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Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
851
WCG Wealth Advisors
Nevada
$2.59M +$453K +4,866 +21%
QT
852
Quantbot Technologies
New York
$2.59M -$4.1M -44,057 -61%
PP
853
Pegasus Partners
Wisconsin
$2.58M -$160K -1,725 -6%
FTDI
854
First Trust Direct Indexing
Massachusetts
$2.57M +$211K +2,267 +9%
OIA
855
OneDigital Investment Advisors
Kansas
$2.57M -$438K -4,712 -14%
CL
856
Choreo LLC
Illinois
$2.57M -$107K -1,150 -4%
AT
857
American Trust
Kentucky
$2.56M -$2.98K -32 -0.1%
RPWA
858
Regent Peak Wealth Advisors
Georgia
$2.56M +$59.1K +635 +2%
RVPG
859
Relative Value Partners Group
$2.55M -$4.56K -49 -0.2%
TCA
860
Trifecta Capital Advisors
Illinois
$2.54M +$99.7K +1,072 +4%
IRAG
861
Investment Research & Advisory Group
Georgia
$2.53M +$89.5K +962 +4%
SICM
862
Sustainable Insight Capital Management
New York
$2.53M +$465K +5,000 +22%
PIM
863
Plato Investment Management
Australia
$2.51M +$2.41M +25,943 +1,658%
BP
864
Ballentine Partners
Massachusetts
$2.51M -$50K -538 -2%
KFP
865
KMG Fiduciary Partners
Ohio
$2.49M +$95.2K +1,023 +4%
FNBOO
866
First National Bank of Omaha
Nebraska
$2.48M -$3.97M -42,691 -63%
OSNBOA
867
Old Second National Bank of Aurora
Illinois
$2.48M -$9.21K -99 -0.4%
FMC
868
First Merchants Corp
Indiana
$2.47M -$257K -2,765 -9%
MWM
869
Mission Wealth Management
California
$2.47M -$261K -2,807 -9%
MOS
870
MGO One Seven
Ohio
$2.46M -$33.2K -357 -1%
AWM
871
Aviso Wealth Management
Washington
$2.46M +$854K +9,181 +52%
FFA
872
First Foundation Advisors
California
$2.45M -$5.58K -60 -0.2%
TAM
873
Taurus Asset Management
New York
$2.45M – – –
WA1
874
Wimmer Associates 1
California
$2.44M +$24.6K +264 +1%
GA
875
GFS Advisors
Texas
$2.44M +$49.8K +535 +2%
33 34
35
36 37