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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
951
Matisse Capital
Oregon
$719K – – –
WIM
952
WealthPlan Investment Management
Nebraska
$717K -$24.6K -97 -3%
NW
953
NewEdge Wealth
Pennsylvania
$715K +$143K +561 +25%
ACIM
954
Azimuth Capital Investment Management
Michigan
$713K – – –
SG
955
StoneX Group
New York
$711K +$78.5K +309 +12%
LT
956
Legacy Trust
Michigan
$705K -$13.7K -54 -2%
EB
957
Exchange Bank
California
$705K – – –
BCPWM
958
Bradley & Co Private Wealth Management
Florida
$700K -$140K -550 -17%
SP
959
Symmetry Partners
Connecticut
$699K – – –
HA
960
Herold Advisors
New York
$698K -$38.1K -150 -5%
NWM
961
Northcape Wealth Management
New York
$697K – – –
MC
962
Machina Capital
France
$697K -$693K -2,728 -50%
SHFA
963
SS&H Financial Advisors
Michigan
$696K – – –
MMPW
964
Mitchell McLeod Pugh & Williams
Alabama
$693K +$254 +1 +0%
AFG
965
ABLE Financial Group
Arizona
$693K -$16.8K -66 -2%
TCOV
966
Trust Company of Vermont
Vermont
$690K +$52.8K +208 +8%
GVAG
967
Great Valley Advisor Group
Delaware
$683K +$508 +2 +0.1%
FAF
968
Fjarde Ap-fonden
Sweden
$683K +$686K +2,700 New
CA
969
Clearstead Advisors
Ohio
$682K +$19.1K +75 +3%
SOS
970
Silver Oak Securities
Tennessee
$682K +$73.2K +288 +12%
SCM
971
Sterneck Capital Management
Missouri
$678K -$2.79K -11 -0.4%
QCG
972
Quadrant Capital Group
Ohio
$678K +$45.5K +179 +7%
JIP
973
Jaffetilchin Investment Partners
Florida
$676K +$103K +406 +18%
MSAM
974
Moloney Securities Asset Management
Missouri
$676K +$29.2K +115 +4%
CWS
975
Confluence Wealth Services
Pennsylvania
$675K -$161K -634 -19%
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