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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1701
Cary Street Partners Investment Advisory
Virginia
$358K -$5.6K -30 -2%
CG
1702
CFO4Life Group
Texas
$358K +$32.7K +175 +10%
NF
1703
Nvest Financial
New Hampshire
$358K +$122K +655 +51%
DCM
1704
Driehaus Capital Management
Illinois
$357K -$347K -1,860 -49%
BC
1705
Bridgefront Capital
Texas
$356K +$163K +870 +82%
JSL
1706
JT Stratford LLC
Georgia
$354K +$12.1K +65 +3%
CCA
1707
Cobblestone Capital Advisors
New York
$353K +$28K +150 +8%
FFS
1708
Founders Financial Securities
Maryland
$353K +$106K +570 +42%
GDP
1709
Great Diamond Partners
Maine
$352K -$23.3K -125 -6%
MA
1710
MONECO Advisors
Connecticut
$352K +$39.2K +210 +12%
CMF
1711
Counterpoint Mutual Funds
California
$352K +$357K +1,910 New
WC
1712
Weil Company
California
$350K -$934 -5 -0.3%
JSC
1713
Jackson Square Capital
California
$350K -$1.16M -6,195 -77%
JSAM
1714
J. Safra Asset Management
New York
$350K -$438K -2,345 -55%
ML
1715
McAdam LLC
Pennsylvania
$349K +$36.4K +195 +11%
IIA
1716
Integral Investment Advisors
California
$349K -$200K -1,070 -36%
RWM
1717
RKL Wealth Management
Pennsylvania
$349K – – –
RPC
1718
Rossmore Private Capital
Connecticut
$347K – – –
BBW
1719
Blue Barn Wealth
Utah
$346K -$29K -155 -8%
MWM
1720
Meadowbrook Wealth Management
New York
$346K +$351K +1,880 New
UAG
1721
United Advisor Group
Ohio
$346K +$351K +1,880 New
QIM
1722
Quantitative Investment Management
Virginia
$346K -$4.03M -21,560 -92%
MC
1723
Mathes Company
New York
$345K +$46.7K +250 +15%
FFWA
1724
FRG Family Wealth Advisors
Washington
$344K -$28K -150 -7%
RIG
1725
RiverFront Investment Group
Virginia
$344K +$166K +890 +91%
67 68
69
70 71