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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
626
Patten Group
Tennessee
$346K +$363K +2,451 New
JWCA
627
J.W. Cole Advisors
Florida
$346K +$362K +2,445 New
HP
628
Haven Private
Florida
$345K +$361K +2,439 New
YIH
629
Y-Intercept (HK)
Hong Kong
$344K -$232K -1,569 -39%
BMC
630
Beaton Management Company
Massachusetts
$344K – – –
FCB
631
First County Bank
Connecticut
$343K +$12.4K +84 +4%
TCOV
632
Trust Company of Vermont
Vermont
$340K -$14.8K -100 -4%
DWT
633
Dorsey & Whitney Trust
South Dakota
$340K -$11.1K -75 -3%
CFG
634
Citizens Financial Group
Rhode Island
$337K -$74.6K -504 -17%
MWM
635
Mission Wealth Management
California
$336K +$7.25K +49 +2%
EWA
636
EP Wealth Advisors
California
$335K +$63.6K +430 +22%
CJ
637
Caitlin John
Michigan
$334K -$114K -767 -24%
CFP
638
Catalyst Financial Partners
Massachusetts
$334K +$296 +2 +0.1%
ONB
639
Old National Bancorp
Indiana
$334K -$134K -905 -28%
SIA
640
Schechter Investment Advisors
Michigan
$332K +$348K +2,349 New
EWM
641
Empirical Wealth Management
Washington
$330K -$20.7K -140 -6%
WA
642
WealthTrust Axiom
Pennsylvania
$325K – – –
SCM
643
Shelton Capital Management
Colorado
$321K -$6.96K -47 -2%
CCM
644
Cinctive Capital Management
New York
$320K +$336K +2,267 New
IWA
645
Icon Wealth Advisors
Texas
$320K -$17K -115 -5%
QWP
646
Quotient Wealth Partners
Texas
$318K +$333K +2,249 New
TCM
647
Tradewinds Capital Management
Washington
$316K +$4.59K +31 +1%
MF
648
Magnetar Financial
Illinois
$316K -$1.31M -8,871 -80%
CA
649
Claris Advisors
Missouri
$315K – – –
PDL
650
Portfolio Design Labs
California
$314K -$50.5K -341 -13%
24 25
26
27 28