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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1401
Coppell Advisory Solutions
Texas
$30.5M +$27M +144,725 New
OFS
1402
OMC Financial Services
New York
$30.4M -$1.09M -5,863 -4%
CFG
1403
Cooper Financial Group
California
$30.4M +$613K +3,286 +2%
AWP
1404
Ascent Wealth Partners
New York
$30.4M -$136K -731 -0.5%
CC
1405
Callan Capital
California
$30.3M +$847K +4,544 +3%
VNA
1406
Valley National Advisers
Pennsylvania
$30.3M -$897K -4,811 -3%
AC
1407
Addenda Capital
Quebec, Canada
$30.3M +$2.4M +12,848 +10%
LWL
1408
Leo Wealth LLC
Texas
$30.3M -$2.04M -10,935 -7%
LPAM
1409
Lodestar Private Asset Management
California
$30.1M +$862K +4,623 +3%
SC
1410
Syon Capital
California
$30.1M +$674K +3,612 +3%
RIA
1411
Regal Investment Advisors
Michigan
$30.1M +$382K +2,049 +1%
HKIM
1412
Hayek Kallen Investment Management
Alabama
$30M -$153K -822 -0.6%
SFG
1413
SevenBridge Financial Group
Pennsylvania
$30M +$48.3K +259 +0.2%
AA
1414
Auxano Advisors
Washington
$30M +$4.84M +25,949 +22%
OAM
1415
Occidental Asset Management
California
$29.9M +$940K +5,040 +4%
DBIA
1416
Dumont & Blake Investment Advisors
New Jersey
$29.9M +$13.1M +70,317 +98%
GGS
1417
Galvin Gaustad & Stein
Arizona
$29.9M +$509K +2,728 +2%
SBH
1418
Segall Bryant & Hamill
Illinois
$29.8M +$498K +2,671 +2%
SRA
1419
Summit Rock Advisors
New York
$29.8M -$35.1M -188,237 -57%
OHIS
1420
Oak Harvest Investment Services
Texas
$29.8M +$2.28M +12,227 +9%
MMG
1421
Monetary Management Group
Missouri
$29.8M +$644K +3,455 +3%
CF
1422
Clarity Financial
Texas
$29.7M +$475K +2,549 +2%
FFO
1423
Fortitude Family Office
Arizona
$29.7M +$237K +1,270 +0.9%
SWK
1424
Stephen W. Kidder
$29.7M +$25.2K +135 +0.1%
FWP
1425
FAS Wealth Partners
Kansas
$29.7M +$1.35M +7,223 +5%
55 56
57
58 59