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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Avior Wealth Management
Nebraska
$489K +$148K +337 +45%
WSFS
477
Wilmington Savings Fund Society
Delaware
$489K +$2.63K +6 +0.6%
AAS
478
Avantax Advisory Services
Texas
$482K -$876 -2 -0.2%
NO
479
Ninety One
South Africa
$478K – – –
BP
480
Ballentine Partners
Massachusetts
$473K +$26.3K +60 +6%
BAM
481
Belpointe Asset Management
Nevada
$473K +$118K +269 +34%
LA
482
Lindenwold Advisors
Pennsylvania
$464K -$3.5K -8 -0.8%
DAS
483
Diversify Advisory Services
Utah
$462K +$546K +1,246 New
LI
484
LMCG Investments
Massachusetts
$462K -$10.5K -24 -2%
WB
485
WesBanco Bank
West Virginia
$460K – – –
HWM
486
HB Wealth Management
Georgia
$459K -$175K -400 -28%
DSAM
487
Dock Street Asset Management
Florida
$457K -$594K -1,356 -57%
ATS
488
Ashton Thomas Securities
New York
$454K -$3.94K -9 -0.9%
BHIA
489
Birch Hill Investment Advisors
Massachusetts
$453K -$37.7K -86 -8%
AWM
490
Apollon Wealth Management
South Carolina
$443K -$41.2K -94 -9%
PIM
491
Provident Investment Management
Michigan
$442K -$41.2K -94 -9%
MAS
492
Meeder Advisory Services
Ohio
$442K +$20.6K +47 +5%
HWMG
493
Hurlow Wealth Management Group
Indiana
$442K – – –
MFS
494
Mirabella Financial Services
United Kingdom
$441K -$1.1M -2,522 -72%
EF
495
Empirical Finance
Pennsylvania
$439K +$4.82K +11 +1%
SLA
496
Silver Lake Advisory
Utah
$439K – – –
SYBT
497
Stock Yards Bank & Trust
Kentucky
$437K – – –
ACM
498
Andina Capital Management
Utah
$432K +$25.4K +58 +6%
AR
499
Apeiron RIA
Texas
$430K +$7.45K +17 +2%
MA
500
Mutual Advisors
Nebraska
$427K +$45.1K +103 +11%
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