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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
876
Wintrust Investments
Illinois
$1.61M +$1.5M +3,464 New
SW
877
SVB Wealth
Massachusetts
$1.61M +$36.4K +84 +2%
BZWA
878
Blue Zone Wealth Advisors
California
$1.61M +$2.6K +6 +0.2%
TBA
879
Tower Bridge Advisors
Pennsylvania
$1.6M -$3.48M -8,044 -70%
TPI
880
Trust Point Inc
Wisconsin
$1.6M +$1.73K +4 +0.1%
BTI
881
Blue Trust Inc
Georgia
$1.59M +$528K +1,220 +55%
SQA
882
Simon Quick Advisors
New Jersey
$1.58M +$96.1K +222 +7%
MP
883
McDonald Partners
Ohio
$1.57M -$4.33K -10 -0.3%
PWPS
884
Pinnacle Wealth Planning Services
Ohio
$1.57M +$433 +1 +0%
AUB
885
Atlantic Union Bankshares
Virginia
$1.57M -$108K -250 -7%
RWB
886
RMR Wealth Builders
New Jersey
$1.55M +$444K +1,025 +44%
CCA
887
Checchi Capital Advisers
California
$1.54M -$84.9K -196 -6%
GFS
888
GYL Financial Synergies
Connecticut
$1.54M +$22.9K +53 +2%
IWM
889
IHT Wealth Management
Illinois
$1.54M -$18.2K -42 -1%
GI
890
GLOBALT Investments
Georgia
$1.54M +$69.3K +160 +5%
QIM
891
Quest Investment Management
Oregon
$1.54M -$307K -710 -18%
HI
892
Handelsinvest Investeringsforvaltning
Denmark
$1.53M -$258K -596 -15%
MF
893
Magnetar Financial
Illinois
$1.53M -$2.27M -5,232 -61%
UAML
894
US Asset Management LLC
Pennsylvania
$1.53M -$17.3K -40 -1%
TSS
895
Thomas Story & Son
Indiana
$1.52M – – –
CCA
896
Cobblestone Capital Advisors
New York
$1.52M – – –
MIP
897
Marietta Investment Partners
Wisconsin
$1.52M +$17.3K +40 +1%
LF
898
Lee Financial
Texas
$1.52M -$14.3K -33 -1%
MAM
899
Martingale Asset Management
Massachusetts
$1.52M +$416K +960 +42%
PAM
900
Palisade Asset Management
Minnesota
$1.51M – – –
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