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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1251
BSW Wealth Partners
Colorado
$589K -$97.1K -1,213 -13%
MWM
1252
Massachusetts Wealth Management
Massachusetts
$589K +$578K +7,225 New
CCIA
1253
Campbell & Co Investment Adviser
Maryland
$585K +$657K +8,213 New
CMS
1254
Capital Market Strategies
Florida
$584K -$57.3K -716 -8%
SG
1255
StoneX Group
New York
$582K -$84.8K -1,060 -11%
WPP
1256
Whalerock Point Partners
Rhode Island
$577K -$483K -6,038 -43%
EM
1257
Excalibur Management
Massachusetts
$576K -$40.8K -510 -6%
SXL
1258
Summit X LLC
Missouri
$571K +$9.84K +123 +2%
CFG
1259
Citizens Financial Group
Rhode Island
$570K -$3.24M -40,540 -84%
EWM
1260
Elite Wealth Management
Washington
$570K +$33.7K +421 +6%
SIC
1261
Schwartz Investment Counsel
Michigan
$570K – – –
AS
1262
AM Squared
Hong Kong
$570K +$640K +8,000 New
PWPS
1263
Pinnacle Wealth Planning Services
Ohio
$565K -$329K -4,110 -34%
RIM
1264
Regent Investment Management
Kentucky
$563K -$11.6K -145 -2%
NSIM
1265
North Star Investment Management
Illinois
$560K +$110K +1,370 +21%
FFC
1266
First Financial Corp
Indiana
$559K +$57.8K +722 +10%
STA
1267
Summit Trail Advisors
New York
$556K -$24.3K -304 -4%
GCP
1268
GSA Capital Partners
United Kingdom
$555K +$236K +2,944 +61%
YIH
1269
Y-Intercept (HK)
Hong Kong
$555K +$623K +7,790 New
BP
1270
Ballentine Partners
Massachusetts
$555K +$16.3K +204 +3%
BJL
1271
Brighton Jones LLC
Washington
$554K -$180K -2,245 -22%
MIM
1272
Moseley Investment Management
Florida
$554K -$145K -1,810 -19%
RMC
1273
Resources Management Corp
Connecticut
$554K -$37K -462 -6%
IIM
1274
Intact Investment Management
Quebec, Canada
$552K +$36K +450 +6%
ONB
1275
Old National Bancorp
Indiana
$549K +$13.1K +164 +2%
49 50
51
52 53