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Name Holding Trade Value Shares
Change 		Change in
Stake
TH
1101
TCTC Holdings
Texas
$814K – – –
VIA
1102
Vickerman Investment Advisors
Washington
$813K -$123K -1,305 -13%
PWP
1103
Phillips Wealth Planners
Mississippi
$811K +$98.4K +1,040 +16%
PI
1104
Parkside Investments
Illinois
$806K -$94.6K -1,000 -10%
GITFIT
1105
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$806K – – –
AM
1106
AGF Management
Ontario, Canada
$804K +$849K +8,971 New
IBOK
1107
Independence Bank of Kentucky
Kentucky
$802K -$52.5K -555 -6%
BHCM
1108
Brevan Howard Capital Management
Jersey
$801K -$341K -3,604 -29%
OAM
1109
Oak Asset Management
California
$799K -$9.46K -100 -1%
CWM
1110
Chemistry Wealth Management
New York
$799K -$88K -930 -9%
MCM
1111
Manchester Capital Management
Vermont
$798K -$190K -2,011 -18%
CIAM
1112
Caitong International Asset Management
Hong Kong
$796K +$841K +8,888 New
WT
1113
Washington Trust
Rhode Island
$795K -$5.39K -57 -0.6%
RG
1114
Rathbones Group
United Kingdom
$794K -$34.4K -364 -4%
MC
1115
Middleton & Co
Massachusetts
$794K -$3.31K -35 -0.4%
OCA
1116
OpenArc Corporate Advisory
Georgia
$789K +$103K +1,085 +14%
NHT
1117
New Hampshire Trust
New Hampshire
$786K +$52.7K +557 +7%
ADL
1118
Asset Dedication LLC
California
$786K -$238K -2,516 -22%
IAS
1119
IMA Advisory Services
Colorado
$784K – – –
CCA
1120
Cypress Capital Advisors
Tennessee
$781K +$428K +4,529 +108%
FCM
1121
Fell Capital Management
California
$781K -$47.3K -500 -5%
NW
1122
Naviter Wealth
Arkansas
$780K -$4.92K -52 -0.6%
FNA
1123
First National Advisers
Nebraska
$780K -$279K -2,951 -25%
SWM
1124
Sendero Wealth Management
Texas
$778K -$2.18K -23 -0.3%
QWP
1125
Quotient Wealth Partners
Texas
$776K -$11K -116 -1%
43 44
45
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