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Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$31.2K -$10.1K -120 -25%
SAG
652
SageView Advisory Group
California
$27.9K +$27.2K +323 New
TFA
653
Toth Financial Advisory
Virginia
$27.7K +$27K +321 New
SC
654
SouthState Corp
Florida
$27.2K – – –
SFG
655
Strive Financial Group
Indiana
$26.9K +$26.3K +312 New
HWA
656
Heritage Wealth Advisors
Virginia
$25.9K – – –
PP
657
PFS Partners
New Jersey
$25.9K – – –
AIS
658
Advocate Investing Services
Maryland
$25.9K +$25.3K +300 New
TLCM
659
Twin Lakes Capital Management
California
$25.7K – – –
EI
660
EFG International
$24.2K +$23.6K +280 New
GWM
661
Geneos Wealth Management
Colorado
$23.8K – – –
RC
662
Rexford Capital
Texas
$23K – – –
BAM
663
Bellevue Asset Management
Washington
$22.4K – – –
TC
664
Truvestments Capital
Florida
$22.3K -$842 -10 -4%
RCM
665
Raleigh Capital Management
North Carolina
$22.1K +$337 +4 +2%
VSQM
666
V-Square Quantitative Management
Illinois
$21.7K +$21.2K +252 New
RAM
667
Reflection Asset Management
South Carolina
$21.7K +$21.1K +251 New
TSMHT
668
Thurston Springer Miller Herd & Titak
Indiana
$21.6K +$21K +250 New
TWC
669
TD Waterhouse Canada
Ontario, Canada
$21.1K -$7.16K -85 -26%
DMBA
670
Deseret Mutual Benefit Administrators
Utah
$20.5K +$4.88K +58 +32%
BLC
671
Brown, Lisle/Cummings
Rhode Island
$19.4K – – –
QCG
672
Quadrant Capital Group
Ohio
$19K +$5.47K +65 +42%
TCOV
673
Trust Company of Vermont
Vermont
$18.4K +$842 +10 +5%
MHR
674
Matthew Hamilton Rosenberg
$18.2K – – –
OWP
675
ORG Wealth Partners
Texas
$17.4K – – –
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