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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
601
Toth Financial Advisory
Virginia
$585K – – –
OC
602
Oppenheimer & Co
New York
$585K -$313K -1,349 -33%
WA
603
Wealth Alliance
New York
$582K -$20.2K -87 -3%
GCMG
604
Gyroscope Capital Management Group
Florida
$580K – – –
PA
605
Parallel Advisors
California
$578K +$8.12K +35 +1%
PFWA
606
Paces Ferry Wealth Advisors
Georgia
$572K -$18.6K -80 -3%
IIM
607
Ironwood Investment Management
Massachusetts
$553K -$29.2K -126 -5%
EF
608
Empowered Funds
Pennsylvania
$544K +$80.5K +347 +16%
WCA
609
Westover Capital Advisors
Delaware
$544K -$74K -319 -11%
TI
610
TTP Investments
California
$542K +$3.02K +13 +0.5%
TCBWMS
611
Texas Capital Bank Wealth Management Services
Texas
$541K -$5.1K -22 -0.9%
OTPPB
612
Ontario Teachers' Pension Plan Board
Ontario, Canada
$533K +$575K +2,479 New
BA
613
Bristlecone Advisors
Washington
$532K – – –
DIM
614
DC Investments Management
Virginia
$529K – – –
WF
615
Welch & Forbes
Massachusetts
$528K +$928 +4 +0.2%
MAM
616
Morse Asset Management
Connecticut
$525K +$52.2K +225 +10%
MM
617
MQS Management
New York
$523K +$305K +1,316 +118%
BRWA
618
B. Riley Wealth Advisors
Florida
$519K +$104K +450 +23%
MF
619
Magnetar Financial
Illinois
$515K +$556K +2,396 New
QAM
620
Q3 Asset Management
Michigan
$506K +$546K +2,355 New
MYAM
621
Meiji Yasuda Asset Management
Japan
$504K +$64.9K +280 +14%
CG
622
Caprock Group
Idaho
$501K +$312K +1,345 +137%
NB
623
Norinchukin Bank
Japan
$500K -$87.9K -379 -14%
APC
624
Aspire Private Capital
North Carolina
$497K -$696 -3 -0.1%
HIM
625
Hillsdale Investment Management
Ontario, Canada
$494K +$533K +2,300 New
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25
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