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Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1351
Pekin Hardy Strauss
Illinois
$408K -$34.2K -310 -7%
BDF
1352
Balasa Dinverno & Foltz
$408K -$34K -308 -7%
MGIM
1353
M&G Investment Management
United Kingdom
$407K -$110K -1,000 -19%
CIA
1354
Choate Investment Advisors
Massachusetts
$407K +$103K +930 +28%
EWA
1355
Exencial Wealth Advisors
Oklahoma
$406K +$67.3K +610 +17%
SMH
1356
Sanders Morris Harris
Texas
$406K +$88.3K +800 +27%
FWM
1357
Frontier Wealth Management
Missouri
$405K +$153K +1,384 +49%
DBIA
1358
Dumont & Blake Investment Advisors
New Jersey
$404K +$466K +4,217 New
WDA
1359
Wendell David Associates
New Hampshire
$403K -$33.8K -306 -7%
MSR
1360
Main Street Research
Connecticut
$402K -$12.6M -114,548 -96%
NFG
1361
Nations Financial Group
Iowa
$402K -$42.2K -382 -8%
DA
1362
DSC Advisors
Illinois
$401K -$855K -7,744 -65%
BOS
1363
Bank of Stockton
California
$400K -$22.1K -200 -5%
RPC
1364
Rossmore Private Capital
Connecticut
$398K +$102K +925 +29%
CQS
1365
Credential Qtrade Securities
$398K +$217K +1,963 +90%
RCA
1366
Rowland Carmichael Advisors
Arizona
$397K -$37.5K -340 -8%
OPS
1367
Orion Portfolio Solutions
Nebraska
$395K +$62.6K +567 +16%
KMWM
1368
Keudell/Morrison Wealth Management
Oregon
$394K -$1.21K -11 -0.3%
AC
1369
Alexandria Capital
Virginia
$392K -$33.1K -300 -7%
APP
1370
Avantax Planning Partners
Iowa
$390K -$164K -1,484 -27%
ACM
1371
AUA Capital Management
Pennsylvania
$390K – – –
TCM
1372
TimesSquare Capital Management
New York
$389K +$48.6K +440 +12%
RA
1373
Royce & Associates
New York
$388K – – –
RA
1374
RFG Advisory
Alabama
$386K -$12.6K -114 -3%
SG
1375
StoneX Group
New York
$385K +$24.5K +222 +6%
53 54
55
56 57