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Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
876
Kelman-Lazarov Inc
Tennessee
$741K -$254K -980 -24%
KJHP
877
K.J. Harrison & Partners
Ontario, Canada
$736K – – –
VSQM
878
V-Square Quantitative Management
Illinois
$735K -$34.2K -132 -4%
TCM
879
Triumph Capital Management
Colorado
$735K +$105K +405 +16%
CW
880
CreativeOne Wealth
Kansas
$732K -$21.3K -82 -3%
PMSA
881
Patrick M. Sweeney & Associates
Illinois
$732K – – –
CIA
882
Cladis Investment Advisory
Montana
$731K – – –
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$727K -$116K -449 -13%
DFC
884
DB Fitzpatrick & Co
Idaho
$727K -$91.3K -352 -11%
FW
885
FullCircle Wealth
Texas
$725K +$269K +1,039 +43%
MGIA
886
Moneta Group Investment Advisors
Missouri
$718K -$67.7K -261 -8%
PWA
887
Prairie Wealth Advisors
Nebraska
$714K – – –
CSS
888
Cubist Systematic Strategies
Connecticut
$712K +$757K +2,922 New
CFAM
889
Center For Asset Management
Florida
$712K -$5.7K -22 -0.7%
SCA
890
St. Clair Advisors
Ohio
$709K – – –
NL
891
Navalign LLC
California
$707K +$16.1K +62 +2%
SFG
892
Shum Financial Group
California
$704K +$11.4K +44 +2%
SHFA
893
SS&H Financial Advisors
Michigan
$701K – – –
JWBC
894
J.W. Burns & Co
New York
$699K -$25.9K -100 -3%
WAM
895
WFA Asset Management
Wisconsin
$696K -$8.81K -34 -1%
MC
896
Matisse Capital
Oregon
$693K – – –
UAG
897
United Advisor Group
Ohio
$691K -$18.4K -71 -2%
BIA
898
BHK Investment Advisors
Alabama
$691K -$5.18K -20 -0.7%
TCOV
899
Trust Company of Vermont
Vermont
$688K -$259 -1 -0%
JIC
900
Joel Isaacson & Co
New York
$687K +$57.8K +223 +9%
34 35
36
37 38