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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
926
Corient Capital Partners
California
$241K -$13.5K -107 -6%
OPS
927
Orion Portfolio Solutions
Nebraska
$239K +$15.7K +125 +8%
MJRIC
928
Mogy Joel R Investment Counsel
California
$238K -$18.9K -150 -8%
SC
929
SouthState Corp
Florida
$238K -$8.43K -67 -4%
MWM
930
Marietta Wealth Management
Georgia
$238K – – –
CP
931
Camelot Portfolios
Ohio
$235K -$33.2K -264 -14%
WI
932
Wedgewood Investors
Pennsylvania
$235K – – –
HAG
933
HighPoint Advisor Group
Illinois
$234K -$45.9K -365 -20%
VWM
934
Valley Wealth Managers
New Jersey
$233K -$6.29K -50 -3%
CT
935
Cambridge Trust
Massachusetts
$233K +$172K +1,365 New
HA
936
HYA Advisors
Missouri
$233K +$209K +1,663 New
NIT
937
NumerixS Investment Technologies
British Columbia, Canada
$233K +$209K +1,665 New
RWM
938
RBA Wealth Management
California
$232K -$81.5K -648 -28%
GC
939
Garde Capital
Washington
$232K +$208K +1,652 New
GDP
940
Great Diamond Partners
Maine
$231K -$24.5K -195 -11%
PCM
941
Penserra Capital Management
California
$228K -$981K -7,796 -83%
QCG
942
Quadrant Capital Group
Ohio
$228K -$207K -1,643 -50%
AGA
943
Arkos Global Advisors
Texas
$228K +$205K +1,629 New
FB
944
Fulton Bank
Pennsylvania
$227K -$16.5K -131 -7%
CFG
945
CKW Financial Group
Hawaii
$227K +$12.6K +100 +7%
SBH
946
Segall Bryant & Hamill
Illinois
$226K -$221K -1,754 -52%
MWM
947
Madison Wealth Management
Ohio
$226K +$203K +1,615 New
EF
948
Empirical Finance
Pennsylvania
$225K +$202K +1,602 New
AOWM
949
Alpha Omega Wealth Management
Virginia
$225K +$202K +1,605 New
TH
950
TCTC Holdings
Texas
$223K -$151K -1,200 -43%
36 37
38
39 40