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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
926
WESPAC Advisors
California
$859K -$441K -1,686 -37%
WA
927
WP Advisors
California
$858K -$24.9K -95 -3%
IAS
928
Insigneo Advisory Services
Florida
$854K -$65.1K -249 -8%
MC
929
Matisse Capital
Oregon
$852K – – –
CIM
930
CIM Investment Management
Pennsylvania
$850K -$6.8K -26 -0.9%
AWM
931
Aries Wealth Management
Maine
$846K – – –
NL
932
Navalign LLC
California
$846K +$30.9K +118 +4%
PL
933
Perpetual Ltd
Australia
$846K +$115K +439 +18%
PTC
934
Private Trust Company
Ohio
$842K +$49.2K +188 +7%
TCOV
935
Trust Company of Vermont
Vermont
$841K +$27.5K +105 +4%
EB
936
Exchange Bank
California
$835K – – –
SLI
937
Sumitomo Life Insurance
Japan
$834K -$97.6K -373 -12%
LT
938
Legacy Trust
Michigan
$833K +$2.35K +9 +0.3%
MOS
939
MGO One Seven
Ohio
$829K -$29K -111 -4%
SP
940
Symmetry Partners
Connecticut
$827K – – –
NWM
941
Northcape Wealth Management
New York
$827K -$18.3K -70 -2%
KWM
942
Kingsview Wealth Management
Oregon
$826K +$11.8K +45 +2%
SHFA
943
SS&H Financial Advisors
Michigan
$824K – – –
HCM
944
Howland Capital Management
Massachusetts
$818K -$34K -130 -5%
FFM
945
Forum Financial Management
Illinois
$816K +$31.1K +119 +5%
BC
946
Bridgefront Capital
Texas
$813K +$709K +2,711 New
NW
947
NewEdge Wealth
Pennsylvania
$811K -$181K -691 -20%
FAFTFSNP
948
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$810K +$706K +2,700 New
MMPW
949
Mitchell McLeod Pugh & Williams
Alabama
$810K -$10.5K -40 -1%
ACIM
950
Azimuth Capital Investment Management
Michigan
$800K -$39.2K -150 -5%
36 37
38
39 40