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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1301
Mechanics Financial Corp
Ohio
$464K – – –
OGC
1302
Oak Grove Capital
New Hampshire
$464K – – –
JWM
1303
Janiczek Wealth Management
Colorado
$463K -$3.46K -8 -0.8%
GPI
1304
General Partner Inc
Pennsylvania
$463K +$19.9K +46 +5%
EAM
1305
Empirical Asset Management
Massachusetts
$461K -$108K -249 -20%
RB
1306
Renasant Bank
Mississippi
$460K +$115K +266 +37%
RWM
1307
Rockline Wealth Management
New York
$455K – – –
WB
1308
Webster Bank
Connecticut
$449K -$14.3K -33 -3%
PA
1309
Prossimo Advisors
California
$447K +$110K +255 +36%
AA
1310
Apriem Advisors
California
$445K +$415K +958 New
S
1311
Sachetta
Massachusetts
$440K – – –
BFW
1312
Brady Family Wealth
Missouri
$440K -$10.8K -25 -3%
PPC
1313
Park Place Capital
Alabama
$440K +$326K +752 +384%
GRP
1314
Global Retirement Partners
California
$440K +$37.7K +87 +10%
MA
1315
Mutual Advisors
Nebraska
$435K -$34.6K -80 -8%
AWA
1316
Arkadios Wealth Advisors
Georgia
$434K -$4.33K -10 -1%
FTIS
1317
First Trust Investment Solutions
Florida
$434K +$405K +935 New
IGWM
1318
ICA Group Wealth Management
Colorado
$434K +$73.2K +169 +22%
XT
1319
XTX Topco
Cayman Islands
$433K -$1.65M -3,804 -80%
RCG
1320
Regatta Capital Group
California
$432K – – –
THWM
1321
Taylor Hoffman Wealth Management
Virginia
$431K -$137K -317 -25%
GCM
1322
Graham Capital Management
Connecticut
$429K +$400K +924 New
W
1323
Wealthquest
Ohio
$428K -$4.33K -10 -1%
TCOT
1324
Trust Company of Toledo
Ohio
$428K – – –
AIA
1325
Angeles Investment Advisors
California
$427K +$33.3K +77 +9%
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