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Sterling Infrastructure
STRL

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
726
Sun Financial
Utah
$209K +$96.2K +137 +53%
TSMHT
727
Thurston Springer Miller Herd & Titak
Indiana
$208K -$91.2K -130 -34%
FWA
728
FSM Wealth Advisors
Ohio
$207K -$331K -471 -66%
PWM
729
Parkway Wealth Management
Texas
$207K +$173K +247 New
RGC
730
Roberts, Glore & Co
Illinois
$207K +$173K +247 New
SAM
731
Secure Asset Management
Michigan
$207K +$173K +246 New
MCA
732
McGuire Capital Advisors
Oklahoma
$204K -$251K -358 -60%
CIS
733
Custom Index Systems
New York
$202K +$169K +241 New
SWM
734
Stronghold Wealth Management
Florida
$201K +$168K +240 New
RIL
735
Rothschild Investment LLC
Illinois
$198K -$13.3K -19 -7%
GSWM
736
Golden State Wealth Management
California
$197K +$33K +47 +25%
WSFS
737
Wilmington Savings Fund Society
Delaware
$196K – – –
TPCW
738
TD Private Client Wealth
New York
$186K -$368K -525 -70%
BBPWM
739
Blue Bell Private Wealth Management
Pennsylvania
$182K +$2.11K +3 +1%
CA
740
Crewe Advisors
Utah
$173K -$42.8K -61 -23%
HHCP
741
Hilton Head Capital Partners
South Carolina
$168K – – –
SIS
742
Strategic Investment Solutions
Illinois
$168K – – –
EB
743
Eastern Bank
Massachusetts
$168K +$140K +200 New
SCM
744
Sterling Capital Management
North Carolina
$166K +$2.81K +4 +2%
ITG
745
Index Technologies Group
New York
$166K +$139K +198 New
LF
746
LifeSteps Financial
California
$165K +$138K +196 New
HIA
747
Harbor Investment Advisory
Maryland
$164K +$137K +195 New
QL
748
Quarry LP
New York
$155K +$130K +185 New
RFS
749
Richardson Financial Services
Massachusetts
$154K -$41.4K -59 -24%
VSQM
750
V-Square Quantitative Management
Illinois
$149K +$125K +178 New
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30
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