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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
951
Weatherly Asset Management
California
$1.29M -$97K -1,301 -7%
IAN
952
Integrated Advisors Network
Texas
$1.28M +$68.9K +924 +5%
AIP
953
Ameritas Investment Partners
Nebraska
$1.28M -$20K -269 -1%
CPW
954
Cove Private Wealth
New York
$1.28M – – –
NFA
955
Northern Financial Advisors
Michigan
$1.28M +$80.6K +1,082 +6%
LCM
956
LRT Capital Management
Texas
$1.27M -$539K -7,229 -28%
PDL
957
Portfolio Design Labs
California
$1.27M +$1.36M +18,220 New
TE
958
Tema ETFs
New York
$1.26M +$1.35M +18,062 New
FFBTD
959
First Financial Bank - Trust Division
Ohio
$1.25M -$12.3K -165 -0.9%
CIA
960
Choate Investment Advisors
Massachusetts
$1.25M -$445K -5,973 -25%
LCM
961
Logan Capital Management
Pennsylvania
$1.25M – – –
ST
962
Smithfield Trust
Pennsylvania
$1.25M -$42.5K -570 -3%
MSS
963
Mitchell Sinkler & Starr
Pennsylvania
$1.24M +$5.96K +80 +0.5%
NL
964
Navalign LLC
California
$1.24M -$14.1K -189 -1%
DBRC
965
D.B. Root & Company
Pennsylvania
$1.23M -$93.1K -1,249 -7%
ISWM
966
Independent Solutions Wealth Management
New York
$1.22M +$42.3K +567 +3%
CWM
967
Cordatus Wealth Management
Pennsylvania
$1.22M -$26.5K -356 -2%
IIA
968
ICW Investment Advisors
Arizona
$1.22M -$18.4K -247 -1%
PP
969
Patron Partners
Texas
$1.22M +$76.3K +1,024 +6%
NERM
970
New England Research & Management
Illinois
$1.22M -$1.86K -25 -0.1%
WANY
971
Wealthspire Advisors (New York)
New York
$1.21M -$1.42M -19,041 -52%
MFG
972
Magnus Financial Group
New York
$1.21M +$58K +778 +5%
WP
973
Waycross Partners
Kentucky
$1.2M +$820K +11,000 +177%
GIO
974
Galilei Investment Office
United Kingdom
$1.2M – – –
SIMG
975
Sonora Investment Management Group
Arizona
$1.2M +$894 +12 +0.1%
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