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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1526
Waldron Private Wealth
Pennsylvania
$1.19M +$183K +1,325 +17%
DA
1527
Doliver Advisors
Texas
$1.19M +$1.24M +9,001 New
SCM
1528
Suvretta Capital Management
New York
$1.19M +$1.24M +9,000 New
ANRIA
1529
American National Registered Investment Advisor
Texas
$1.19M – – –
GFS
1530
GYL Financial Synergies
Connecticut
$1.18M +$1.23M +8,913 New
LSAG
1531
Lake Street Advisors Group
New Hampshire
$1.17M +$62.8K +455 +5%
NHC
1532
Nicholas Hoffman & Company
Georgia
$1.16M +$68.9K +499 +6%
KLI
1533
Kelman-Lazarov Inc
Tennessee
$1.15M -$327K -2,369 -21%
MJP
1534
Michael J. Puzo
$1.15M -$110K -800 -8%
BTNA
1535
Bremer Trust National Association
Minnesota
$1.15M -$98.6K -714 -8%
AAM
1536
Ascension Asset Management
New York
$1.15M +$1.2M +8,675 New
FHC
1537
First Heartland Consultants
Missouri
$1.13M -$22.4K -162 -2%
RMC
1538
Resources Management Corp
Connecticut
$1.13M -$263K -1,905 -18%
DBRC
1539
D.B. Root & Company
Pennsylvania
$1.13M +$691 +5 +0.1%
NDSI
1540
Newman Dignan & Sheerar Inc
Rhode Island
$1.12M +$3.45K +25 +0.3%
GBT
1541
Grove Bank & Trust
Florida
$1.12M +$120K +869 +11%
PPCM
1542
Pillar Pacific Capital Management
California
$1.11M -$42.8K -310 -4%
NB
1543
Northwest Bancshares
Pennsylvania
$1.11M +$29.7K +215 +3%
VIA
1544
Vident Investment Advisory
Georgia
$1.11M +$371K +2,687 +47%
RWM
1545
Ritholtz Wealth Management
New York
$1.1M +$41.8K +303 +4%
PFBT
1546
Parkside Financial Bank & Trust
Missouri
$1.1M -$16K -116 -1%
JFGIW
1547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.1M +$138K +996 +14%
GLA
1548
Good Life Advisors
Pennsylvania
$1.1M +$265K +1,917 +30%
TI
1549
Tidal Investments
Wisconsin
$1.09M +$1.15M +8,300 New
CPIG
1550
Chicago Partners Investment Group
Illinois
$1.09M +$13.8K +100 +1%
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