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Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
1301
West Coast Financial
California
$34M -$3.17K -17 -0%
PD
1302
Point72 (DIFC)
United Arab Emirates
$33.9M +$30M +160,948 New
UAS
1303
United Asset Strategies
New York
$33.8M +$1.73M +9,272 +6%
PJSIMP
1304
P.J. Schmidt Investment Management (PJS)
Wisconsin
$33.8M +$260K +1,394 +0.9%
SFP
1305
Sandbox Financial Partners
Maryland
$33.8M -$4.73M -25,363 -14%
CFA
1306
Capstone Financial Advisors
Illinois
$33.8M -$952K -5,107 -3%
KCPG
1307
Kavar Capital Partners Group
Kansas
$33.8M -$161K -861 -0.5%
PO
1308
Private Ocean
California
$33.7M +$25.4M +136,260 +571%
KJWM
1309
Kiley Juergens Wealth Management
Washington
$33.7M +$143K +767 +0.5%
NG
1310
Northstar Group
New York
$33.6M -$402K -2,153 -1%
CCM
1311
Conway Capital Management
California
$33.4M -$442K -2,372 -1%
WIM
1312
Wittenberg Investment Management
Massachusetts
$33.3M -$241K -1,290 -0.8%
YRHAM
1313
Yong Rong (HK) Asset Management
Hong Kong
$33.1M +$29.3M +157,300 New
NFGCM
1314
Norman Fields Gottscho Capital Management
New York
$33.1M -$1.39M -7,454 -5%
GAM
1315
Guinness Asset Management
United Kingdom
$33.1M +$1.07M +5,759 +4%
SIG
1316
Sargent Investment Group
Maryland
$33M +$734K +3,938 +3%
GIM
1317
Goelzer Investment Management
Indiana
$33M -$399K -2,137 -1%
ST
1318
Sabal Trust
Florida
$33M +$13.1M +70,283 +82%
FFM
1319
FengHe Fund Management
Singapore
$33M +$29.2M +156,500 New
CCM
1320
Condor Capital Management
New Jersey
$33M -$1.01M -5,403 -3%
CCP
1321
Clarkston Capital Partners
Michigan
$32.9M -$260K -1,394 -0.9%
SB
1322
Strategic Blueprint
Georgia
$32.9M +$452K +2,422 +2%
SBCM
1323
Schwerin Boyle Capital Management
Massachusetts
$32.9M -$2.95M -15,800 -9%
TW
1324
TrinityPoint Wealth
Connecticut
$32.9M -$8.95K -48 -0%
LP
1325
LMR Partners
United Kingdom
$32.8M +$29.1M +155,934 New
51 52
53
54 55