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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
751
Harvest Fund Management
China
$60K -$220K -1,295 -78%
GWS
752
Glassman Wealth Services
Virginia
$58.8K -$849 -5 -1%
SSG
753
Summit Securities Group
New York
$56K -$270K -1,589 -82%
CFB
754
Cullen/Frost Bankers
Texas
$53.6K -$34K -200 -38%
BBHC
755
Brown Brothers Harriman & Co
New York
$53.6K +$7.3K +43 +15%
SC
756
SouthState Corp
Florida
$53K – – –
BC
757
Barrett & Company
Rhode Island
$49.3K – – –
PCFFS
758
Pacific Center for Financial Services
California
$47.6K +$50.1K +295 New
KFS
759
Kelly Financial Services
Massachusetts
$47.2K – – –
JFA
760
JNBA Financial Advisors
Minnesota
$47K – – –
PCM
761
Pointe Capital Management
Michigan
$45.5K +$47.9K +282 New
EAM
762
Erste Asset Management
Austria
$45.4K +$3.56K +21 +8%
FMP
763
Financial Management Professionals
Texas
$45K +$340 +2 +0.7%
PTC
764
Private Trust Company
Ohio
$44.1K +$4.24K +25 +10%
DIP
765
DT Investment Partners
Pennsylvania
$43.4K – – –
PFPT
766
Pinnacle Financial Partners (Tennessee)
Tennessee
$39.6K – – –
CSPIA
767
Cary Street Partners Investment Advisory
Virginia
$38.6K – – –
GIA
768
GHP Investment Advisors
Colorado
$36.8K – – –
SSB
769
Sandy Spring Bank
Maryland
$36.3K – – –
VF
770
VitalStone Financial
Texas
$35K +$28.9K +170 New
CAM
771
Close Asset Management
United Kingdom
$34K -$53.3K -314 -60%
ANBT
772
American National Bank & Trust
Texas
$33.1K +$32.1K +189 +1,181%
GWM
773
Geneos Wealth Management
Colorado
$32.3K -$4.75K -28 -12%
TCA
774
Trifecta Capital Advisors
Illinois
$32.3K +$34K +200 New
AS
775
Altshuler Shaham
Israel
$30.8K -$170 -1 -0.5%
29 30
31
32 33