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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1201
Perennial Investment Advisors
California
$41.8M +$1.03M +4,577 +3%
TTWM
1202
TCV Trust & Wealth Management
Virginia
$41.8M -$198K -877 -0.5%
GBT
1203
Grove Bank & Trust
Florida
$41.7M -$125K -554 -0.3%
IF
1204
Ironwood Financial
Arizona
$41.7M -$1.87M -8,258 -5%
OAM
1205
Occidental Asset Management
California
$41.7M +$1.2M +5,326 +3%
FAM
1206
Formidable Asset Management
Ohio
$41.7M -$1.65M -7,299 -3%
BFG
1207
Berger Financial Group
Minnesota
$41.6M -$313K -1,385 -0.8%
CCA
1208
Checchi Capital Advisers
California
$41.6M -$3.37M -14,897 -8%
WA
1209
WP Advisors
California
$41.5M -$106K -470 -0.3%
NAMP
1210
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$41.5M -$273K -1,210 -0.7%
CA
1211
CoreCap Advisors
Michigan
$41.3M -$2.28M -10,095 -6%
MWA
1212
Miller Wealth Advisors
Colorado
$41.3M -$166K -736 -0.5%
TWM
1213
TriaGen Wealth Management
California
$41.2M -$95.3K -422 -0.3%
ZIG
1214
Zullo Investment Group
Pennsylvania
$41.2M -$58.3K -258 -0.2%
TS
1215
TradeWell Securities
Indiana
$41.1M -$185K -818 -0.5%
NC
1216
NZS Capital
Colorado
$41.1M +$10.9M +48,171 +43%
DP
1217
DDD Partners
Washington
$40.9M +$717K +3,173 +2%
RCW
1218
Rheos Capital Works
Japan
$40.9M +$13.3M +59,000 +58%
LW
1219
Linscomb Wealth
Texas
$40.9M +$1.86M +8,249 +5%
OWA
1220
One Wealth Advisors
California
$40.8M -$1.87M -8,275 -5%
WP
1221
Westmount Partners
California
$40.8M -$947K -4,190 -3%
LCM
1222
Lazari Capital Management
California
$40.6M -$1.4M -6,184 -4%
GGI
1223
Godsey & Gibb Inc
Virginia
$40.5M -$428K -1,893 -1%
MSFS
1224
Main Street Financial Solutions
Pennsylvania
$40.5M +$2.77M +12,241 +8%
SRC
1225
Shufro Rose & Co
New York
$40.5M -$267K -1,184 -0.6%
47 48
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