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Henry Schein
HSIC

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
476
Global Retirement Partners
California
$10.5K +$9.63K +126 New
HPC
477
HM Payson & Co
Maine
$9.52K – – –
S
478
Sachetta
Massachusetts
$9.02K +$4.13K +54 +100%
TFM
479
TFC Financial Management
Massachusetts
$8.94K – – –
EWP
480
Elevation Wealth Partners
California
$8.77K +$5.73K +75 +250%
EFMH
481
E Fund Management (HK)
Hong Kong
$8.77K +$8.03K +105 New
NA
482
NewEdge Advisors
Louisiana
$8.44K +$5.27K +69 +216%
DB
483
Danske Bank
Denmark
$8.35K -$84.1K -1,100 -92%
CAM
484
Costello Asset Management
Pennsylvania
$8.35K – – –
VL
485
Vima LLC
Michigan
$8.35K +$7.64K +100 New
PMAM
486
Picton Mahoney Asset Management
Ontario, Canada
$8.27K +$7.57K +99 New
TWD
487
True Wealth Design
Ohio
$8.19K +$5.89K +77 +367%
JWA
488
JFS Wealth Advisors
Pennsylvania
$7.85K +$306 +4 +4%
APFP
489
Action Point Financial Planning
Michigan
$7.77K +$7.42K +97 New
NSIM
490
North Star Investment Management
Illinois
$7.52K -$4.36K -57 -39%
CT
491
Clearstead Trust
Maine
$7.18K +$1.22K +16 +23%
FFO
492
Fortitude Family Office
Arizona
$6.93K -$612 -8 -9%
PWMG
493
Private Wealth Management Group
New Jersey
$6.85K – – –
CSPIA
494
Cary Street Partners Investment Advisory
Virginia
$6.76K +$1.83K +24 +42%
SIC
495
SJS Investment Consulting
Ohio
$6.68K +$4.74K +62 +344%
GJIA
496
Glass Jacobson Investment Advisors
Maryland
$5.93K – – –
AP
497
Aspect Partners
Virginia
$5.93K – – –
CA
498
CoreCap Advisors
Michigan
$5.76K +$1.07K +14 +25%
PB
499
Pinnacle Bancorp
Nebraska
$5.6K – – –
APW
500
Aventura Private Wealth
Florida
$5.43K – – –
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