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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1226
Dakota Wealth Management
Florida
$826K -$5.07M -43,124 -85%
SI
1227
Scharf Investments
California
$820K +$923K +7,842 New
SAG
1228
SageView Advisory Group
California
$817K +$286K +2,429 +45%
SFC
1229
SYM Financial Corp
Indiana
$815K +$188K +1,599 +26%
AWA
1230
Acumen Wealth Advisors
Tennessee
$813K +$909K +7,724 +14,044%
GP
1231
Guardian Partners
Canada
$813K +$912K +7,756 New
NFG
1232
Northbridge Financial Group
Florida
$805K +$204K +1,737 +24%
MM
1233
Morangie Management
Florida
$804K +$68.5K +582 +8%
DIM
1234
Delta Investment Management
California
$803K +$164K +1,390 +22%
PE
1235
PCM Encore
Colorado
$799K +$90.5K +769 +11%
LFG
1236
Larson Financial Group
Missouri
$799K +$447K +3,798 +99%
SFO
1237
Stenger Family Office
Illinois
$798K -$57.1K -485 -6%
CCP
1238
Cane Capital Partners
Louisiana
$798K +$430K +3,652 +92%
BMWS
1239
Brady Martz Wealth Solutions
North Dakota
$796K +$204K +1,734 +29%
GKIM
1240
GW&K Investment Management
Massachusetts
$785K -$10.9M -92,370 -92%
HTC
1241
Haverford Trust Company
Pennsylvania
$785K -$31.2K -265 -3%
F8IS
1242
Figure 8 Investment Strategies
Idaho
$783K +$881K +7,488 New
DP
1243
Dearborn Partners
Illinois
$782K +$443K +3,765 +101%
SF
1244
Symphony Financial
Texas
$782K +$192K +1,628 +28%
FMB
1245
Field & Main Bank
Kentucky
$779K -$344K -2,920 -28%
LA
1246
Legacy Advisors
Pennsylvania
$775K -$68.9K -586 -7%
PFA
1247
Pure Financial Advisors
California
$772K +$167K +1,422 +24%
WBC
1248
Westpac Banking Corp
Australia
$770K +$37.4K +318 +5%
SIG
1249
Sky Investment Group
Connecticut
$769K +$866K +7,360 New
PCIG
1250
Partners Capital Investment Group
Massachusetts
$768K -$1.39M -11,820 -62%
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