City State Bank
Iowa
$352K – – –
FMLI
586
Fukoku Mutual Life Insurance
Japan
$351K – – –
BCV
587
Banque Cantonale Vaudoise
Switzerland
$351K – – –
WSFS
588
Wilmington Savings Fund Society
Delaware
$351K – – –
TL
589
Tradewinds LLC
North Carolina
$348K -$1.16M -7,873 -77%
CWM
590
Curi Wealth Management
North Carolina
$342K +$2.64K +18 +0.8%
KWM
591
Keebeck Wealth Management
Illinois
$339K – – –
ESCM
592
Echo Street Capital Management
New York
$339K +$327K +2,228 New
TSWM
593
Triangle Securities Wealth Management
North Carolina
$333K -$1.91K -13 -0.6%
RWM
594
Revisor Wealth Management
Ohio
$330K +$319K +2,172 New
KWM
595
Kingsview Wealth Management
Oregon
$329K -$2.5K -17 -0.8%
FTDI
596
First Trust Direct Indexing
Massachusetts
$327K +$316K +2,152 New
HIC
597
Holderness Investments Company
North Carolina
$326K +$4.99K +34 +2%
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$324K +$223K +1,521 +248%
JWCA
599
J.W. Coons Advisors
Ohio
$322K – – –
CG
600
Caprock Group
Idaho
$321K +$12.5K +85 +4%
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