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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1151
Leonteq Securities AG
Switzerland
$515K +$91.5K +371 +24%
AWM
1152
Aprio Wealth Management
Georgia
$512K +$198K +803 +72%
IAS
1153
Insigneo Advisory Services
Florida
$510K +$84.8K +344 +22%
WG
1154
Wealth Group
North Carolina
$506K -$37.2K -151 -7%
JIC
1155
Johnson Investment Counsel
Ohio
$506K +$52K +211 +13%
FGP
1156
Freestone Grove Partners
California
$505K -$412K -1,672 -47%
OWM
1157
OneAscent Wealth Management
Alabama
$504K -$13.1K -53 -3%
CH
1158
Cromwell Holdings
Wyoming
$499K – – –
PAG
1159
Private Advisory Group
Washington
$498K -$129K -522 -22%
ICP
1160
Interchange Capital Partners
Pennsylvania
$498K -$43.1K -175 -9%
PCA
1161
Pallas Capital Advisors
Massachusetts
$497K +$168K +682 +58%
BBA
1162
Baader Bank Aktiengesellschaft
Germany
$494K +$176K +715 +56%
MHR
1163
Matthew Hamilton Rosenberg
$493K +$38.7K +157 +9%
VIP
1164
Vista Investment Partners
Oklahoma
$493K -$60.1K -244 -12%
OIS
1165
OneAscent Investment Solutions
Alabama
$493K +$456K +1,849 New
CHP
1166
Cable Hill Partners
Oregon
$493K – – –
TFA
1167
Toth Financial Advisory
Virginia
$492K – – –
WIA
1168
World Investment Advisors
California
$491K +$35.5K +144 +8%
IMC
1169
Investment Management Corporation
Virginia
$488K +$451K +1,831 New
MBTD
1170
Mechanics Bank - Trust Department
California
$486K +$449K +1,822 New
PCS
1171
Personal CFO Solutions
New Jersey
$485K +$58.4K +237 +15%
CPA
1172
Capital Performance Advisors
California
$485K +$448K +1,819 New
MGIA
1173
Moneta Group Investment Advisors
Missouri
$483K -$23.7K -96 -5%
MA
1174
MJP Associates
Connecticut
$481K +$3.45K +14 +0.8%
HWM
1175
Hohimer Wealth Management
Washington
$480K +$10.1K +41 +2%
45 46
47
48 49