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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1226
KMG Fiduciary Partners
Ohio
$9.76M +$4.45M +13,157 +89%
NFG
1227
Nations Financial Group
Iowa
$9.75M +$434K +1,282 +5%
DJSG
1228
D.J. St. Germain
Massachusetts
$9.74M -$323K -954 -3%
IPGDR
1229
Investidor Profissional Gestao de Recursos
Brazil
$9.73M -$959K -2,835 -9%
TIM
1230
Thompson Investment Management
Wisconsin
$9.73M -$569K -1,682 -6%
GEA
1231
Glen Eagle Advisors
New Jersey
$9.68M -$269K -794 -3%
TCOO
1232
Trust Company of Oklahoma
Oklahoma
$9.67M -$403K -1,192 -4%
CA
1233
Claar Advisors
New York
$9.64M -$925K -2,735 -9%
TPCW
1234
TD Private Client Wealth
New York
$9.64M -$1.6M -4,721 -15%
HCA
1235
Harbour Capital Advisors
Virginia
$9.61M -$61.6K -182 -0.6%
AWP
1236
Ascent Wealth Partners
New York
$9.6M +$229K +676 +3%
SFP
1237
Shepherd Financial Partners
Massachusetts
$9.59M +$231K +683 +3%
BWS
1238
Buck Wealth Strategies
Colorado
$9.58M -$917K -2,710 -9%
RSWM
1239
Robertson Stephens Wealth Management
California
$9.57M -$320K -946 -3%
TAIM
1240
Te Ahumairangi Investment Management
New Zealand
$9.56M -$489K -1,446 -5%
AC
1241
AlphaCore Capital
California
$9.55M +$3.88M +11,453 +72%
NS
1242
NBC Securities
Alabama
$9.54M +$9.21M +27,206 +104,638%
DAS
1243
Diversify Advisory Services
Utah
$9.52M +$834K +2,465 +10%
CAS
1244
Coppell Advisory Solutions
Texas
$9.51M +$8.43M +24,900 +846%
CHC
1245
City Holding Co
West Virginia
$9.49M -$13.2K -39 -0.1%
OPW
1246
Osprey Private Wealth
New York
$9.47M +$1.74M +5,140 +23%
LOPW
1247
Live Oak Private Wealth
North Carolina
$9.44M +$87.6K +259 +1%
GSP
1248
Grafton Street Partners
Florida
$9.38M -$965K -2,851 -10%
TPA
1249
Trivium Point Advisory
Connecticut
$9.37M -$133K -394 -1%
SC
1250
Settian Capital
New York
$9.36M – – –
48 49
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