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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1026
SOA Wealth Advisors
New York
$61.4M -$609K -2,269 -0.9%
ELI
1027
Empire Life Investments
Ontario, Canada
$61.4M -$1.19M -4,441 -2%
TCM
1028
Telos Capital Management
California
$61.4M -$1.1M -4,080 -2%
ACA
1029
Affinity Capital Advisors
California
$61.1M +$18.3M +68,245 +44%
MG
1030
Marex Group
$61M +$20.1M +75,002 +50%
AI
1031
Accredited Investors
Minnesota
$60.9M -$5.44M -20,278 -8%
SC
1032
Syon Capital
California
$60.8M +$4.65M +17,318 +8%
SWA
1033
SFMG Wealth Advisors
Texas
$60.7M +$889K +3,310 +2%
SAM
1034
Smithbridge Asset Management
Pennsylvania
$60.7M +$18.3M +68,194 +44%
AS
1035
Altshuler Shaham
Israel
$60.6M +$53.3M +198,496 +807%
CBA
1036
Coastal Bridge Advisors
Connecticut
$60.4M +$558K +2,077 +0.9%
RFA
1037
Rollins Financial Advisors
New York
$60.2M -$4.12M -15,362 -6%
SAM
1038
SP Asset Management
California
$60.2M -$315K -1,174 -0.5%
FG
1039
Fiduciary Group
Georgia
$60.2M -$712K -2,651 -1%
PAI
1040
Pittenger & Anderson Inc
Nebraska
$60M -$235K -875 -0.4%
LDB
1041
Lee, Danner & Bass
Tennessee
$60M -$1.22M -4,527 -2%
BCP
1042
Blue Chip Partners
Michigan
$60M -$655K -2,440 -1%
MWM
1043
Mindset Wealth Management
Indiana
$59.6M -$157K -584 -0.3%
AFP
1044
Ausdal Financial Partners
Iowa
$59.6M -$260K -967 -0.4%
GG
1045
Greenwood Gearhart
Arkansas
$59.4M -$2.65M -9,865 -4%
IA
1046
Integrity Alliance
Iowa
$59.3M +$8.98M +33,466 +18%
DWT
1047
Dorsey & Whitney Trust
South Dakota
$59M -$515K -1,920 -0.9%
MAM
1048
Martingale Asset Management
Massachusetts
$59M +$896K +3,338 +2%
HIC
1049
Hartline Investment Corp
Illinois
$59M -$28.2K -105 -0%
AC
1050
Addenda Capital
Quebec, Canada
$58.9M +$511K +1,902 +0.9%
40 41
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43 44