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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
451
Ropes Wealth Advisors
Massachusetts
$1.44M +$58.9K +1,216 +3%
SW
452
SVB Wealth
Massachusetts
$1.42M -$97.5K -2,013 -5%
JGUA
453
John G. Ullman & Associates
New York
$1.42M +$556K +11,483 +47%
EF
454
Empirical Finance
Pennsylvania
$1.42M +$95.3K +1,966 +6%
DACS
455
Dymon Asia Capital (Singapore)
Singapore
$1.41M +$1.72M +35,577 New
WWM
456
Western Wealth Management
Colorado
$1.4M +$1.72M +35,405 New
PI
457
PineBridge Investments
New York
$1.35M -$6.81M -140,551 -80%
EWA
458
EP Wealth Advisors
California
$1.35M +$395K +8,162 +32%
SCA
459
Sippican Capital Advisors
Massachusetts
$1.35M +$123K +2,546 +8%
SIG
460
Sargent Investment Group
Maryland
$1.34M -$1.38M -28,509 -46%
WCAMG
461
Woodard & Company Asset Management Group
North Carolina
$1.33M -$129K -2,657 -7%
MNBTD
462
Moody National Bank Trust Division
Texas
$1.33M +$120K +2,485 +8%
NA
463
NewEdge Advisors
Louisiana
$1.33M +$487K +10,044 +43%
XT
464
XTX Topco
Cayman Islands
$1.32M +$1.62M +33,338 New
HI
465
Humankind Investments
New York
$1.32M -$85.9K -1,772 -5%
CT
466
Chicago Trust
Illinois
$1.31M -$1.94K -40 -0.1%
TBA
467
Tower Bridge Advisors
Pennsylvania
$1.3M -$98.7K -2,037 -6%
LGF
468
LGT Group Foundation
Liechtenstein
$1.3M -$190K -3,923 -11%
BS
469
Boenning & Scattergood
Pennsylvania
$1.29M -$109K -2,255 -6%
CPC
470
Congress Park Capital
New York
$1.28M -$22.8K -470 -1%
FFM
471
Forum Financial Management
Illinois
$1.27M +$452K +9,332 +41%
UCI
472
Uncommon Cents Investing
Wisconsin
$1.27M +$901K +18,592 +138%
LNC
473
Lincoln National Corp
Pennsylvania
$1.27M -$67K -1,383 -4%
CG
474
Colony Group
Massachusetts
$1.27M -$1.75M -36,193 -53%
BAM
475
Berkshire Asset Management
Pennsylvania
$1.26M -$2.86K -59 -0.2%
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19
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