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Name Holding Trade Value Shares
Change 		Change in
Stake
TIP
1651
Torray Investment Partners
Maryland
$533K +$53.6K +475 +12%
XSC
1652
X-Square Capital
Puerto Rico
$532K +$113 +1 +0%
PWMG
1653
Pinnacle Wealth Management Group
Michigan
$531K -$118K -1,050 -19%
FMWA
1654
Forvis Mazars Wealth Advisors
Missouri
$531K +$37K +328 +8%
MIM
1655
Moseley Investment Management
Florida
$531K +$73.2K +649 +17%
ZAM
1656
Zevin Asset Management
Massachusetts
$529K -$9.13K -81 -2%
PP
1657
Pacifica Partners
Canada
$527K – – –
NCMW
1658
Northern Capital Management (Washington)
Washington
$526K +$29.1K +258 +6%
QI
1659
Qtron Investments
Massachusetts
$523K -$419K -3,720 -45%
WIM
1660
Westside Investment Management
California
$520K – – –
NFC
1661
Northeast Financial Consultants
Connecticut
$519K -$1.2M -10,635 -71%
AP
1662
Americana Partners
Texas
$519K -$202K -1,788 -29%
FBB
1663
Fulton Breakefield Broenniman
Maryland
$519K +$1.24K +11 +0.2%
JIP
1664
Jaffetilchin Investment Partners
Florida
$517K -$8.57K -76 -2%
4WM
1665
44 Wealth Management
Oregon
$517K – – –
6F
1666
626 Financial
Michigan
$517K +$499K +4,423 New
HCP
1667
Holt Capital Partners
Texas
$515K – – –
UAS
1668
United Asset Strategies
New York
$515K +$496K +4,403 New
DDC
1669
DF Dent & Co
Maryland
$514K +$31.9K +283 +7%
SWP
1670
Strategic Wealth Partners
Ohio
$514K +$131K +1,164 +36%
LA
1671
Legacy Advisors
Pennsylvania
$511K -$60.8K -539 -11%
FDS
1672
Freedom Day Solutions
Texas
$510K -$25.1K -223 -5%
JSL
1673
JT Stratford LLC
Georgia
$510K +$9.92K +88 +2%
CG
1674
Clarus Group
Texas
$508K +$113 +1 +0%
OWA
1675
One Wealth Advisors
California
$508K +$32.5K +288 +7%
65 66
67
68 69