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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1476
High Note Wealth
Minnesota
$2.53M +$15.9K +50 +0.6%
HI
1477
Human Investing
Oregon
$2.53M +$25.4K +80 +1%
LOAMS
1478
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.53M +$209K +656 +9%
BWM
1479
BigSur Wealth Management
Florida
$2.51M -$13.4K -42 -0.5%
IA
1480
Insight Advisors
Pennsylvania
$2.51M -$288K -906 -11%
LPT
1481
Legacy Private Trust
Wisconsin
$2.5M -$1.01M -3,160 -29%
SIG
1482
Sargent Investment Group
Maryland
$2.5M +$36.9K +116 +2%
QCM
1483
Quest Capital Management
Texas
$2.5M +$109K +344 +5%
GF
1484
Gries Financial
Ohio
$2.5M -$20.4K -64 -0.8%
SLG
1485
Stanley-Laman Group
Pennsylvania
$2.5M +$133K +418 +6%
BCA
1486
Bay Colony Advisors
Massachusetts
$2.49M +$198K +622 +9%
KA
1487
Kercheville Advisors
Texas
$2.49M +$159K +500 +7%
BRG
1488
Bay Rivers Group
Virginia
$2.48M -$564K -1,773 -19%
HPWM
1489
High Pines Wealth Management
Massachusetts
$2.47M +$213K +671 +9%
CQS
1490
Credential Qtrade Securities
$2.47M +$247K +775 +11%
FTC
1491
Farmers Trust Company
Ohio
$2.46M -$27K -85 -1%
DI
1492
DAGCO Inc
Ohio
$2.46M -$86.2K -271 -3%
MIH
1493
Meitav Investment House
Israel
$2.45M -$35.9M -112,764 -94%
BO
1494
BRR OpCo
Ohio
$2.45M -$5.09K -16 -0.2%
FNT
1495
First Nebraska Trust
Nebraska
$2.44M +$159K +500 +7%
SWA
1496
Sutton Wealth Advisors
Florida
$2.42M +$14.3K +45 +0.6%
WG
1497
Winton Group
United Kingdom
$2.42M +$2.42M +7,596 New
TFS
1498
TrustCore Financial Services
Tennessee
$2.42M +$25.4K +80 +1%
BAM
1499
Berkshire Asset Management
Pennsylvania
$2.42M +$434K +1,363 +22%
SP
1500
Successful Portfolios
Florida
$2.41M -$318 -1 -0%
58 59
60
61 62