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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
776
Paces Ferry Wealth Advisors
Georgia
$72K +$71.1K +2,340 New
ADL
777
Asset Dedication LLC
California
$69K – – –
SIAP
778
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$69K – – –
VCM
779
Versant Capital Management
Arizona
$69K – – –
LJHT
780
Laurie J. Hall Trustee
$67K +$66.1K +2,175 New
HI
781
Human Investing
Oregon
$66K +$65.2K +2,145 New
C
782
Cerebellum
California
$63K +$62.4K +2,055 New
TWA
783
TCI Wealth Advisors
Arizona
$62K +$1.37K +45 +2%
PCM
784
Penserra Capital Management
California
$62K +$7.29K +240 +13%
SIAS
785
Shine Investment Advisory Services
Colorado
$61K – – –
SXL
786
Summit X LLC
Missouri
$60.9K +$204K +6,705 +5%
BCA
787
Berman Capital Advisors
Georgia
$60K -$912 -30 -1%
FQ
788
First Quadrant
California
$57K -$143K -4,710 -72%
LC
789
Lindbrook Capital
California
$56K +$3.19K +105 +6%
VFA
790
Valeo Financial Advisors
Indiana
$53K -$31.9K -1,050 -38%
EFSCE
791
Enterprise Financial Services Corp (EFSC)
Missouri
$51K – – –
APA
792
American Portfolios Advisors
New York
$48.4K – – –
PFBT
793
Parkside Financial Bank & Trust
Missouri
$48K -$912 -30 -2%
FP
794
Financial Perspectives
Minnesota
$46.1K – – –
AP
795
Atwood & Palmer
Missouri
$46K – – –
CA
796
Clearstead Advisors
Ohio
$46K – – –
MA
797
MCF Advisors
Kentucky
$46K – – –
PFSC
798
Peoples Financial Services Corp
Pennsylvania
$46K – – –
CI
799
CX Institutional
Indiana
$43K +$11.9K +390 +39%
HPC
800
HM Payson & Co
Maine
$37K +$8.66K +285 +31%
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