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Labcorp
LH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
AE Wealth Management
Kansas
$390K -$52.1K -196 -11%
PCA
627
Pallas Capital Advisors
Massachusetts
$389K -$14.1K -53 -3%
HKIMG
628
Hutchens & Kramer Investment Management Group
Indiana
$388K -$2.92K -11 -0.7%
WPC
629
White Pine Capital
Minnesota
$387K +$797 +3 +0.2%
OF
630
Optimize Financial
California
$387K +$5.31K +20 +1%
RWM
631
Ritholtz Wealth Management
New York
$387K -$176K -661 -30%
OAM
632
Oxford Asset Management
United Kingdom
$384K +$406K +1,530 New
MGIA
633
Moneta Group Investment Advisors
Missouri
$384K -$96.4K -363 -19%
PCM
634
Prelude Capital Management
New York
$378K +$400K +1,506 New
MWM
635
Modera Wealth Management
New Jersey
$376K -$1.86K -7 -0.5%
SWA
636
SFMG Wealth Advisors
Texas
$375K -$797 -3 -0.2%
BPWM
637
BCS Private Wealth Management
New Jersey
$373K -$5.31K -20 -1%
PFS
638
Prospera Financial Services
Texas
$364K -$13K -49 -3%
MHIC
639
Marble Harbor Investment Counsel
Massachusetts
$361K – – –
ACM
640
Advisors Capital Management
New Jersey
$360K – – –
TRCT
641
Tower Research Capital (TRC)
New York
$360K -$43.6K -164 -10%
HC
642
Hara Capital
Washington
$359K – – –
TPI
643
Trust Point Inc
Wisconsin
$355K -$7.44K -28 -2%
CW
644
CreativeOne Wealth
Kansas
$353K +$6.64K +25 +2%
SPIA
645
Steward Partners Investment Advisory
New York
$353K +$108K +408 +41%
OIAM
646
OFI Invest Asset Management
France
$352K +$373K +1,403 New
CFO
647
Callan Family Office
Pennsylvania
$352K +$69.8K +263 +23%
FAM
648
Formidable Asset Management
Ohio
$351K -$41.2K -155 -11%
JWCA
649
J.W. Cole Advisors
Florida
$348K -$1.06K -4 -0.3%
CWA
650
CM Wealth Advisors
Ohio
$345K +$365K +1,375 New
24 25
26
27 28