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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1201
Stoneridge Investment Partners
Pennsylvania
$955K +$420K +2,180 +57%
CW
1202
CreativeOne Wealth
Kansas
$955K -$235K -1,220 -17%
EWM
1203
Evercore Wealth Management
New York
$952K -$34.7K -180 -3%
AIM
1204
Anchor Investment Management
South Carolina
$947K +$33.7K +175 +3%
ARG
1205
Advisory Resource Group
Oklahoma
$944K +$172K +890 +18%
LHC
1206
Little House Capital
Massachusetts
$940K +$1.14M +5,905 New
CIM
1207
CIM Investment Management
Pennsylvania
$939K -$964 -5 -0.1%
VCM
1208
Virtue Capital Management
Tennessee
$938K +$223K +1,155 +24%
HTC
1209
Haverford Trust Company
Pennsylvania
$936K +$9.64K +50 +0.9%
MWM
1210
Moran Wealth Management
Florida
$936K +$54K +280 +5%
CFP
1211
Catalyst Financial Partners
Massachusetts
$931K +$7.71K +40 +0.7%
WIS
1212
Wright Investors Service
Connecticut
$927K +$1.12M +5,820 New
CM
1213
Capula Management
Cayman Islands
$925K +$1.03M +5,355 +1,177%
UH
1214
Unigestion Holding
Switzerland
$924K +$1.12M +5,805 New
FA
1215
Fedenia Advisers
Wisconsin
$924K +$265K +1,375 +31%
WI
1216
WrapManager Inc
California
$918K -$359K -1,860 -24%
TWA
1217
TCI Wealth Advisors
Arizona
$917K +$97.3K +505 +10%
WWM
1218
Westwood Wealth Management
California
$916K +$434K +2,250 +64%
CI
1219
CX Institutional
Indiana
$915K +$60.7K +315 +6%
KWA
1220
Kingswood Wealth Advisors
California
$914K -$92.5K -480 -8%
PWA
1221
Physician Wealth Advisors
Utah
$912K +$14.5K +75 +1%
KLCM
1222
KG&L Capital Management
Louisiana
$906K +$1.1M +5,690 New
MIFH
1223
Migdal Insurance & Financial Holdings
Israel
$906K -$85.8K -445 -7%
ADMI
1224
Albert D. Mason Inc
Massachusetts
$905K +$19.3K +100 +2%
SG
1225
Somerset Group
Minnesota
$905K +$1.1M +5,685 New
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