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WHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
476
Bragg Financial Advisors
North Carolina
$253K -$15.9K -80 -7%
FFA
477
Fi3 Financial Advisors
Indiana
$252K +$227K +1,143 New
LOAMS
478
Lombard Odier Asset Management (Switzerland)
Switzerland
$249K +$224K +1,128 New
IFG
479
Independent Financial Group
California
$243K +$219K +1,103 New
RWM
480
Ritholtz Wealth Management
New York
$243K -$49K -247 -18%
OQS
481
Occudo Quantitative Strategies
Florida
$242K +$218K +1,096 New
OTPPB
482
Ontario Teachers' Pension Plan Board
Ontario, Canada
$241K -$710K -3,578 -77%
IIM
483
Ipswich Investment Management
Massachusetts
$238K +$214K +1,080 New
BB
484
Busey Bank
Illinois
$237K -$53K -267 -20%
FMI
485
F/M Investments
District of Columbia
$235K +$212K +1,066 New
WDL
486
Well Done LLC
Michigan
$233K +$210K +1,058 New
TI
487
Tidal Investments
Wisconsin
$230K +$207K +1,042 New
DCM
488
Dupont Capital Management
Delaware
$228K -$427K -2,149 -68%
CCP
489
Corient Capital Partners
California
$228K +$206K +1,036 New
MAM
490
MMA Asset Management
Pennsylvania
$227K +$205K +1,032 New
PCG
491
Private Capital Group
Connecticut
$224K -$349K -1,760 -63%
TFGT
492
TS Financial Group (TSFG)
Illinois
$221K -$37.9K -191 -16%
WG
493
Welch Group
Alabama
$220K +$198K +1,000 New
SDWIA
494
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K +$195K +984 New
CWM
495
Curi Wealth Management
North Carolina
$213K – – –
PA
496
Profund Advisors
Maryland
$211K +$190K +959 New
SCM
497
Stevens Capital Management
Pennsylvania
$210K -$162K -814 -46%
FMWA
498
Forvis Mazars Wealth Advisors
Missouri
$210K +$189K +954 New
GSIS
499
Global Strategic Investment Solutions
Arizona
$206K +$186K +937 New
GTCM
500
Gyon Technologies Capital Management
New Jersey
$205K +$185K +931 New
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