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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
651
Jackson Thornton Wealth Management
Alabama
$365K +$327K +3,127 New
OIA
652
OneDigital Investment Advisors
Kansas
$365K -$4.6K -44 -1%
HNB
653
Huntington National Bank
Ohio
$364K +$732 +7 +0.2%
BEI
654
Benjamin Edwards Inc
Missouri
$364K +$58.7K +561 +21%
MCA
655
Martin Capital Advisors
Texas
$363K – – –
AP
656
Americana Partners
Texas
$361K -$112K -1,066 -25%
AAIS
657
ABN AMRO Investment Solutions
$360K +$333K +3,178 New
AWM
658
Axxcess Wealth Management
California
$349K -$1.67K -16 -0.5%
FB
659
Fulton Bank
Pennsylvania
$349K +$105 +1 +0%
NVCHI
660
New Vernon Capital Holdings II
New Jersey
$342K -$87.3K -834 -22%
CFG
661
Citizens Financial Group
Rhode Island
$340K +$8.79K +84 +3%
KPWS
662
Kestra Private Wealth Services
Texas
$337K -$4.08K -39 -1%
RIL
663
Rothschild Investment LLC
Illinois
$337K +$112K +1,067 +56%
LTAS
664
Linden Thomas Advisory Services
North Carolina
$335K -$2.93K -28 -0.9%
BAAM
665
Baker Avenue Asset Management
California
$334K +$309K +2,953 New
MFG
666
Magnus Financial Group
New York
$333K +$1.05K +10 +0.3%
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$331K +$259K +2,476 +556%
BMCM
668
Bryn Mawr Capital Management
Pennsylvania
$331K +$6.91K +66 +2%
SFI
669
Siemens Fonds Invest
Germany
$328K +$303K +2,897 New
CPRC
670
Consolidated Portfolio Review Corp
New York
$327K +$302K +2,889 New
MCM
671
MV Capital Management
Maryland
$324K +$83.7K +800 +39%
RCA
672
Resonant Capital Advisors
Wisconsin
$322K +$1.67K +16 +0.6%
CA
673
CoreCap Advisors
Michigan
$321K +$99.5K +951 +51%
TWD
674
True Wealth Design
Ohio
$317K +$93.9K +897 +47%
CFO
675
Callan Family Office
Pennsylvania
$316K -$76.2K -728 -21%
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