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Teradyne
TER

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
626
Perigon Wealth Management
California
$964K -$186K -667 -17%
SLI
627
Sumitomo Life Insurance
Japan
$958K +$34K +122 +4%
WFP
628
Worthington Financial Partners
Ohio
$958K -$264K -945 -23%
GAM
629
Griffin Asset Management
New York
$958K -$65.8K -236 -7%
AWM
630
Axxcess Wealth Management
California
$947K -$208K -745 -19%
DAS
631
Dynamic Advisor Solutions
Arizona
$936K +$72.2K +259 +9%
LTI
632
Laffer Tengler Investments
Tennessee
$934K +$231K +829 +36%
GI
633
GLOBALT Investments
Georgia
$930K – – –
JSAM
634
J. Safra Asset Management
New York
$919K -$1.39K -5 -0.2%
VA
635
VestGen Advisors
Illinois
$915K +$712K +2,552 New
CA
636
Clune & Associates
Illinois
$913K – – –
PA
637
PFG Advisors
Arizona
$912K -$558 -2 -0.1%
SWM
638
Sendero Wealth Management
Texas
$909K +$855K +3,066 New
MAM
639
Morse Asset Management
Connecticut
$904K +$85K +305 +11%
LCM
640
LRT Capital Management
Texas
$897K +$844K +3,026 New
ECM
641
Everence Capital Management
Indiana
$895K -$508K -1,821 -38%
PAG
642
Poinciana Advisors Group
Florida
$894K -$33.2K -119 -4%
CA
643
Clearstead Advisors
Ohio
$894K +$2.79K +10 +0.3%
AFM
644
Anson Funds Management
Texas
$889K +$837K +3,000 New
CL
645
Choreo LLC
Illinois
$878K -$23.1K -83 -3%
FRM
646
Fox Run Management
Connecticut
$877K -$1.26M -4,519 -59%
NG
647
Navigation Group
California
$871K +$819K +2,937 New
AWA
648
Aaron Wealth Advisors
Illinois
$867K -$233K -835 -22%
ZF
649
Zhang Financial
Michigan
$861K +$810K +2,905 New
DMBA
650
Deseret Mutual Benefit Administrators
Utah
$856K +$436K +1,565 +118%
24 25
26
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