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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
851
Bradley Foster & Sargent
Connecticut
$1.68M -$7.05M -117,409 -83%
LCM
852
Leisure Capital Management
California
$1.68M -$420 -7 -0%
WS
853
Wedbush Securities
California
$1.68M -$76K -1,266 -5%
LFA
854
Legacy Financial Advisors
Kentucky
$1.68M +$515K +8,577 +57%
ST
855
Somerset Trust
Pennsylvania
$1.67M -$8.82K -147 -0.6%
CCFCSB
856
Cape Cod Five Cents Savings Bank
Massachusetts
$1.66M – – –
FNBT
857
FineMark National Bank & Trust
Florida
$1.64M -$462K -7,699 -25%
CCWM
858
Correct Capital Wealth Management
Missouri
$1.64M +$50.9K +848 +4%
LNWWM
859
Laird Norton Wetherby Wealth Management
California
$1.64M +$1.39M +23,112 New
MT
860
Midwest Trust
Kansas
$1.64M +$1.38M +23,068 New
MFG
861
Merit Financial Group
Georgia
$1.63M +$747K +12,446 +118%
OC
862
Optimas Capital
Hong Kong
$1.63M +$1.37M +22,900 New
PCP
863
Pacific Capital Partners
$1.63M -$489K -8,140 -26%
MPPW
864
Mitchell & Pahl Private Wealth
Oklahoma
$1.63M +$162K +2,702 +13%
SSA
865
Sierra Summit Advisors
Nevada
$1.63M +$1.37M +22,877 New
CA
866
CWC Advisors
Oregon
$1.62M +$51.4K +856 +4%
PA
867
Profund Advisors
Maryland
$1.62M -$179K -2,984 -12%
XT
868
XTX Topco
Cayman Islands
$1.6M -$2.81M -46,783 -67%
AWS
869
Atria Wealth Solutions
New York
$1.6M -$887K -14,785 -40%
UB
870
UMB Bank
Missouri
$1.59M -$4.95M -82,529 -79%
SFA
871
Sequoia Financial Advisors
Ohio
$1.59M +$354K +5,896 +36%
GRP
872
Global Retirement Partners
California
$1.59M +$1.34M +22,372 New
SAM
873
Secure Asset Management
Michigan
$1.58M -$499K -8,308 -27%
EH
874
Equitable Holdings
New York
$1.58M +$74.8K +1,246 +6%
SF
875
Summit Financial
New Jersey
$1.58M +$312K +5,194 +31%
33 34
35
36 37