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Name Holding Trade Value Shares
Change 		Change in
Stake
HDA
776
Harold Davidson & Associates
California
$3.58M -$1.26M -5,724 -29%
VPI
777
Value Partners Investments
Manitoba, Canada
$3.57M +$168K +767 +6%
TE
778
Tema ETFs
New York
$3.56M -$456K -2,078 -13%
IWM
779
IHT Wealth Management
Illinois
$3.56M +$150K +682 +5%
PT
780
Plimoth Trust
Massachusetts
$3.55M -$5.49K -25 -0.2%
FLI
781
Family Legacy Inc
South Carolina
$3.55M -$22.8K -104 -0.7%
JGUA
782
John G. Ullman & Associates
New York
$3.53M – – –
TC
783
TownSquare Capital
Utah
$3.53M -$6.29M -28,686 -68%
SIC
784
SFE Investment Counsel
California
$3.52M -$254K -1,156 -8%
GC
785
Grimes & Company
Massachusetts
$3.52M -$22.4K -102 -0.7%
SFA
786
Souders Financial Advisors
Ohio
$3.49M -$301K -1,373 -9%
FFA
787
Fairfield Financial Advisors
Massachusetts
$3.43M +$673K +3,067 +30%
NB
788
NBT Bank
New York
$3.42M +$218K +993 +8%
FDP
789
Financiere des Professionnels
Quebec, Canada
$3.42M +$2.91M +13,279 New
PA
790
Profund Advisors
Maryland
$3.41M +$457K +2,081 +19%
BWM
791
BNC Wealth Management
Oregon
$3.4M +$316K +1,439 +12%
PCM
792
Princeton Capital Management
New Jersey
$3.38M -$8.78K -40 -0.3%
SWP
793
Sagespring Wealth Partners
Tennessee
$3.37M +$48.5K +221 +2%
HTC
794
Haverford Trust Company
Pennsylvania
$3.36M -$3.95K -18 -0.1%
COA
795
Crown Oak Advisors
California
$3.36M -$88.6K -404 -3%
BF
796
BOK Financial
Oklahoma
$3.36M +$668K +3,043 +30%
CAG
797
Crestwood Advisors Group
Massachusetts
$3.35M +$1.54K +7 +0.1%
FWA
798
FOCUS Wealth Advisors
Texas
$3.35M -$9K -41 -0.3%
SA
799
Strategic Advocates
Utah
$3.34M +$206K +939 +8%
LHC
800
Little House Capital
Massachusetts
$3.32M +$1.4M +6,371 +98%
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