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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
701
Chartwell Investment Partners
Pennsylvania
$4.31M -$178K -912 -4%
NFSG
702
Newbridge Financial Services Group
Florida
$4.3M -$734K -3,756 -13%
CFP
703
Cascade Financial Partners
California
$4.3M +$4.91M +25,140 New
BSAM
704
Blue Square Asset Management
New York
$4.24M +$1.19M +6,083 +34%
VCM
705
Vivaldi Capital Management
Illinois
$4.22M -$260K -1,333 -5%
DT
706
Diversified Trust
Tennessee
$4.21M -$2.86M -14,629 -38%
OAM
707
Ostrum Asset Management
France
$4.21M -$643K -3,289 -12%
WANY
708
Wealthspire Advisors (New York)
New York
$4.2M -$961K -4,917 -17%
CA
709
Cullinan Associates
Kentucky
$4.19M +$45.1K +231 +1%
HI
710
Harbour Investments
Wisconsin
$4.19M +$427K +2,187 +10%
BL
711
Balentine LLC
Georgia
$4.19M +$887K +4,538 +24%
FWCM
712
Ferguson Wellman Capital Management
Oregon
$4.18M +$50.4K +258 +1%
NIM
713
Northeast Investment Management
Massachusetts
$4.17M -$1.04M -5,345 -18%
SCM
714
SCS Capital Management
Massachusetts
$4.16M – – –
RJT
715
Raymond James Trust
Florida
$4.14M -$55.7K -285 -1%
AWM
716
Avior Wealth Management
Nebraska
$4.13M +$1.25M +6,393 +37%
GCM
717
Goldstream Capital Management
Hong Kong
$4.13M -$6.6M -33,772 -59%
CAG
718
Csenge Advisory Group
Florida
$4.13M -$60K -307 -1%
BFA
719
Bragg Financial Advisors
North Carolina
$4.11M +$714K +3,654 +19%
DWM
720
Dakota Wealth Management
Florida
$4.11M +$2.01M +10,285 +79%
LSAG
721
Lake Street Advisors Group
New Hampshire
$4.1M +$668K +3,421 +17%
XT
722
XTX Topco
Cayman Islands
$4.1M +$3.15M +16,113 +224%
WC
723
Wynn Capital
Georgia
$4.09M +$121K +618 +3%
PFA
724
Pure Financial Advisors
California
$4.07M -$239K -1,225 -5%
MCC
725
Malaga Cove Capital
California
$4.06M +$260K +1,333 +6%
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