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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
451
Marble Harbor Investment Counsel
Massachusetts
$2.51M – – –
SWP
452
Stratos Wealth Partners
Ohio
$2.49M +$433K +1,871 +21%
LOAMS
453
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.48M +$2.52M +10,912 New
MAS
454
Meeder Advisory Services
Ohio
$2.46M +$158K +683 +7%
DWM
455
Dakota Wealth Management
Florida
$2.45M +$821K +3,548 +49%
SNBOSD
456
Security National Bank of So Dak
Iowa
$2.45M -$21.3K -92 -0.8%
BEI
457
Benjamin Edwards Inc
Missouri
$2.44M -$288K -1,247 -10%
BBHC
458
Brown Brothers Harriman & Co
New York
$2.42M +$525K +2,269 +27%
PFA
459
Peak Financial Advisors
Colorado
$2.35M +$1.48M +6,387 +162%
VSQM
460
V-Square Quantitative Management
Illinois
$2.33M -$280K -1,210 -11%
AUB
461
Atlantic Union Bankshares
Virginia
$2.32M -$39.1K -169 -2%
FFS
462
Founders Financial Securities
Maryland
$2.3M -$146K -632 -6%
PSB
463
Piscataqua Savings Bank
New Hampshire
$2.29M -$18.5K -80 -0.8%
QCG
464
Quadrant Capital Group
Ohio
$2.28M -$3.7K -16 -0.2%
NAMI
465
Nomura Asset Management International
Pennsylvania
$2.28M +$2.32M +10,015 New
PAG
466
Private Advisor Group
New Jersey
$2.27M +$128K +553 +6%
ACA
467
Atlas Capital Advisors
Wyoming
$2.25M +$2.29M +9,897 New
MYIA
468
Mount Yale Investment Advisors
Colorado
$2.25M +$1.3M +5,621 +131%
CL
469
Choreo LLC
Illinois
$2.23M -$494K -2,134 -18%
SI
470
Stephens Inc
Arkansas
$2.21M -$108K -465 -5%
BC
471
Bridgefront Capital
Texas
$2.18M +$1.15M +4,979 +109%
BCV
472
Banque Cantonale Vaudoise
Switzerland
$2.17M +$1.83M +7,900 +485%
GWMR
473
GC Wealth Management RIA
Massachusetts
$2.17M -$2.33M -10,062 -51%
BHPW
474
Beverly Hills Private Wealth
California
$2.16M -$35.6K -154 -2%
GT
475
Greenleaf Trust
Michigan
$2.13M +$22K +95 +1%
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