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Southern Copper
SCCO

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
326
Dynamic Advisor Solutions
Arizona
$465K +$9.24K +117 +3%
NPFS
327
Novak & Powell Financial Services
Florida
$458K – – –
LC
328
Lindbrook Capital
California
$456K +$2.84K +36 +0.8%
HSA
329
HBK Sorce Advisory
Pennsylvania
$451K -$21.6K -273 -6%
BFEC
330
Benjamin F. Edwards & Company
Missouri
$446K +$197K +2,494 +120%
MCM
331
MAI Capital Management
Ohio
$442K +$91.7K +1,162 +34%
SPS
332
Susquehanna Portfolio Strategies
Pennsylvania
$441K -$5.71M -72,389 -94%
FI
333
Fractal Investments
Connecticut
$437K – – –
LW
334
Lauer Wealth
Indiana
$436K -$30.2K -383 -9%
CAM
335
Congress Asset Management
Massachusetts
$427K -$7.74K -98 -2%
KWM
336
Kingsview Wealth Management
Oregon
$426K -$28.3K -359 -8%
OA
337
Oxbow Advisors
Texas
$426K +$345K +4,367 New
1WA
338
180 Wealth Advisors
Washington
$421K -$1.34K -17 -0.4%
SFA
339
Sequoia Financial Advisors
Ohio
$421K +$79.3K +1,005 +30%
MG
340
Marex Group
$420K +$123K +1,554 +56%
MWM
341
Moran Wealth Management
Florida
$420K -$47.2K -598 -12%
IF
342
Intrua Financial
Texas
$415K +$336K +4,252 New
LTI
343
Laffer Tengler Investments
Tennessee
$404K -$310K -3,927 -49%
B
344
Bailard
California
$404K – – –
APW
345
Aurora Private Wealth
New Jersey
$394K – – –
FTDI
346
First Trust Direct Indexing
Massachusetts
$393K +$38.5K +488 +14%
BFG
347
Bleakley Financial Group
New Jersey
$390K -$22.7K -288 -7%
SW
348
Simplicity Wealth
New Jersey
$390K +$316K +4,000 New
JIP
349
Jaffetilchin Investment Partners
Florida
$389K +$315K +3,987 New
GVAG
350
Great Valley Advisor Group
Delaware
$385K +$7.18K +91 +2%
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