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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
926
Trust Company of Vermont
Vermont
$479K -$205K -1,234 -31%
CCM
927
Coldstream Capital Management
Washington
$478K +$458K +2,759 New
SHFA
928
SS&H Financial Advisors
Michigan
$476K – – –
FLPIM
929
F.L. Putnam Investment Management
Massachusetts
$475K -$499 -3 -0.1%
MOS
930
MGO One Seven
Ohio
$474K -$28.4K -171 -6%
BEI
931
Benjamin Edwards Inc
Missouri
$473K +$6.15K +37 +1%
JAG
932
Journey Advisory Group
Kentucky
$472K -$63.1K -380 -12%
FFN
933
Focus Financial Network
Minnesota
$471K -$2.99K -18 -0.7%
TCA
934
Transcend Capital Advisors
New Jersey
$467K +$21.8K +131 +5%
OIA
935
OneDigital Investment Advisors
Kansas
$466K +$163K +981 +57%
PA
936
Profund Advisors
Maryland
$461K +$92.2K +555 +26%
MMPW
937
Mitchell McLeod Pugh & Williams
Alabama
$461K +$8.31K +50 +2%
NFSG
938
Newbridge Financial Services Group
Florida
$460K -$70.1K -422 -14%
EWA
939
EP Wealth Advisors
California
$459K +$441K +2,652 New
LAI
940
Legal Advantage Investments
California
$459K +$440K +2,650 New
HTC
941
Haverford Trust Company
Pennsylvania
$458K -$168K -1,010 -28%
FMAEN1
942
Fund Management at Engine No 1
California
$456K +$55.7K +335 +15%
SG
943
StoneX Group
New York
$455K -$22.3K -134 -5%
FFM
944
Forum Financial Management
Illinois
$455K -$9.31K -56 -2%
ONB
945
Old National Bancorp
Indiana
$450K +$77.4K +466 +22%
LWAM
946
Legacy Wealth Asset Management
Minnesota
$450K +$8.97K +54 +2%
DPIM
947
Duff & Phelps Investment Management
Illinois
$449K – – –
OPS
948
Orion Portfolio Solutions
Nebraska
$448K +$65.1K +392 +18%
FCA
949
FLC Capital Advisors
California
$446K +$499 +3 +0.1%
RFA
950
Register Financial Advisors
Georgia
$445K +$427K +2,571 New
36 37
38
39 40