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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
726
Brown Brothers Harriman & Co
New York
$66K +$28.1K +169 +68%
CMF
727
Counterpoint Mutual Funds
California
$66K +$69.3K +416 New
KFP
728
KB Financial Partners
New Jersey
$62K +$9.49K +57 +17%
FAG
729
Fortitude Advisory Group
Washington
$61K – – –
LCM
730
Logan Capital Management
Pennsylvania
$61K – – –
UCB
731
United Community Bank
South Carolina
$59.4K – – –
LC
732
Lindbrook Capital
California
$58K – – –
TWC
733
TD Waterhouse Canada
Ontario, Canada
$57.1K -$2.89M -17,358 -98%
WTA
734
Washington Trust Advisors
Massachusetts
$57K -$22.8K -137 -28%
ZB
735
Zions Bancorporation
Utah
$57K +$55.5K +333 +1,148%
MTIC
736
Missouri Trust & Investment Company
Missouri
$55K – – –
IA
737
IFP Advisors
Florida
$55K +$63.3K +380 +170%
QC
738
Quent Capital
New York
$52K -$198K -1,189 -78%
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$52K -$14.3K -86 -21%
AS
740
Altshuler Shaham
Israel
$52K -$8.16K -49 -13%
SC
741
SouthState Corp
Florida
$52K – – –
EI
742
Ellevest Inc
New York
$51K +$6.66K +40 +14%
HNWAG
743
High Net Worth Advisory Group
Florida
$47K – – –
KFS
744
Kelly Financial Services
Massachusetts
$46.1K – – –
JFA
745
JNBA Financial Advisors
Minnesota
$46K – – –
LWCFA
746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K +$45.8K +275 New
FMP
747
Financial Management Professionals
Texas
$42K – – –
HI
748
Hoey Investments
Pennsylvania
$42K – – –
GWS
749
Glassman Wealth Services
Virginia
$42K +$9.33K +56 +26%
NIM
750
NuWave Investment Management
New Jersey
$39K +$40.8K +245 New
28 29
30
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