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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
601
Salem Investment Counselors
North Carolina
$5.44M -$24K -500 -0.5%
SVWAG
602
Sound View Wealth Advisors Group
Georgia
$5.44M -$174K -3,618 -3%
SW
603
SteelPeak Wealth
California
$5.43M -$46.8K -973 -0.9%
SBWM
604
Sunflower Bank Wealth Management
Arizona
$5.43M +$32.2K +670 +0.6%
SPC
605
Sigma Planning Corp
Michigan
$5.42M -$308K -6,411 -6%
DWA
606
Douglass Winthrop Advisors
New York
$5.42M +$246K +5,121 +5%
VFA
607
Voya Financial Advisors
Connecticut
$5.38M -$650K -13,523 -11%
WAM
608
Wealthspire Advisors (Maryland)
Maryland
$5.38M -$97.1K -2,019 -2%
TRCT
609
Tower Research Capital (TRC)
New York
$5.37M +$2.55M +53,025 +95%
FCBT
610
First Citizens Bank & Trust
North Carolina
$5.34M -$1.54M -32,062 -23%
BCM
611
Birmingham Capital Management
Alabama
$5.33M -$27.2K -565 -0.5%
PMA
612
Prudent Man Advisors
Illinois
$5.33M +$962 +20 +0.2%
WT
613
Washington Trust
Rhode Island
$5.32M -$108K -2,252 -2%
DBT
614
Dubuque Bank & Trust
Iowa
$5.31M -$276K -5,730 -5%
FFIC
615
First Fiduciary Investment Counsel
Ohio
$5.29M +$5.15M +107,167 New
OCM
616
Oakwood Capital Management
California
$5.28M +$1.6M +33,200 +45%
EWM
617
Edge Wealth Management
New York
$5.26M -$55.4K -1,151 -1%
UH
618
Unigestion Holding
Switzerland
$5.25M -$13.6M -282,924 -73%
TWM
619
TLW Wealth Management
Florida
$5.23M +$367K +7,638 +8%
SWP
620
Stratos Wealth Partners
Ohio
$5.23M -$585K -12,171 -10%
LC
621
Lincoln Capital
Nebraska
$5.22M -$22K -458 -0.4%
SLI
622
Sumitomo Life Insurance
Japan
$5.21M -$954K -19,844 -16%
PHK
623
Point72 Hong Kong
Hong Kong
$5.18M +$796K +16,557 +19%
NB
624
Northwest Bancshares
Pennsylvania
$5.17M +$436K +9,067 +9%
APP
625
Avantax Planning Partners
Iowa
$5.17M -$131K -2,720 -3%
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25
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