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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1226
Cary Street Partners Investment Advisory
Virginia
$492K +$205K +1,630 +88%
BBHC
1227
Brown Brothers Harriman & Co
New York
$491K – – –
LWL
1228
Leo Wealth LLC
Texas
$490K +$413K +3,280 New
CS
1229
Capital Square
Tennessee
$487K – – –
CCA
1230
Childress Capital Advisors
Texas
$487K -$7.56K -60 -2%
CFG
1231
Citizens Financial Group
Rhode Island
$487K +$7.56K +60 +2%
PWMG
1232
Provence Wealth Management Group
California
$487K +$61.8K +490 +17%
MI
1233
Motiv8 Investments
Florida
$481K +$429K +3,405 New
PFS
1234
Prospera Financial Services
Texas
$480K -$19.5K -155 -4%
BBA
1235
Braun-Bostich & Associates
Pennsylvania
$477K -$4.41K -35 -1%
SCA
1236
Sandy Cove Advisors
Massachusetts
$476K +$3.78K +30 +0.9%
SGI
1237
Summit Global Investments
Utah
$474K +$187K +1,485 +79%
SFS
1238
Stiles Financial Services
Minnesota
$473K -$101K -800 -19%
PFA
1239
Pathway Financial Advisers
Indiana
$473K -$13.2K -105 -3%
MSAM
1240
Moloney Securities Asset Management
Missouri
$473K +$10.7K +85 +3%
AWM
1241
Avitas Wealth Management
California
$471K -$630 -5 -0.1%
LAM
1242
L2 Asset Management
Massachusetts
$471K +$341K +2,705 +433%
HFP
1243
Holistic Financial Partners
Indiana
$469K -$12.6K -100 -3%
TFA
1244
Transamerica Financial Advisors
Florida
$468K +$372K +2,955 +832%
CIP
1245
Champlain Investment Partners
Vermont
$466K +$50.4K +400 +14%
TCM
1246
TD Capital Management
Tennessee
$466K – – –
KIA
1247
KCM Investment Advisors
California
$465K -$8.19K -65 -2%
CA
1248
Commerzbank Aktiengesellschaft
Germany
$464K +$187K +1,480 +82%
AC
1249
Allstate Corporation
Illinois
$463K +$3.78K +30 +0.9%
SW
1250
Simplicity Wealth
New Jersey
$463K +$413K +3,275 New
48 49
50
51 52