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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1026
Marble Harbor Investment Counsel
Massachusetts
$645K – – –
NFG
1027
Nations Financial Group
Iowa
$643K -$31.7K -121 -5%
KA
1028
Kintegral Advisory
New York
$643K -$181K -692 -24%
BEI
1029
Benjamin Edwards Inc
Missouri
$643K -$350K -1,339 -38%
NRS
1030
Neville Rodie & Shaw
New York
$643K – – –
CTA
1031
Chesley Taft & Associates
Illinois
$640K -$35.3K -135 -6%
SAM
1032
Silvercrest Asset Management
New York
$639K -$10.5K -40 -2%
FCA
1033
FLC Capital Advisors
California
$636K – – –
VSQM
1034
V-Square Quantitative Management
Illinois
$633K +$24.6K +94 +5%
CPC
1035
Cookson Peirce & Co
Pennsylvania
$632K +$551K +2,108 New
AWE
1036
Avidian Wealth Enterprises
Texas
$631K +$16K +61 +3%
SG
1037
StoneX Group
New York
$631K -$192K -735 -26%
DIM
1038
Delta Investment Management
California
$631K – – –
PA
1039
Probity Advisors
Texas
$630K +$1.57K +6 +0.3%
PWM
1040
Partnership Wealth Management
Maryland
$630K – – –
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$630K -$1.31K -5 -0.2%
DWM
1042
Dakota Wealth Management
Florida
$628K -$7.06K -27 -1%
LFA
1043
Laraway Financial Advisors
Minnesota
$622K – – –
OWA
1044
Opal Wealth Advisors
New York
$620K +$67.5K +258 +14%
MA
1045
MKT Advisors
California
$616K – – –
MCM
1046
MV Capital Management
Maryland
$615K +$3.66K +14 +0.7%
VCP
1047
Verus Capital Partners
Arizona
$615K -$13.9K -53 -3%
SFFS
1048
Stonehage Fleming Financial Services
Jersey
$613K -$335K -1,279 -38%
PCM
1049
Parsons Capital Management
Rhode Island
$612K -$5.75K -22 -1%
CAM
1050
Councilmark Asset Management
Tennessee
$608K – – –
40 41
42
43 44