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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
601
Evoke Wealth
California
$474K +$19.5K +186 +5%
YCG
602
Yeomans Consulting Group
Georgia
$471K +$83.6K +799 +24%
LP
603
LMR Partners
United Kingdom
$470K +$434K +4,150 New
ISL
604
Ingalls & Snyder LLC
New York
$467K -$1.67K -16 -0.4%
DWA
605
Dorsey Wright & Associates
California
$466K -$11.3K -108 -3%
SC
606
Savant Capital
Illinois
$454K -$44.1K -421 -9%
EWM
607
Evercore Wealth Management
New York
$453K – – –
TPI
608
Trust Point Inc
Wisconsin
$453K – – –
MSE
609
MUFG Securities EMEA
United Kingdom
$451K +$353K +3,374 +553%
MIF
610
Mediolanum International Funds
Ireland
$451K -$25.6M -245,110 -98%
VV
611
Verity & Verity
South Carolina
$443K – – –
PWM
612
Perigon Wealth Management
California
$440K +$406K +3,884 New
PA
613
Parallel Advisors
California
$436K -$4.08K -39 -1%
TTIC
614
Tower Trust & Investment Company
Iowa
$435K +$402K +3,841 New
PP
615
Prudential plc
United Kingdom
$432K +$400K +3,818 New
PWG
616
Portside Wealth Group
Utah
$425K +$393K +3,755 New
TCA
617
Transcend Capital Advisors
New Jersey
$424K +$128K +1,220 +48%
IA
618
IFP Advisors
Florida
$422K +$42.9K +410 +12%
PI
619
PFG Investments
New York
$422K +$42.6K +407 +12%
FFA
620
Farther Finance Advisors
California
$421K +$65.2K +623 +20%
PCP
621
Perbak Capital Partners
United Kingdom
$420K +$389K +3,714 New
NB
622
Nicolet Bankshares
Wisconsin
$420K +$388K +3,708 New
TCM
623
Traub Capital Management
Massachusetts
$419K -$119K -1,133 -23%
BP
624
Ballentine Partners
Massachusetts
$416K +$8.06K +77 +2%
ACA
625
Aptus Capital Advisors
Alabama
$413K +$23K +220 +6%
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25
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