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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1326
Trust Asset Management
Texas
$21.3M +$808K +5,490 +4%
APP
1327
Avantax Planning Partners
Iowa
$21.3M +$709K +4,817 +3%
NAM
1328
NTV Asset Management
West Virginia
$21.3M +$601K +4,083 +3%
SFG
1329
SevenBridge Financial Group
Pennsylvania
$21.3M -$322K -2,185 -1%
FC
1330
Fulcrum Capital
Washington
$21.2M +$254K +1,724 +1%
BTWM
1331
Baker Tilly Wealth Management
Wisconsin
$21.2M +$2.4M +16,270 +12%
HVIA
1332
Hudson Valley Investment Advisors
New York
$21.2M -$385K -2,613 -2%
HRC
1333
Hoertkorn Richard Charles
$21.2M -$66.3K -450 -0.3%
TC
1334
Tairen Capital
Hong Kong
$21.2M +$12.2M +83,052 +124%
BMO
1335
Beck Mack & Oliver
New York
$21.1M +$140K +950 +0.6%
OMC
1336
Overbrook Management Corp
New York
$21.1M -$190K -1,288 -0.9%
TNBTD
1337
Trustmark National Bank Trust Department
Mississippi
$21.1M -$679K -4,615 -3%
AWM
1338
Avitas Wealth Management
California
$21.1M +$15.9K +108 +0.1%
SMC
1339
Smith, Moore & Co
Missouri
$21.1M -$1.15M -7,791 -5%
BWA
1340
BDO Wealth Advisors
Florida
$21M +$852K +5,789 +4%
QPWM
1341
Quadrant Private Wealth Management
Pennsylvania
$21M -$96.9K -658 -0.4%
IA
1342
IFG Advisory
Georgia
$21M +$412K +2,800 +2%
HA
1343
Harbor Advisors
Florida
$21M – – –
AIM
1344
Arcadia Investment Management
Michigan
$21M -$602K -4,091 -3%
CAM
1345
Claret Asset Management
Quebec, Canada
$21M -$729K -4,949 -3%
HCM
1346
Horiko Capital Management
New York
$21M +$306K +2,081 +1%
IA
1347
Insight Advisors
Pennsylvania
$20.9M +$692K +4,700 +4%
MMPW
1348
Mitchell McLeod Pugh & Williams
Alabama
$20.9M -$211K -1,436 -1%
SCM
1349
Stonebridge Capital Management
California
$20.9M -$784K -5,325 -3%
CFG
1350
Cooper Financial Group
California
$20.9M +$269K +1,826 +1%
52 53
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