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Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1576
Main Street Research
Connecticut
$580K +$38.6K +237 +6%
TCM
1577
Tributary Capital Management
Nebraska
$579K -$196K -1,200 -23%
EM
1578
Excalibur Management
Massachusetts
$579K +$7.34K +45 +1%
PA
1579
Probity Advisors
Texas
$577K +$1.47K +9 +0.2%
TCMP
1580
Thrive Capital Management (Pennsylvania)
Pennsylvania
$573K -$16.5K -101 -2%
TNBTD
1581
Trustmark National Bank Trust Department
Mississippi
$572K -$2.61K -16 -0.4%
PO
1582
Private Ocean
California
$572K +$3.26K +20 +0.5%
LAM
1583
LifePro Asset Management
California
$571K +$46.3K +284 +8%
LWA
1584
Lineweaver Wealth Advisors
Ohio
$567K +$5.87K +36 +0.9%
SAM
1585
Secure Asset Management
Michigan
$566K +$26.9K +165 +4%
XSC
1586
X-Square Capital
Puerto Rico
$565K +$331K +2,029 +109%
CIAS
1587
Capital Investment Advisory Services
North Carolina
$560K -$339K -2,078 -35%
MWM
1588
Modera Wealth Management
New Jersey
$558K +$33.1K +203 +6%
KFA
1589
Krane Funds Advisors
New York
$555K +$624K +3,824 New
PFBT
1590
Parkside Financial Bank & Trust
Missouri
$553K +$17.9K +110 +3%
WP
1591
WMS Partners
Maryland
$552K -$45.7K -280 -7%
RCA
1592
Resonant Capital Advisors
Wisconsin
$551K +$10.8K +66 +2%
DBRC
1593
D.B. Root & Company
Pennsylvania
$550K -$9.13K -56 -1%
SDH
1594
Sloy Dahl & Holst
Washington
$549K -$6.52K -40 -1%
FM
1595
Family Management
New York
$548K -$21K -129 -3%
HA
1596
Hamel Associates
New Jersey
$548K -$9.78K -60 -2%
WA
1597
Waverly Advisors
Alabama
$546K -$18.1K -111 -3%
SG
1598
StoneX Group
New York
$546K +$27.4K +168 +5%
FIM
1599
Freedom Investment Management
Connecticut
$546K +$55.8K +342 +10%
AIS
1600
AM Investment Strategies
Tennessee
$545K – – –
62 63
64
65 66