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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1251
Washington Trust
Rhode Island
$364K -$4.79K -79 -1%
EFS
1252
Essex Financial Services
Connecticut
$363K -$41.8K -690 -9%
APA
1253
Astoria Portfolio Advisors
New York
$360K +$3.82K +63 +0.8%
AFA
1254
Allium Financial Advisors
Oregon
$360K -$1.88K -31 -0.5%
TPI
1255
Trust Point Inc
Wisconsin
$359K +$133K +2,187 +47%
AGWCA
1256
Annis Gardner Whiting Capital Advisors
Florida
$356K -$101K -1,660 -20%
IWA
1257
Icon Wealth Advisors
Texas
$356K -$14.1K -233 -3%
BA
1258
Bridgewater Associates
Connecticut
$356K -$2.97M -49,010 -88%
KWA
1259
Kingswood Wealth Advisors
California
$355K -$25K -412 -6%
TTWM
1260
TCV Trust & Wealth Management
Virginia
$355K -$45.8K -756 -10%
SPL
1261
Smart Portfolios LLC
Washington
$354K +$13.6K +225 +3%
KAM
1262
Karani Asset Management
New York
$354K +$407K +6,705 New
PP
1263
PDT Partners
New York
$354K +$406K +6,700 New
LC
1264
LCNB Corp
Ohio
$353K -$6.79K -112 -2%
JAG
1265
Journey Advisory Group
Kentucky
$353K -$82.6K -1,362 -17%
MFS
1266
Mirabella Financial Services
United Kingdom
$350K +$402K +6,632 New
MAG
1267
Meadowbrook Advisors Group
New Jersey
$348K -$16.2K -267 -4%
PCM
1268
Park Capital Management
Wisconsin
$346K -$18.6K -306 -4%
SCM
1269
SCS Capital Management
Massachusetts
$344K +$20.6K +339 +6%
GWM
1270
GSB Wealth Management
Connecticut
$344K -$10.2K -168 -3%
CF
1271
Centaurus Financial
California
$343K +$172K +2,843 +78%
CCA
1272
Checchi Capital Advisers
California
$342K +$92.7K +1,528 +31%
QWP
1273
Quotient Wealth Partners
Texas
$342K -$113K -1,861 -22%
CFSG
1274
Clark Financial Services Group
Missouri
$340K +$391K +6,446 New
LOPW
1275
Live Oak Private Wealth
North Carolina
$339K – – –
49 50
51
52 53