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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMH
626
Polymer Capital Management (HK)
Hong Kong
$639K +$524K +8,200 New
MC
627
Moors & Cabot
Massachusetts
$638K +$54.3K +850 +12%
TFM
628
TFC Financial Management
Massachusetts
$637K – – –
JWCA
629
J.W. Cole Advisors
Florida
$629K +$516K +8,074 New
SEC
630
Seven Eight Capital
New York
$629K -$992K -15,537 -66%
WCAMG
631
Woodard & Company Asset Management Group
North Carolina
$626K +$639 +10 +0.1%
RSA
632
River Street Advisors
Illinois
$625K -$25.5K -400 -5%
LA
633
LBP AM
France
$624K -$193K -3,018 -27%
SIC
634
Schwartz Investment Counsel
Michigan
$623K – – –
VA
635
Valmark Advisers
Ohio
$623K +$55.8K +874 +12%
LSPW
636
Lake Street Private Wealth
Illinois
$621K -$11.2K -175 -2%
LWAM
637
Legacy Wealth Asset Management
Minnesota
$618K -$30.9K -484 -6%
OWA
638
Octavia Wealth Advisors
Ohio
$617K +$92.7K +1,451 +22%
LNC
639
Lincoln National Corp
Pennsylvania
$616K +$50.7K +794 +11%
OIM
640
Oder Investment Management
California
$616K -$26.5K -415 -5%
SG
641
StoneX Group
New York
$615K +$112K +1,752 +28%
MCM
642
Manchester Capital Management
Vermont
$615K – – –
RIA
643
Realta Investment Advisors
Delaware
$614K -$42.5K -665 -8%
AIA
644
Angeles Investment Advisors
California
$610K +$575 +9 +0.1%
TC
645
Tacita Capital
Ontario, Canada
$610K -$91.3K -1,430 -15%
BHPW
646
Beverly Hills Private Wealth
California
$610K -$19.5K -306 -4%
V
647
ViaWealth
Kansas
$609K +$93.1K +1,458 +23%
VCA
648
Verdence Capital Advisors
Maryland
$608K +$72.2K +1,130 +17%
RJT
649
Raymond James Trust
Florida
$600K +$31.8K +498 +7%
VSQM
650
V-Square Quantitative Management
Illinois
$597K +$370K +5,790 New
24 25
26
27 28