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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1501
Trek Financial
Arizona
$19.3M +$1.19M +8,087 +7%
SGA
1502
Strategic Global Advisors
California
$19.3M -$1.47M -9,966 -8%
SSI
1503
Scott & Selber Inc
Texas
$19.2M +$69.2K +469 +0.4%
CJL
1504
Cyrus J. Lawrence
New York
$19.2M +$729K +4,943 +4%
IAM
1505
Innovis Asset Management
Illinois
$19.2M -$648K -4,390 -4%
SG
1506
StoneX Group
New York
$19.2M +$1.53M +10,346 +10%
WCM
1507
Whitener Capital Management
North Carolina
$19.2M -$669K -4,533 -4%
FTC
1508
Farmers Trust Company
Ohio
$19.1M -$130K -882 -0.8%
PCA
1509
Peddock Capital Advisors
Massachusetts
$19.1M +$133K +901 +0.8%
EI
1510
Ellevest Inc
New York
$19.1M +$1.91M +12,962 +13%
GFS
1511
GYL Financial Synergies
Connecticut
$19.1M -$351K -2,381 -2%
JC
1512
JB Capital
Connecticut
$19.1M +$459K +3,111 +3%
BMWM
1513
Brown Miller Wealth Management
Virginia
$19.1M -$32.6K -221 -0.2%
AAA
1514
Adams Asset Advisors
Texas
$19.1M – – –
EP
1515
Edgestream Partners
New Jersey
$19M +$3.27M +22,166 +24%
BTI
1516
Blue Trust Inc
Georgia
$19M -$2.05M -13,920 -9%
WIC
1517
Willis Investment Counsel
Georgia
$19M +$230K +1,560 +1%
RPWA
1518
Regent Peak Wealth Advisors
Georgia
$18.9M -$164K -1,111 -1%
SC
1519
Slow Capital
California
$18.9M -$909K -6,161 -5%
PFA
1520
Pinnacle Family Advisors
Missouri
$18.9M -$240K -1,626 -1%
MWA
1521
Meridian Wealth Advisors
Texas
$18.9M -$88.1K -597 -0.5%
EF
1522
Empowered Funds
Pennsylvania
$18.8M +$16.9M +114,247 New
OMC
1523
Overbrook Management Corp
New York
$18.8M -$876K -5,938 -5%
GC
1524
Garde Capital
Washington
$18.8M +$1.63M +11,031 +11%
CA
1525
Claro Advisors
Massachusetts
$18.8M +$1.32M +8,917 +8%
59 60
61
62 63