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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
776
Daymark Wealth Partners
Ohio
$431K +$183K +14,816 +76%
MCC
777
Malaga Cove Capital
California
$431K -$5.62K -454 -1%
CVA
778
Central Valley Advisors
California
$428K +$82.6K +6,680 New
CFA
779
Cahill Financial Advisors
Minnesota
$426K +$2.77K +224 +0.7%
NB
780
Northwest Bancshares
Pennsylvania
$426K – – –
AP
781
Appleton Partners
Massachusetts
$422K -$30.9K -2,500 -7%
BHWM
782
Beaird Harris Wealth Management
Texas
$421K +$12.1K +982 +3%
VSQM
783
V-Square Quantitative Management
Illinois
$420K +$24.6K +1,988 +6%
SS
784
Sunbelt Securities
Texas
$420K +$87.9K +7,107 +27%
MG
785
Mather Group
Illinois
$420K +$315K +25,443 +413%
WA
786
Waverly Advisors
Alabama
$419K +$202K +16,316 +95%
TCA
787
Transcend Capital Advisors
New Jersey
$418K -$73.9K -5,975 -15%
LFP
788
Lakeshore Financial Planning
Michigan
$418K -$2.13K -172 -0.5%
KA
789
Kovack Advisors
Florida
$417K -$46.3K -3,742 -10%
WAAG
790
Wealth Alliance Advisory Group
Kansas
$415K -$6.18K -500 -1%
TPI
791
Trust Point Inc
Wisconsin
$414K +$40.8K +3,297 +11%
WF
792
Welch & Forbes
Massachusetts
$414K -$4.95K -400 -1%
CCG
793
Coastwise Capital Group
California
$412K +$98K +7,921 +32%
RFC
794
Regions Financial Corp
Alabama
$411K +$11.7K +946 +3%
PA
795
Pinnacle Associates
New York
$411K +$3.33K +269 +0.8%
ALAM
796
Asahi Life Asset Management
Japan
$411K – – –
GM
797
GeoWealth Management
Illinois
$409K -$70.9K -5,732 -15%
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$408K -$150K -12,143 -27%
WDC
799
Woodward Diversified Capital
California
$407K -$96.5K -7,805 -19%
MCA
800
MSH Capital Advisors
Arizona
$406K -$8.71K -704 -2%
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