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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1801
HeadInvest LLC
Maine
$338K +$14.1K +50 +5%
CL
1802
Choreo LLC
Illinois
$338K +$29.3K +104 +10%
BOPW
1803
Brandywine Oak Private Wealth
Pennsylvania
$335K -$17.5K -62 -5%
AWM
1804
Aprio Wealth Management
Georgia
$334K +$315K +1,119 New
SICM
1805
Sustainable Insight Capital Management
New York
$332K – – –
WP
1806
WealthPLAN Partners
Nebraska
$332K +$9.3K +33 +3%
BFS
1807
Baskin Financial Services
Ontario, Canada
$331K – – –
KFGK
1808
Keystone Financial Group (Kentucky)
Kentucky
$330K – – –
LIM
1809
Lagoda Investment Management
New York
$330K – – –
QT
1810
Quantamental Technologies
New York
$329K -$169K -598 -35%
CHA
1811
Carmichael Hill & Associates
Maryland
$329K +$80.1K +284 +35%
PRC
1812
Pearl River Capital
Michigan
$329K +$198K +702 +176%
WCM
1813
Wallace Capital Management
Texas
$328K -$12.7K -45 -4%
CA
1814
Claro Advisors
Massachusetts
$328K +$33.3K +118 +12%
VCM
1815
Vivaldi Capital Management
Illinois
$327K -$96.1K -341 -24%
FHA
1816
First Horizon Advisors
Tennessee
$325K -$12.1K -43 -4%
VHAM
1817
Van Hulzen Asset Management
California
$322K -$91.1K -323 -23%
FIM
1818
Fernwood Investment Management
Massachusetts
$322K -$14.1K -50 -4%
TSWM
1819
Triangle Securities Wealth Management
North Carolina
$321K -$18.3K -65 -6%
PFBT
1820
Parkside Financial Bank & Trust
Missouri
$321K +$17.2K +61 +6%
POIA
1821
Pin Oak Investment Advisors
Texas
$318K -$31K -110 -9%
OCM
1822
One Capital Management
California
$318K – – –
FFS
1823
Founders Financial Securities
Maryland
$317K -$12.1K -43 -4%
QPWM
1824
Quadrant Private Wealth Management
Pennsylvania
$317K -$10.2K -36 -3%
EWM
1825
Empirical Wealth Management
Washington
$316K -$51.3K -182 -15%
71 72
73
74 75