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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1451
Marks Group Wealth Management
Minnesota
$3.11M +$632K +1,267 +27%
TC
1452
Tsai Capital
New York
$3.09M +$499 +1 +0%
BONST
1453
Bank of Nova Scotia Trust
Ontario, Canada
$3.09M -$3.13M -6,268 -51%
DL
1454
Dockside LLC
New York
$3.09M +$3M +6,017 New
SW
1455
SVB Wealth
Massachusetts
$3.09M -$337K -675 -10%
RAM
1456
Redmond Asset Management
Virginia
$3.09M -$25.4K -51 -0.8%
LA
1457
LVW Advisors
New York
$3.09M -$62.3K -125 -2%
ZBNA
1458
Zions Bancorporation, National Association
Utah
$3.09M +$1.13M +2,267 +61%
WLPWM
1459
Walled Lake Planning & Wealth Management
Illinois
$3.08M +$2.99K +6 +0.1%
EFG
1460
Everhart Financial Group
Ohio
$3.08M -$443K -889 -13%
EWA
1461
EverSource Wealth Advisors
Alabama
$3.07M -$622K -1,247 -17%
PFSC
1462
Peoples Financial Services Corp
Pennsylvania
$3.07M +$2.99K +6 +0.1%
CCG
1463
Chatham Capital Group
Georgia
$3.06M -$114K -228 -4%
ACL
1464
Applied Capital LLC
Florida
$3.05M +$1.99K +4 +0.1%
GIM
1465
Gold Investment Management
Alberta, Canada
$3.05M +$56.8K +114 +2%
TWC
1466
The Woodbridge Company
Ontario, Canada
$3.04M – – –
MYAM
1467
Meiji Yasuda Asset Management
Japan
$3.04M +$162K +325 +6%
AOWM
1468
Alpha Omega Wealth Management
Virginia
$3.03M -$54.4K -109 -2%
NL
1469
NWAM LLC
Washington
$3.03M +$455K +912 +18%
PMA
1470
Prudent Man Advisors
Illinois
$3.02M +$628K +1,260 +27%
AM
1471
AGF Management
Ontario, Canada
$2.99M -$810K -1,624 -22%
FCBT
1472
First Citizens Bank & Trust
North Carolina
$2.99M -$545K -1,094 -16%
SNB
1473
Security National Bank
Nebraska
$2.99M -$13.5K -27 -0.5%
PHM
1474
Prospect Hill Management
New Jersey
$2.98M -$249K -500 -8%
PWP
1475
Principle Wealth Partners
Connecticut
$2.98M -$20.9K -42 -0.7%
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