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Name Holding Trade Value Shares
Change 		Change in
Stake
TE
826
Tema ETFs
New York
$5.71M +$29.1K +385 +0.5%
ONB
827
Old National Bancorp
Indiana
$5.71M +$292K +3,869 +5%
SPC
828
Sigma Planning Corp
Michigan
$5.7M -$93.4K -1,236 -2%
MG
829
Mather Group
Illinois
$5.7M +$2.25M +29,781 +66%
DAS
830
Dynamic Advisor Solutions
Arizona
$5.69M +$44.5K +588 +0.8%
EWA
831
Exencial Wealth Advisors
Oklahoma
$5.66M -$33K -437 -0.6%
LF
832
Longbow Finance
Switzerland
$5.66M -$420K -5,560 -7%
BRM
833
Boston Research & Management
Massachusetts
$5.63M -$39.5K -523 -0.7%
BFS
834
Baskin Financial Services
Ontario, Canada
$5.63M +$1.48M +19,534 +36%
MCA
835
MSH Capital Advisors
Arizona
$5.59M +$66.5K +880 +1%
GIA
836
Gladstone Institutional Advisory
Florida
$5.58M -$211K -2,792 -4%
IAN
837
Integrated Advisors Network
Texas
$5.57M -$365K -4,829 -6%
CCS
838
Concentric Capital Strategies
Connecticut
$5.57M +$3.64M +48,114 +192%
HIP
839
HUB Investment Partners
Texas
$5.56M +$669K +8,855 +14%
NAAA
840
New Age Alpha Advisors
New York
$5.55M -$7.99M -105,717 -59%
HIC
841
Harvey Investment Company
Kentucky
$5.55M -$27.7K -367 -0.5%
HCPC
842
Hamilton Capital Partners (Canada)
$5.54M +$531K +7,019 +11%
JSSH
843
J. Safra Sarasin Holding
$5.53M +$1.2M +15,852 +28%
BW
844
BIP Wealth
Georgia
$5.52M -$135K -1,791 -2%
JCM
845
Jacobi Capital Management
Pennsylvania
$5.52M +$97.1K +1,284 +2%
LIM
846
Leavell Investment Management
Alabama
$5.52M +$1.89K +25 +0%
FNT
847
First Nebraska Trust
Nebraska
$5.52M +$15.2K +201 +0.3%
LDB
848
Lee, Danner & Bass
Tennessee
$5.51M -$19.8K -262 -0.4%
BG
849
BDF Gestion
France
$5.49M – – –
CAM
850
Columbia Asset Management
Michigan
$5.49M -$87.3K -1,155 -2%
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34
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