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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
651
CreativeOne Wealth
Kansas
$8.43M -$570K -1,820 -7%
NPA
652
Nichols & Pratt Advisers
Massachusetts
$8.42M -$181K -579 -3%
PI
653
PFG Investments
New York
$8.42M -$313 -1 -0%
DAS
654
Dynamic Advisor Solutions
Arizona
$8.42M +$179K +572 +3%
MGWM
655
Marks Group Wealth Management
Minnesota
$8.4M -$3.95M -12,624 -36%
BHCM
656
Brevan Howard Capital Management
Jersey
$8.4M +$2M +6,380 +40%
MAM
657
Morse Asset Management
Connecticut
$8.38M +$64.5K +206 +0.9%
GT
658
Greenleaf Trust
Michigan
$8.3M -$76.7K -245 -1%
HRC
659
Hoertkorn Richard Charles
$8.28M -$125K -400 -2%
GWM
660
Graybill Wealth Management
Illinois
$8.27M +$62.6K +200 +0.9%
FFA
661
Fairfield Financial Advisors
Massachusetts
$8.25M +$755K +2,411 +12%
PL
662
Parthenon LLC
Kentucky
$8.25M -$42.9K -137 -0.6%
WANY
663
Wealthspire Advisors (New York)
New York
$8.18M +$431K +1,378 +7%
SC
664
Scholtz & Company
Connecticut
$8.16M -$409K -1,305 -6%
CAM
665
Covenant Asset Management
New Jersey
$8.15M -$150K -479 -2%
AWM
666
Axxcess Wealth Management
California
$8.12M +$75.8K +242 +1%
TNA
667
True North Advisors
Texas
$8.11M +$18.8K +60 +0.3%
KJHP
668
K.J. Harrison & Partners
Ontario, Canada
$8.06M +$3.79M +12,095 +128%
PA
669
Parallel Advisors
California
$8.04M +$401K +1,282 +6%
ST
670
Smithfield Trust
Pennsylvania
$8.03M +$30.7K +98 +0.5%
TGCMU
671
Titan Global Capital Management USA
New York
$8.03M -$2M -6,399 -23%
WTB
672
Washington Trust Bank
Washington
$8.02M -$181K -579 -3%
CFM
673
Compass Financial Management
Florida
$7.91M +$6.57M +20,976 New
HDA
674
Harold Davidson & Associates
California
$7.9M +$51.7K +165 +0.8%
YIA
675
YHB Investment Advisors
Connecticut
$7.87M -$4.7K -15 -0.1%
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