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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MYLI
501
Meiji Yasuda Life Insurance
Japan
$685K +$254K +870 +55%
CA
502
Cetera Advisors
Colorado
$673K +$62.1K +213 +10%
MC
503
Machina Capital
France
$673K +$303K +1,040 +76%
LIM
504
Loudon Investment Management
New Hampshire
$672K – – –
SCM
505
Stevens Capital Management
Pennsylvania
$671K +$127K +436 +22%
DAS
506
Dynamic Advisor Solutions
Arizona
$669K -$173K -593 -20%
AAM
507
AR Asset Management
California
$669K – – –
FTDI
508
First Trust Direct Indexing
Massachusetts
$667K -$2.33K -8 -0.3%
NW
509
NewEdge Wealth
Pennsylvania
$660K -$17.5K -60 -2%
MAS
510
Meeder Advisory Services
Ohio
$656K +$683K +2,342 New
GDP
511
Great Diamond Partners
Maine
$653K +$53.4K +183 +9%
RPC
512
Rossmore Private Capital
Connecticut
$652K – – –
RPCONE
513
Retirement Planning Company of New England
Rhode Island
$647K +$2.92K +10 +0.4%
CF
514
Centaurus Financial
California
$644K -$9.33K -32 -1%
PAS
515
Park Avenue Securities
New York
$641K +$109K +374 +20%
XT
516
XTX Topco
Cayman Islands
$626K +$651K +2,234 New
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$623K +$7K +24 +1%
WRPWM
518
Werba Rubin Papier Wealth Management
California
$620K +$645K +2,213 New
II
519
Inspire Investing
Idaho
$618K -$456K -1,565 -42%
CAM
520
Campion Asset Management
Virginia
$615K -$23.3K -80 -4%
GA
521
GraniteShares Advisors
New York
$613K +$638K +2,188 New
DC
522
Davenport & Co
Virginia
$610K +$22.5K +77 +4%
TA
523
TFG Advisers
Michigan
$603K +$5.83K +20 +0.9%
DI
524
Diligent Investors
California
$602K -$118K -405 -16%
BFG
525
Berger Financial Group
Minnesota
$599K -$44.6K -153 -7%
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