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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
826
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$246K – – –
QFW
827
QTR Family Wealth
Florida
$245K +$5.16K +36 +2%
SIA
828
SeaBridge Investment Advisors
New Jersey
$244K -$158K -1,101 -40%
KA
829
Klingman & Associates
New York
$243K +$430 +3 +0.2%
WSFS
830
Wilmington Savings Fund Society
Delaware
$243K +$1.43K +10 +0.6%
IAIM
831
International Assets Investment Management
Florida
$242K +$21.6K +151 +10%
TRCT
832
Tower Research Capital (TRC)
New York
$242K -$545K -3,802 -70%
MFS
833
Mirabella Financial Services
United Kingdom
$241K -$338K -2,360 -59%
CNB
834
Camden National Bank
Maine
$241K +$235K +1,643 New
AA
835
Armis Advisers
Georgia
$238K +$2.58K +18 +1%
RFP
836
Root Financial Partners
California
$238K -$4.3K -30 -2%
VFA
837
Valeo Financial Advisors
Indiana
$236K +$231K +1,614 New
NW
838
NewEdge Wealth
Pennsylvania
$232K -$229K -1,600 -50%
IWM
839
IMG Wealth Management
Florida
$230K +$143 +1 +0.1%
TCWA
840
Turtle Creek Wealth Advisors
Texas
$229K -$1.29K -9 -0.6%
AHL
841
Abel Hall LLC
Louisiana
$226K +$5.73K +40 +3%
5NPW
842
55 North Private Wealth
Florida
$225K +$221K +1,539 New
CAM
843
Claret Asset Management
Quebec, Canada
$225K -$156K -1,086 -41%
PWA
844
Pitcairn Wealth Advisors
Pennsylvania
$224K -$447K -3,121 -67%
SW
845
SVB Wealth
Massachusetts
$224K +$15.6K +109 +8%
WAP
846
Wealthcare Advisory Partners
Pennsylvania
$224K -$13.2K -92 -6%
FCA
847
FLC Capital Advisors
California
$223K – – –
FA
848
FDx Advisors
Illinois
$223K -$17.9K -125 -8%
WF
849
WinCap Financial
Massachusetts
$223K +$13.3K +93 +7%
CAAS
850
Capital Asset Advisory Services
Michigan
$221K +$217K +1,512 New
32 33
34
35 36