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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
626
ALPS Advisors
Colorado
$296K -$71.1K -444 -19%
MG
627
Mather Group
Illinois
$295K +$2.08K +13 +0.7%
KPWS
628
Kestra Private Wealth Services
Texas
$294K +$14.2K +89 +5%
CA
629
Clearstead Advisors
Ohio
$292K – – –
AP
630
Americana Partners
Texas
$291K – – –
XT
631
XTX Topco
Cayman Islands
$291K +$296K +1,852 New
EFM
632
E Fund Management
China
$288K -$13.8K -86 -4%
AIM
633
Athena Investment Management
California
$285K – – –
TFA
634
Transamerica Financial Advisors
Florida
$284K -$800 -5 -0.3%
CAM
635
Cresset Asset Management
Illinois
$278K +$37.9K +237 +16%
GPA
636
Garrison Point Advisors
California
$276K -$24K -150 -8%
AWM
637
Apollon Wealth Management
South Carolina
$276K +$281K +1,754 New
SS
638
Simplicity Solutions
Minnesota
$275K +$42.9K +268 +18%
QIM
639
Quantitative Investment Management
Virginia
$275K +$280K +1,751 New
SC
640
Steph & Co
Wisconsin
$274K +$9.12K +57 +3%
NIMI
641
Natixis Investment Managers International
France
$273K -$2.06M -12,863 -88%
FMAEN1
642
Fund Management at Engine No 1
California
$272K -$17.3K -108 -6%
GT
643
Glenview Trust
Kentucky
$271K +$276K +1,726 New
BC
644
Bridgefront Capital
Texas
$268K +$272K +1,700 New
S
645
SimplyRich
California
$267K – – –
DWT
646
Dorsey & Whitney Trust
South Dakota
$266K +$18.1K +113 +7%
BDF
647
Balasa Dinverno & Foltz
$266K +$271K +1,693 New
CNC
648
Canandaigua National Corp
New York
$265K -$1.76K -11 -0.6%
PI
649
PFS Investments
Georgia
$265K +$270K +1,687 New
HFM
650
Harvest Fund Management
China
$263K +$146K +914 +121%
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