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Name Holding Trade Value Shares
Change 		Change in
Stake
FT
501
Fiduciary Trust
Massachusetts
$242K +$235K +1,866 New
SAI
502
Systematic Alpha Investments
New Jersey
$239K – – –
WF
503
Welch & Forbes
Massachusetts
$238K +$232K +1,840 New
OIA
504
OneDigital Investment Advisors
Kansas
$236K +$229K +1,821 New
SFI
505
Siemens Fonds Invest
Germany
$234K +$225K +1,786 New
KCM
506
KRS Capital Management
Michigan
$233K +$227K +1,800 New
CGL
507
Clarius Group LLC
Washington
$232K +$226K +1,793 New
CFAM
508
Center For Asset Management
Florida
$232K +$225K +1,789 New
HWM
509
HB Wealth Management
Georgia
$230K +$224K +1,779 New
ILI
510
Invesco LLC (Illinois)
Illinois
$230K +$223K +1,773 New
PP
511
Prudential plc
United Kingdom
$229K +$222K +1,765 New
PAG
512
Private Advisor Group
New Jersey
$227K -$185K -1,469 -46%
AWS
513
Atria Wealth Solutions
New York
$226K +$220K +1,747 New
PAM
514
Panagora Asset Management
Massachusetts
$221K -$1.43M -11,377 -87%
TAM
515
Trust Asset Management
Texas
$218K +$212K +1,687 New
HNB
516
Huntington National Bank
Ohio
$217K +$26.7K +212 +15%
BWP
517
BSW Wealth Partners
Colorado
$214K +$208K +1,651 New
CI
518
Cigna Investments
Connecticut
$213K +$207K +1,645 New
PWA
519
Prairie Wealth Advisors
Nebraska
$211K +$205K +1,630 New
GCP
520
GSA Capital Partners
United Kingdom
$210K +$204K +1,618 New
MFG
521
Magnus Financial Group
New York
$210K +$204K +1,619 New
PGF
522
Plan Group Financial
Oklahoma
$210K +$204K +1,619 New
MG
523
Mather Group
Illinois
$209K +$755 +6 +0.4%
HAG
524
HighPoint Advisor Group
Illinois
$207K +$178K +1,413 New
GT
525
Greenleaf Trust
Michigan
$205K +$199K +1,580 New
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