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NiSource
NI

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
601
Washington Trust Advisors
Massachusetts
$267K – – –
CIM
602
Cambria Investment Management
California
$264K +$262K +5,543 New
BFC
603
Bedel Financial Consulting
Indiana
$263K – – –
CAG
604
Crestwood Advisors Group
Massachusetts
$262K +$19.5K +413 +8%
AU
605
AlphaGrep UK
$259K -$8.66K -183 -3%
KIA
606
Knollwood Investment Advisory
Maryland
$258K – – –
SWP
607
Sagespring Wealth Partners
Tennessee
$256K +$11.8K +249 +5%
HIS
608
Harvest Investment Services
Illinois
$255K +$8.14K +172 +3%
SIG
609
Sky Investment Group
Connecticut
$249K – – –
VCM
610
Versant Capital Management
Arizona
$248K +$27.7K +586 +13%
BWMG
611
Barnes Wealth Management Group
California
$248K -$6.77K -143 -3%
WPC
612
Wedmont Private Capital
Pennsylvania
$247K +$24.1K +510 +11%
MC
613
Miramontes Capital
California
$245K – – –
ITIM
614
Indiana Trust & Investment Management
Indiana
$245K – – –
ECA
615
Elevated Capital Advisors
Utah
$244K -$24.3K -513 -9%
DWM
616
Dakota Wealth Management
Florida
$244K +$1.28K +27 +0.5%
MIM
617
Morningstar Investment Management
Illinois
$244K – – –
CCMG
618
Clark Capital Management Group
Pennsylvania
$243K +$242K +5,120 New
CA
619
Clearstead Advisors
Ohio
$242K +$198K +4,186 +464%
PS
620
Principal Securities
Iowa
$239K +$20.2K +426 +9%
EWM
621
Elevatus Welath Management
New York
$234K +$233K +4,923 New
TCWM
622
Total Clarity Wealth Management
Illinois
$234K – – –
BPA
623
Beacon Pointe Advisors
California
$233K -$63.4K -1,340 -21%
PNC
624
Park National Corp
Ohio
$233K -$19.6K -415 -8%
CFG
625
Cooper Financial Group
California
$232K -$23K -487 -9%
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