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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
576
Parallel Advisors
California
$365K +$34.5K +235 +11%
GT
577
Greenleaf Trust
Michigan
$362K +$3.96K +27 +1%
CGL
578
Clarius Group LLC
Washington
$362K -$3.82K -26 -1%
TBA
579
Tower Bridge Advisors
Pennsylvania
$360K – – –
IF
580
Insight Folios
North Carolina
$357K -$12K -82 -3%
OIA
581
OneDigital Investment Advisors
Kansas
$356K +$124K +844 +56%
BFA
582
Bill Few Associates
Pennsylvania
$356K +$10.3K +70 +3%
AIM
583
Avity Investment Management
Connecticut
$356K +$344K +2,343 New
THWM
584
Taylor Hoffman Wealth Management
Virginia
$356K – – –
CNBT
585
Canandaigua National Bank & Trust
New York
$355K +$343K +2,336 New
SCA
586
Snowden Capital Advisors
New York
$353K +$7.34K +50 +2%
CSB
587
City State Bank
Iowa
$352K – – –
FMLI
588
Fukoku Mutual Life Insurance
Japan
$351K – – –
BCV
589
Banque Cantonale Vaudoise
Switzerland
$351K – – –
WSFS
590
Wilmington Savings Fund Society
Delaware
$351K – – –
TL
591
Tradewinds LLC
North Carolina
$348K -$1.16M -7,873 -77%
CWM
592
Curi Wealth Management
North Carolina
$342K +$2.64K +18 +0.8%
KWM
593
Keebeck Wealth Management
Illinois
$339K – – –
ESCM
594
Echo Street Capital Management
New York
$339K +$327K +2,228 New
TSWM
595
Triangle Securities Wealth Management
North Carolina
$333K -$1.91K -13 -0.6%
RWM
596
Revisor Wealth Management
Ohio
$330K +$319K +2,172 New
KWM
597
Kingsview Wealth Management
Oregon
$329K -$2.5K -17 -0.8%
FTDI
598
First Trust Direct Indexing
Massachusetts
$327K +$316K +2,152 New
HIC
599
Holderness Investments Company
North Carolina
$326K +$4.99K +34 +2%
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$324K +$223K +1,521 +248%
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