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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
926
Trust Company of Vermont
Vermont
$242K -$1.13M -8,952 -84%
PFS
927
Prospera Financial Services
Texas
$241K -$257K -2,046 -54%
CCP
928
Corient Capital Partners
California
$241K -$13.5K -107 -6%
OPS
929
Orion Portfolio Solutions
Nebraska
$239K +$15.7K +125 +8%
MJRIC
930
Mogy Joel R Investment Counsel
California
$238K -$18.9K -150 -8%
SC
931
SouthState Corp
Florida
$238K -$8.43K -67 -4%
MWM
932
Marietta Wealth Management
Georgia
$238K – – –
CP
933
Camelot Portfolios
Ohio
$235K -$33.2K -264 -14%
WI
934
Wedgewood Investors
Pennsylvania
$235K – – –
HAG
935
HighPoint Advisor Group
Illinois
$234K -$45.9K -365 -20%
VWM
936
Valley Wealth Managers
New Jersey
$233K -$6.29K -50 -3%
CT
937
Cambridge Trust
Massachusetts
$233K +$172K +1,365 New
HA
938
HYA Advisors
Missouri
$233K +$209K +1,663 New
NIT
939
NumerixS Investment Technologies
British Columbia, Canada
$233K +$209K +1,665 New
RWM
940
RBA Wealth Management
California
$232K -$81.5K -648 -28%
GC
941
Garde Capital
Washington
$232K +$208K +1,652 New
GDP
942
Great Diamond Partners
Maine
$231K -$24.5K -195 -11%
PCM
943
Penserra Capital Management
California
$228K -$981K -7,796 -83%
QCG
944
Quadrant Capital Group
Ohio
$228K -$207K -1,643 -50%
AGA
945
Arkos Global Advisors
Texas
$228K +$205K +1,629 New
FB
946
Fulton Bank
Pennsylvania
$227K -$16.5K -131 -7%
CFG
947
CKW Financial Group
Hawaii
$227K +$12.6K +100 +7%
SBH
948
Segall Bryant & Hamill
Illinois
$226K -$221K -1,754 -52%
MWM
949
Madison Wealth Management
Ohio
$226K +$203K +1,615 New
EF
950
Empirical Finance
Pennsylvania
$225K +$202K +1,602 New
36 37
38
39 40