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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1501
Nicolet Advisory Services
Wisconsin
$484K +$87.4K +812 +17%
AT
1502
Arden Trust
Delaware
$482K -$31.4K -292 -5%
TFO
1503
Tarbox Family Office
California
$482K – – –
NW
1504
Naviter Wealth
Arkansas
$481K +$83K +771 +15%
VWA
1505
V Wealth Advisors
Kansas
$477K -$108K -1,006 -15%
BOS
1506
Bank of Stockton
California
$476K -$7.54K -70 -1%
CCMG
1507
Clark Capital Management Group
Pennsylvania
$474K -$74K -687 -11%
LAIC
1508
Lederer & Associates Investment Counsel
California
$474K +$1.94K +18 +0.3%
APIM
1509
Agate Pass Investment Management
Washington
$474K +$31.4K +292 +5%
QI
1510
Qtron Investments
Massachusetts
$473K -$551K -5,118 -47%
AL
1511
Aspiriant LLC
California
$472K +$7.54K +70 +1%
TFS
1512
Thoroughbred Financial Services
Tennessee
$471K +$108 +1 +0%
PA
1513
Probity Advisors
Texas
$471K +$109K +1,016 +22%
ZIG
1514
Zullo Investment Group
Pennsylvania
$470K +$4.74K +44 +0.8%
LW
1515
Linscomb Wealth
Texas
$469K – – –
MLA
1516
My Legacy Advisors
Oregon
$467K -$82.6K -767 -13%
NAMP
1517
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$465K +$10.8K +100 +2%
MPW
1518
MGO Private Wealth
California
$465K +$602K +5,595 New
NL
1519
NWAM LLC
Washington
$464K -$350K -3,254 -37%
YAVAPFMC
1520
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$457K – – –
WMG
1521
WESCAP Management Group
California
$456K – – –
FBFS
1522
First Business Financial Services
Wisconsin
$453K – – –
IA
1523
Insight Advisors
Pennsylvania
$449K -$35K -325 -6%
OR
1524
Olympiad Research
Connecticut
$449K -$5.6K -52 -1%
CFG
1525
Cooper Financial Group
California
$445K +$22K +204 +4%
59 60
61
62 63