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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
826
Symmetry Partners
Connecticut
$1.06M – – –
CS
827
Comerica Securities
Michigan
$1.06M -$45.2K -135 -4%
TNB
828
Thomasville National Bank
Georgia
$1.06M -$42.2K -126 -4%
EI
829
Ethic Inc
New York
$1.06M -$13.7K -41 -1%
KCM
830
KLK Capital Management
California
$1.05M +$10.4K +31 +1%
ANTB
831
AMG National Trust Bank
Colorado
$1.04M +$16.7K +50 +2%
PCS
832
Personal CFO Solutions
New Jersey
$1.04M -$53.9K -161 -5%
TPA
833
Trivium Point Advisory
Connecticut
$1.03M +$975K +2,912 New
CAG
834
Csenge Advisory Group
Florida
$1.03M -$175K -523 -15%
VCA
835
Verdence Capital Advisors
Maryland
$1.02M +$243K +725 +34%
WP
836
WealthSource Partners
California
$1.02M -$8.37K -25 -0.9%
FDCDDQ
837
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M +$533K +1,593 +125%
PCG
838
Prosperity Consulting Group
Maryland
$1.02M -$46.5K -139 -5%
WSFS
839
Wilmington Savings Fund Society
Delaware
$1.01M -$66K -197 -6%
TA
840
TFG Advisers
Michigan
$1.01M +$73K +218 +8%
AG
841
Ascent Group
Virginia
$1.01M +$244K +730 +34%
BAM
842
Belpointe Asset Management
Nevada
$1.01M +$129K +384 +16%
SQA
843
Simon Quick Advisors
New Jersey
$1.01M +$947K +2,829 New
9WM
844
9258 Wealth Management
Ohio
$1M -$3.01K -9 -0.3%
TWM
845
Thrive Wealth Management
Pennsylvania
$1M +$74K +221 +9%
DF
846
Donoghue Forlines
Massachusetts
$1,000K +$942K +2,813 New
SIP
847
Stoneridge Investment Partners
Pennsylvania
$987K -$278K -829 -23%
HW
848
Hancock Whitney
Mississippi
$987K -$335 -1 -0%
AWMT
849
AAFMAA Wealth Management & Trust
North Carolina
$976K -$2.14M -6,399 -70%
FNA
850
First National Advisers
Nebraska
$976K +$54.9K +164 +6%
32 33
34
35 36