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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
601
Clarius Group LLC
Washington
$471K -$896 -8 -0.2%
SFA
602
Sequoia Financial Advisors
Ohio
$469K +$45.9K +410 +11%
CCA
603
Column Capital Advisors
Indiana
$468K -$69.1K -617 -13%
WF
604
Welch & Forbes
Massachusetts
$465K -$66.7K -596 -13%
AS
605
Altshuler Shaham
Israel
$465K -$25.2K -225 -5%
PIMJS
606
PKO Investment Management Joint-Stock
Poland
$465K +$224K +2,000 +100%
AWM
607
AE Wealth Management
Kansas
$461K -$78.1K -698 -15%
WPC
608
Wedmont Private Capital
Pennsylvania
$461K -$45.9K -410 -9%
EAMA
609
EFG Asset Management (Americas)
Florida
$451K -$32.4K -289 -7%
EB
610
Eastern Bank
Massachusetts
$446K – – –
NA
611
NewEdge Advisors
Louisiana
$446K -$267K -2,388 -38%
MA
612
Montag & Associates
Georgia
$445K -$60.9K -544 -12%
MIM
613
Marco Investment Management
Georgia
$441K – – –
IAA
614
Independent Advisor Alliance
North Carolina
$435K +$419K +3,741 New
OR
615
Olympiad Research
Connecticut
$432K +$416K +3,718 New
MYAM
616
Meiji Yasuda Asset Management
Japan
$430K -$16.8K -150 -4%
EI
617
Ellevest Inc
New York
$426K +$18.8K +168 +5%
IPW
618
Invictus Private Wealth
Colorado
$424K – – –
MOS
619
MGO One Seven
Ohio
$424K +$21.9K +196 +6%
SWP
620
Stratos Wealth Partners
Ohio
$413K -$224K -2,005 -36%
NP
621
NorthRock Partners
Minnesota
$411K -$55.9K -499 -12%
UAML
622
US Asset Management LLC
Pennsylvania
$410K -$1.79K -16 -0.5%
SPIA
623
Steward Partners Investment Advisory
New York
$407K -$45.2K -404 -10%
TPA
624
Trivium Point Advisory
Connecticut
$405K – – –
BWP
625
Baldwin Wealth Partners
Massachusetts
$401K – – –
23 24
25
26 27