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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
751
HBK Sorce Advisory
Pennsylvania
$212K +$190K +1,813 New
WAP
752
Wealthcare Advisory Partners
Pennsylvania
$210K +$194K +1,858 New
SIA
753
Soltis Investment Advisors
Utah
$210K +$194K +1,855 New
NS
754
NBC Securities
Alabama
$209K -$25.6K -245 -12%
PFBT
755
Parkside Financial Bank & Trust
Missouri
$209K -$32.6K -312 -14%
KAM
756
Knightsbridge Asset Management
California
$207K +$191K +1,830 New
VCM
757
Versant Capital Management
Arizona
$207K +$88.7K +848 +86%
RWP
758
Revolve Wealth Partners
New Jersey
$206K +$190K +1,819 New
FCBT
759
First Citizens Bank & Trust
North Carolina
$206K +$190K +1,817 New
CW
760
CreativeOne Wealth
Kansas
$205K +$189K +1,807 New
TRCT
761
Tower Research Capital (TRC)
New York
$205K -$215K -2,055 -53%
KA
762
Klingman & Associates
New York
$203K +$188K +1,794 New
FWA
763
FSM Wealth Advisors
Ohio
$202K +$186K +1,780 New
WSFS
764
Wilmington Savings Fund Society
Delaware
$198K -$33.9K -324 -16%
CL
765
CSS LLC
Illinois
$185K -$630K -6,021 -79%
WANY
766
Wealthspire Advisors (New York)
New York
$176K +$163K +1,553 New
IWM
767
IMG Wealth Management
Florida
$174K – – –
PS
768
Principal Securities
Iowa
$166K +$23.9K +228 +18%
VNA
769
Valley National Advisers
Pennsylvania
$164K -$4.29M -41,010 -97%
HB
770
Horizon Bancorp
Indiana
$164K +$69.9K +668 +85%
CPBTD
771
Central Pacific Bank - Trust Division
Hawaii
$154K – – –
CAL
772
Capital Analysts LLC
Pennsylvania
$152K -$54K -516 -28%
NL
773
NKCFO LLC
Illinois
$148K -$54.9K -525 -29%
TPCW
774
TD Private Client Wealth
New York
$134K -$23.2K -222 -16%
APW
775
Aventura Private Wealth
Florida
$125K +$115K +1,100 New
29 30
31
32 33