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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
Savant Capital
Illinois
$763K +$95.7K +4,310 +15%
H
902
HoyleCohen
California
$757K -$27.8K -1,250 -4%
MF
903
Magnetar Financial
Illinois
$756K +$713K +32,110 New
MYLI
904
Meiji Yasuda Life Insurance
Japan
$745K +$4.22K +190 +0.6%
CAM
905
Covenant Asset Management
New Jersey
$739K – – –
WANY
906
Wealthspire Advisors (New York)
New York
$733K +$98.8K +4,450 +17%
AW
907
Alaethes Wealth
Nevada
$731K – – –
EH
908
Equitable Holdings
New York
$727K -$19.5K -880 -3%
RDWM
909
Red Door Wealth Management
Tennessee
$727K -$13.6K -610 -2%
PFPT
910
Pinnacle Financial Partners (Tennessee)
Tennessee
$725K +$267K +12,040 +64%
WPC
911
Wedmont Private Capital
Pennsylvania
$722K -$51.1K -2,300 -7%
CCM
912
CAAS Capital Management
New York
$721K -$4.84M -217,980 -88%
RBC
913
Romano Brothers & Co
Illinois
$721K +$680K +30,630 New
CPO
914
Cerity Partners OCIO
New York
$718K +$79.7K +3,590 +13%
PWPS
915
Pinnacle Wealth Planning Services
Ohio
$717K +$161K +7,240 +31%
CPM
916
Connective Portfolio Management
New York
$717K +$666K +30,000 New
LCM
917
Landscape Capital Management
New Jersey
$711K -$157K -7,050 -19%
NL
918
Navalign LLC
California
$711K +$372K +16,760 +125%
RC
919
Roundview Capital
New Jersey
$709K +$150K +6,760 +29%
BP
920
Ballentine Partners
Massachusetts
$707K +$246K +11,080 +58%
HW
921
Hancock Whitney
Mississippi
$705K -$322K -14,500 -33%
CBT
922
Central Bank & Trust
Kentucky
$705K -$253K -11,400 -28%
SIM
923
Sentry Investment Management
Wisconsin
$704K – – –
P
924
Pariax
California
$703K -$12.2K -550 -2%
CC
925
Chicago Capital
Illinois
$700K +$239K +10,750 +57%
35 36
37
38 39