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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
876
Cohen Capital Management
California
$660K – – –
NICM
877
Neo Ivy Capital Management
New York
$659K -$127K -1,908 -16%
W
878
Wealthquest
Ohio
$655K -$2.07K -31 -0.3%
JCM
879
Jacobi Capital Management
Pennsylvania
$653K -$10.1K -152 -2%
KJWM
880
Kiley Juergens Wealth Management
Washington
$653K +$107K +1,605 +20%
TSS
881
Two Sigma Securities
New York
$646K +$316K +4,732 +97%
MIAN
882
Mariner Independent Advisor Network
Kansas
$645K -$34.5K -517 -5%
HIA
883
Harbor Investment Advisory
Maryland
$645K +$17.7K +266 +3%
QI
884
Qtron Investments
Massachusetts
$642K – – –
QIM
885
Quest Investment Management
Oregon
$638K – – –
RBFC
886
Roman Butler Fullerton & Co
Missouri
$636K +$28K +419 +5%
GFP
887
Gryphon Financial Partners
Ohio
$629K +$35.9K +538 +3%
MOS
888
MGO One Seven
Ohio
$628K +$55.4K +831 +10%
HL
889
HeadInvest LLC
Maine
$625K +$21.1K +316 +4%
MWM
890
Modera Wealth Management
New Jersey
$621K +$31.4K +471 +5%
HWA
891
HHM Wealth Advisors
Tennessee
$619K – – –
FANJ
892
Financial Architects (New Jersey)
New Jersey
$618K +$163K +2,448 +36%
UBV
893
United Bank (Virginia)
Virginia
$617K +$13.5K +202 +2%
FPB
894
First PREMIER Bank
South Dakota
$609K +$6.67K +100 +1%
CCM
895
Coldstream Capital Management
Washington
$607K +$8.41K +126 +1%
ECM
896
Evergreen Capital Management
Washington
$600K +$13.8K +207 +2%
CWM
897
Circle Wealth Management
New Jersey
$598K -$27K -404 -4%
ACM
898
Allred Capital Management
Texas
$597K +$3.2K +48 +0.5%
PAM
899
Palisade Asset Management
Minnesota
$596K -$43.6K -653 -7%
PTC
900
Private Trust Company
Ohio
$596K +$30.7K +460 +5%
34 35
36
37 38