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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1776
Transamerica Financial Advisors
Florida
$10.2M -$4.65M -39,390 -32%
1SB
1777
1ST Source Bank
Indiana
$10.2M -$239K -2,022 -2%
NAS
1778
NWF Advisory Services
California
$10.1M +$1.44M +12,197 +17%
WF
1779
Wayfinding Financial
Washington
$10.1M -$688K -5,825 -7%
DFA
1780
Delta Financial Advisors
Louisiana
$10.1M +$57.3K +485 +0.6%
TWM
1781
TCFG Wealth Management
California
$10.1M +$9.8M +82,933 New
PP
1782
Paloma Partners
Connecticut
$10.1M +$9.34M +79,035 +2,063%
PAMP
1783
Polar Asset Management Partners
Ontario, Canada
$10.1M +$5.06M +42,800 +107%
SMC
1784
Smith, Moore & Co
Missouri
$10M +$305K +2,578 +3%
SI
1785
Symmetry Investments
Jersey
$10M -$17.1M -144,842 -64%
LI
1786
LRI Investments
Florida
$10M -$45.1K -382 -0.6%
CCM
1787
Canal Capital Management
Virginia
$10M -$296K -2,502 -3%
AP
1788
Appleton Partners
Massachusetts
$10M +$167K +1,417 +2%
SWC
1789
Spectrum Wealth Counsel
Indiana
$9.98M -$781K -6,613 -7%
MFGM
1790
Marshall Financial Group (Maryland)
Maryland
$9.97M +$77.4K +655 +0.8%
SCM
1791
Schnieders Capital Management
California
$9.97M +$312K +2,640 +3%
OPW
1792
Oxler Private Wealth
New York
$9.94M +$152K +1,288 +2%
FBFS
1793
First Business Financial Services
Wisconsin
$9.93M +$734K +6,217 +8%
MMPW
1794
Mitchell McLeod Pugh & Williams
Alabama
$9.92M +$121K +1,026 +1%
GAA
1795
Global Assets Advisory
Florida
$9.91M +$10M +84,716 New
WI
1796
WrapManager Inc
California
$9.91M +$950K +8,039 +11%
RPWA
1797
Regent Peak Wealth Advisors
Georgia
$9.9M -$143K -1,212 -1%
WP
1798
WealthShield Partners
North Carolina
$9.9M +$717K +6,070 +8%
TPM
1799
Triasima Portfolio Management
Quebec, Canada
$9.89M -$32.5K -275 -0.3%
AAIM
1800
Asset Advisors Investment Management
Georgia
$9.89M +$40.5K +343 +0.4%
70 71
72
73 74