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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1326
Transcend Capital Advisors
New Jersey
$865K +$32.2K +313 +4%
IP
1327
Interval Partners
New York
$861K +$926K +9,000 New
HCM
1328
Highview Capital Management
Illinois
$858K +$118K +1,150 +15%
BWM
1329
BigSur Wealth Management
Florida
$854K – – –
WA
1330
Waverly Advisors
Alabama
$853K -$51.3K -499 -5%
IGAM
1331
iA Global Asset Management
Quebec, Canada
$848K +$912K +8,867 New
SCI
1332
Stableford Capital II
Arizona
$846K +$99.2K +964 +13%
HIM
1333
Hillsdale Investment Management
Ontario, Canada
$846K +$302K +2,940 +50%
ANB
1334
Amarillo National Bank
Texas
$845K – – –
MWM
1335
Modera Wealth Management
New Jersey
$845K -$62K -603 -6%
RBC
1336
Romano Brothers & Co
Illinois
$843K +$38.6K +375 +4%
WA
1337
Wealth Alliance
New York
$838K -$102K -989 -10%
LSPW
1338
Lake Street Private Wealth
Illinois
$837K -$150K -1,459 -14%
YAVAPFMC
1339
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$837K – – –
RCM
1340
RNC Capital Management
California
$835K -$97.1K -944 -10%
LP
1341
LGL Partners
Pennsylvania
$833K +$121K +1,175 +16%
ATWA
1342
Arbor Trust Wealth Advisors
Michigan
$829K -$28.9K -281 -3%
OL
1343
Optas LLC
Texas
$829K +$624K +6,070 +233%
FCAS
1344
First Command Advisory Services
Texas
$828K +$890K +8,657 New
AC
1345
Arjuna Capital
North Carolina
$827K -$966K -9,389 -52%
EFSCE
1346
Enterprise Financial Services Corp (EFSC)
Missouri
$826K -$13K -126 -1%
GFP
1347
Gryphon Financial Partners
Ohio
$824K -$18.2K -177 -2%
DWT
1348
Dorsey & Whitney Trust
South Dakota
$822K +$1.65K +16 +0.2%
PWP
1349
Principle Wealth Partners
Connecticut
$822K -$30.9K -300 -3%
SB
1350
Strategic Blueprint
Georgia
$822K +$44.3K +431 +5%
52 53
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