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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1026
Knollwood Investment Advisory
Maryland
$869K – – –
MOS
1027
MGO One Seven
Ohio
$866K -$173K -2,540 -16%
TWI
1028
Thomas White International
Illinois
$866K +$597K +8,757 +208%
CAAS
1029
Capital Asset Advisory Services
Michigan
$864K +$24.1K +354 +3%
CFG
1030
Cooper Financial Group
California
$864K -$41K -601 -4%
CC
1031
Centiva Capital
New York
$862K +$858K +12,590 +3,792%
BFA
1032
Beaumont Financial Advisors
Massachusetts
$849K -$90.7K -1,330 -9%
CTC
1033
Central Trust Company
Missouri
$844K -$133K -1,945 -13%
DLHL
1034
Donald L. Hagan LLC
Florida
$842K +$860K +12,621 New
BFG
1035
Bleakley Financial Group
New Jersey
$842K -$408K -5,980 -32%
CICI
1036
Capital Investment Counsel Inc
North Carolina
$838K +$96.1K +1,410 +13%
JF
1037
Jump Financial
Illinois
$836K +$392K +5,756 +85%
PWP
1038
Perfromance Wealth Partners
Illinois
$833K – – –
DPIM
1039
Duff & Phelps Investment Management
Illinois
$832K – – –
OC
1040
Oarsman Capital
Wisconsin
$832K -$49.5K -726 -6%
OWA
1041
One Wealth Advisors
California
$831K +$327K +4,793 +63%
SS
1042
Simplicity Solutions
Minnesota
$829K -$723K -10,601 -46%
SCA
1043
Stonebridge Capital Advisors
Minnesota
$828K +$89K +1,305 +12%
LNC
1044
Lincoln National Corp
Pennsylvania
$828K +$44.9K +658 +6%
TPCW
1045
TD Private Client Wealth
New York
$825K -$8.93K -131 -1%
QI
1046
Qtron Investments
Massachusetts
$825K – – –
WANY
1047
Wealthspire Advisors (New York)
New York
$823K +$45.3K +665 +6%
TAM
1048
Titleist Asset Management
Texas
$818K +$197K +2,883 +31%
MJB
1049
Mark J. Bradley
$811K -$788K -11,560 -49%
NSB
1050
Norway Savings Bank
Maine
$808K -$10K -147 -1%
40 41
42
43 44