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Name Holding Trade Value Shares
Change 		Change in
Stake
LFDLE
676
La Financiere de L'Echiquier
France
$428K +$404K +9,500 New
PTC
677
Petrus Trust Company
Texas
$427K +$78.2K +1,840 +24%
MTC
678
McDaniel Terry & Co
Texas
$426K – – –
SFA
679
Sequoia Financial Advisors
Ohio
$424K +$400K +9,415 New
ICM
680
Islay Capital Management
Texas
$415K – – –
BWM
681
BerganKDV Wealth Management
Minnesota
$409K -$145K -3,420 -27%
PWS
682
Precision Wealth Strategies
Missouri
$408K -$1.7K -40 -0.4%
HIC
683
Holderness Investments Company
North Carolina
$407K -$10.6K -250 -3%
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$406K – – –
GFWA
685
Grey Fox Wealth Advisors
Delaware
$405K +$383K +9,010 New
SIA
686
Schechter Investment Advisors
Michigan
$404K +$1.91K +45 +0.5%
WPW
687
Waldron Private Wealth
Pennsylvania
$404K – – –
BF
688
BOK Financial
Oklahoma
$403K -$6.37K -150 -2%
DEA
689
DoubleLine ETF Adviser
Florida
$403K +$381K +8,960 New
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$400K -$3.4K -80 -0.9%
VT
691
Vise Technologies
New York
$399K -$78.2K -1,840 -17%
KAM
692
KEB Asset Management
Illinois
$394K – – –
MHS
693
M Holdings Securities
Oregon
$391K – – –
DA
694
Drake & Associates
Wisconsin
$384K +$40.6K +955 +13%
II
695
Inspire Investing
Idaho
$378K -$15.5K -365 -4%
WTB
696
Washington Trust Bank
Washington
$376K +$355K +8,360 New
CFG
697
Citizens Financial Group
Rhode Island
$374K -$31.9K -750 -8%
CAM
698
Cresset Asset Management
Illinois
$373K -$59.9K -1,410 -14%
BP
699
Ballentine Partners
Massachusetts
$372K +$351K +8,265 New
JCM
700
J2 Capital Management
Michigan
$368K +$7.86K +185 +2%
26 27
28
29 30