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Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
601
Tower Bridge Advisors
Pennsylvania
$2.32M – – –
CTC
602
Central Trust Company
Missouri
$2.31M -$71.5K -249 -3%
FTDI
603
First Trust Direct Indexing
Massachusetts
$2.31M -$18.4K -64 -0.7%
BMO
604
Beck Mack & Oliver
New York
$2.31M – – –
BFS
605
Bradley Foster & Sargent
Connecticut
$2.28M -$28.7K -100 -1%
AWS
606
Atria Wealth Solutions
New York
$2.27M +$1.66M +5,780 +219%
5L
607
55I LLC
Massachusetts
$2.24M +$1.69M +5,881 +242%
BG
608
Bahl & Gaynor
Ohio
$2.2M – – –
NG
609
NatWest Group
United Kingdom
$2.16M +$30.4K +106 +1%
AL
610
Arnhold LLC
New York
$2.16M – – –
CCS
611
Concentric Capital Strategies
Connecticut
$2.16M +$2.3M +8,000 New
TWI
612
Thomas White International
Illinois
$2.14M -$44.5K -155 -2%
UCFA
613
United Capital Financial Advisors
Texas
$2.14M +$183K +638 +9%
SS
614
Simplicity Solutions
Minnesota
$2.14M +$1.2M +4,194 +112%
SSW
615
Stone Summit Wealth
Florida
$2.11M +$73.2K +255 +3%
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.11M -$1.59M -5,540 -41%
PP
617
PDT Partners
New York
$2.1M -$1.84M -6,394 -45%
MPPW
618
Mitchell & Pahl Private Wealth
Oklahoma
$2.09M +$29.3K +102 +1%
LWAM
619
Legacy Wealth Asset Management
Minnesota
$2.08M -$109K -378 -5%
SAM
620
Sandbar Asset Management
United Kingdom
$2.08M +$2.22M +7,715 New
BWAM
621
Boyd Watterson Asset Management
Ohio
$2.08M +$5.74K +20 +0.3%
GT
622
Greenleaf Trust
Michigan
$2.07M -$53.4K -186 -2%
VLKIM
623
Van Lanschot Kempen Investment Management
Netherlands
$2.07M +$357K +1,244 +19%
SNBOSD
624
Security National Bank of So Dak
Iowa
$2.06M -$36.5K -127 -2%
BRWA
625
B. Riley Wealth Advisors
Florida
$2.06M +$219K +764 +11%
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