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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
401
Pallas Capital Advisors
Massachusetts
$215K -$72.7K -4,865 -29%
BIP
402
Blueprint Investment Partners
North Carolina
$212K +$208K +13,925 New
FT
403
Fiduciary Trust
Massachusetts
$211K +$206K +13,805 New
WGAM
404
Wilkinson Global Asset Management
New York
$211K +$206K +13,800 New
APWM
405
Argonautica Private Wealth Management
Massachusetts
$209K +$204K +13,670 New
FWM
406
FFT Wealth Management
Pennsylvania
$206K +$202K +13,530 New
BFM
407
Boston Financial Management
Massachusetts
$205K +$201K +13,450 New
BJL
408
Brighton Jones LLC
Washington
$201K +$197K +13,205 New
UB
409
UMB Bank
Missouri
$192K -$11.5K -770 -6%
RG
410
Richelieu Gestion
France
$180K – – –
CFGS
411
Concourse Financial Group Securities
Alabama
$172K -$187K -12,550 -53%
IUHSA
412
Itau Unibanco Holding S.A.
Brazil
$167K +$25.8K +1,730 +19%
CA
413
Crewe Advisors
Utah
$161K – – –
LFG
414
Larson Financial Group
Missouri
$153K +$148K +9,925 +11,028%
SBL
415
Sargent Bickham Lagudis
Colorado
$153K – – –
IA
416
IFP Advisors
Florida
$150K -$72.4K -4,845 -26%
AA
417
Addison Advisors
Vermont
$136K -$7.69K -515 -5%
BWP
418
Baldwin Wealth Partners
Massachusetts
$131K +$1.42K +95 +1%
MHR
419
Matthew Hamilton Rosenberg
$123K +$9.26K +620 +8%
LSA
420
Leonteq Securities AG
Switzerland
$117K -$215K -14,395 -65%
GRP
421
Global Retirement Partners
California
$112K -$13.8K -925 -11%
ACM
422
Aquatic Capital Management
Illinois
$107K -$822K -55,000 -89%
MCM
423
Manchester Capital Management
Vermont
$107K -$4.93K -330 -4%
GBT
424
Grove Bank & Trust
Florida
$105K +$103K +6,910 New
IRC
425
Investors Research Corp
Georgia
$104K – – –
15 16
17
18 19