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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
876
Evermay Wealth Management
Virginia
$667K +$3.63K +60 +0.6%
BMO
877
Beck Mack & Oliver
New York
$666K – – –
KIG
878
Kowal Investment Group
Wisconsin
$665K +$2.18K +36 +0.4%
LBC
879
Lowe Brockenbrough & Co
Virginia
$664K -$94.2K -1,555 -13%
TSW
880
Thompson Siegel & Walmsley
Virginia
$664K -$13.4K -222 -2%
PHK
881
Point72 Hong Kong
Hong Kong
$663K -$3.53M -58,325 -85%
MIAN
882
Mariner Independent Advisor Network
Kansas
$663K -$183K -3,029 -23%
AP
883
Appleton Partners
Massachusetts
$662K -$57.2K -945 -9%
OL
884
Optas LLC
Texas
$659K – – –
HR
885
Howe & Rusling
New York
$657K +$8.12K +134 +1%
FTDI
886
First Trust Direct Indexing
Massachusetts
$655K +$72.3K +1,194 +14%
GAM
887
Gotham Asset Management
New York
$651K -$324K -5,355 -35%
HBT
888
Hills Bank & Trust
Iowa
$651K +$9.51K +157 +2%
GLA
889
Good Life Advisors
Pennsylvania
$651K +$114K +1,889 +21%
AFG
890
Alterity Financial Group
Maine
$650K +$86.4K +1,426 New
CMO
891
Covenant Multifamily Offices
Texas
$650K +$197K +3,247 +49%
JCM
892
Jacobi Capital Management
Pennsylvania
$647K +$7.03K +116 +1%
MW
893
Marcum Wealth
Ohio
$647K +$92.3K +1,524 +18%
BA
894
Bridgewater Associates
Connecticut
$646K -$10.9M -180,047 -95%
QCG
895
Quadrant Capital Group
Ohio
$645K +$91.9K +1,518 +18%
CCM
896
Cohen Capital Management
California
$644K – – –
W
897
Wealthquest
Ohio
$641K -$21.1K -349 -3%
TCM
898
Tandem Capital Management
New Jersey
$641K +$14.6K +241 +3%
W
899
WealthOne
New York
$638K -$23.7K -392 -4%
QI
900
Qtron Investments
Massachusetts
$627K – – –
34 35
36
37 38