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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$615K -$74.1K -1,675 -11%
EWM
602
Empirical Wealth Management
Washington
$615K +$69.6K +1,575 +14%
SW
603
SteelPeak Wealth
California
$614K +$582K +13,160 New
MWM
604
Minot Wealth Management
Massachusetts
$613K +$580K +13,125 New
CWS
605
Confluence Wealth Services
Pennsylvania
$611K – – –
PP
606
Prudential plc
United Kingdom
$611K +$579K +13,090 New
IF
607
Insight Folios
North Carolina
$604K -$23.9K -540 -4%
RIM
608
Redpoint Investment Management
Australia
$600K -$49.5K -1,120 -8%
TI
609
Trexquant Investment
Connecticut
$597K -$1.26M -28,440 -69%
LC
610
LCNB Corp
Ohio
$597K – – –
XSC
611
X-Square Capital
Puerto Rico
$597K +$41.8K +945 +8%
PWSG
612
Pacific Wealth Strategies Group
California
$593K +$111K +2,500 +24%
ED
613
Exane Derivatives
France
$593K +$561K +12,695 New
MWA
614
Motive Wealth Advisors
Michigan
$591K -$55K -1,245 -9%
AT
615
Arden Trust
Delaware
$591K -$28.7K -650 -5%
GSWM
616
Golden State Wealth Management
California
$588K -$19K -430 -3%
SSA
617
Schonfeld Strategic Advisors
New York
$583K +$553K +12,500 New
FTDI
618
First Trust Direct Indexing
Massachusetts
$581K +$200K +4,530 +57%
SCM
619
Stevens Capital Management
Pennsylvania
$578K +$547K +12,380 New
KFGK
620
Keystone Financial Group (Kentucky)
Kentucky
$572K +$9.95K +225 +2%
CAC
621
Core Alternative Capital
Georgia
$570K +$381K +8,620 +240%
SC
622
SouthState Corp
Florida
$567K +$111K +2,500 +26%
LRIC
623
Long Road Investment Counsel
Michigan
$560K – – –
SSWG
624
Seven Springs Wealth Group
Tennessee
$555K – – –
BG
625
Bollard Group
Massachusetts
$555K +$2.21K +50 +0.4%
23 24
25
26 27