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Name Holding Trade Value Shares
Change 		Change in
Stake
TU
1226
TDAM USA
Ontario, Canada
$528K +$10.3K +1,640 +2%
WAAG
1227
Wealth Alliance Advisory Group
Kansas
$527K +$78.5K +12,440 +18%
IWP
1228
Icon Wealth Partners
Texas
$526K -$15.4K -2,440 -3%
SAM
1229
Smithbridge Asset Management
Pennsylvania
$526K +$16.4K +2,600 +3%
PWMAG
1230
Pinnacle Wealth Management Advisory Group
New Jersey
$523K +$46.7K +7,400 +10%
PL
1231
Parkwood LLC
Ohio
$520K +$498K +78,880 New
GDP
1232
Great Diamond Partners
Maine
$519K -$117K -18,600 -19%
CAM
1233
Claret Asset Management
Quebec, Canada
$511K -$94.6K -15,000 -16%
WAM
1234
Weatherly Asset Management
California
$506K +$218K +34,480 +81%
JWBC
1235
J.W. Burns & Co
New York
$504K -$78.2K -12,400 -14%
BFA
1236
Beaumont Financial Advisors
Massachusetts
$503K -$64.6K -10,240 -12%
UH
1237
Unigestion Holding
Switzerland
$503K +$482K +76,360 New
EC
1238
Estate Counselors
Wisconsin
$503K +$482K +76,400 New
RGC
1239
Roberts, Glore & Co
Illinois
$501K +$1.77K +280 +0.4%
GRP
1240
Global Retirement Partners
California
$501K +$157K +24,840 +48%
ACM
1241
Allred Capital Management
Texas
$501K +$164K +26,000 +52%
SVWAG
1242
Sound View Wealth Advisors Group
Georgia
$500K +$2.27K +360 +0.5%
HI
1243
Handelsinvest Investeringsforvaltning
Denmark
$499K +$101K +16,000 +27%
SRSA
1244
S.R. Schill & Associates
Washington
$498K -$61.1K -9,680 -11%
LWM
1245
Laidlaw Wealth Management
New York
$498K +$25.7K +4,080 +6%
APW
1246
Aurora Private Wealth
New Jersey
$498K +$249K +39,480 +110%
TFF
1247
The Family Firm
Maryland
$497K – – –
SAG
1248
Spotlight Asset Group
Illinois
$497K +$10.1K +1,600 +2%
AS
1249
Altshuler Shaham
Israel
$494K +$467K +74,000 +7,708%
CB
1250
CNB Bank
Pennsylvania
$492K -$51.7K -8,200 -10%
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