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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
501
Private Capital Management (Florida)
Florida
$968K +$306K +7,500 +50%
FFA
502
Fortune Financial Advisors
Kansas
$964K +$70.1K +1,715 +8%
DILIC
503
Dai-ichi Life Insurance Company
Japan
$963K -$4.47M -109,455 -83%
MLICM
504
Metropolitan Life Insurance Company (MetLife)
New York
$946K -$20.8K -510 -2%
PA
505
Procyon Advisors
Connecticut
$928K +$60.3K +1,475 +7%
UB
506
UMB Bank
Missouri
$921K -$1.84K -45 -0.2%
CFGS
507
Concourse Financial Group Securities
Alabama
$918K +$29K +710 +3%
QWP
508
Quotient Wealth Partners
Texas
$915K +$869K +21,280 New
DT
509
Diversified Trust
Tennessee
$913K -$32.7K -800 -4%
BCM
510
Buckhead Capital Management
Georgia
$912K +$866K +21,200 New
SVWAG
511
Sound View Wealth Advisors Group
Georgia
$908K -$57.4K -1,405 -6%
PA
512
PFW Advisors
Georgia
$904K -$13.9K -340 -2%
AWM
513
AE Wealth Management
Kansas
$902K -$850K -20,805 -51%
HA
514
Herold Advisors
New York
$902K -$204K -5,000 -19%
WWM
515
Western Wealth Management
Colorado
$897K +$204 +5 +0%
BSB
516
Bangor Savings Bank
Maine
$895K -$4.9K -120 -0.6%
KA
517
Kintegral Advisory
New York
$894K -$5.31K -130 -0.6%
GLA
518
Great Lakes Advisors
Illinois
$886K +$192K +4,690 +29%
TW
519
TrinityPoint Wealth
Connecticut
$884K -$20.4K -500 -2%
EOJOAM
520
E. Ohman J:or Asset Management
Sweden
$882K -$204K -5,000 -20%
SAM
521
Summit Asset Management
Tennessee
$879K – – –
SI
522
Scharf Investments
California
$877K +$17.2K +420 +2%
EP
523
Edgestream Partners
New Jersey
$870K +$412K +10,085 +99%
ST
524
Sabal Trust
Florida
$860K -$45.1K -1,105 -5%
XT
525
XTX Topco
Cayman Islands
$850K +$122K +2,975 +18%
19 20
21
22 23