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Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1801
Norris Perne & French
Michigan
$21.8M +$3.09M +13,694 +19%
OIA
1802
Optimum Investment Advisors
Illinois
$21.8M -$141K -625 -0.7%
BL
1803
BFSG LLC
California
$21.8M +$16.5K +73 +0.1%
AAA
1804
Adams Asset Advisors
Texas
$21.8M – – –
GFG
1805
Greystone Financial Group
Michigan
$21.7M +$645K +2,857 +3%
BCG
1806
Breakwater Capital Group
New Jersey
$21.7M -$562K -2,488 -3%
AIA
1807
AIMZ Investment Advisors
California
$21.7M -$153K -679 -0.8%
CAC
1808
Core Alternative Capital
Georgia
$21.7M -$2.17M -9,618 -10%
CCP
1809
Clough Capital Partners
Massachusetts
$21.7M -$5.72M -25,325 -23%
HA
1810
Herold Advisors
New York
$21.6M -$2.35M -10,400 -11%
JF
1811
JSF Financial
California
$21.5M -$359K -1,590 -2%
IPW
1812
Inlet Private Wealth
Florida
$21.5M +$91.3K +404 +0.5%
SP
1813
Stonebrook Private
Michigan
$21.5M +$77.9K +345 +0.4%
KFA
1814
Kapstone Financial Advisors
Ohio
$21.5M -$660K -2,923 -3%
MA
1815
MCF Advisors
Kentucky
$21.4M -$286K -1,266 -1%
OFS
1816
OneAscent Financial Services
Alabama
$21.4M +$216K +956 +1%
LNWTC
1817
Laird Norton Wetherby Trust Company
Washington
$21.4M – – –
DE
1818
Diversified Enterprises
Delaware
$21.4M +$490K +2,171 +3%
RIA
1819
Realta Investment Advisors
Delaware
$21.3M +$328K +1,451 +2%
NFSG
1820
Newbridge Financial Services Group
Florida
$21.3M +$966K +4,275 +5%
GM
1821
GeoWealth Management
Illinois
$21.3M +$358K +1,583 +2%
CFA
1822
Cahill Financial Advisors
Minnesota
$21.3M +$551K +2,438 +3%
IA
1823
Insight Advisors
Pennsylvania
$21.3M -$734K -3,249 -4%
MSAM
1824
Moloney Securities Asset Management
Missouri
$21.2M -$495K -2,192 -3%
PAM
1825
Pegasus Asset Management
New York
$21.2M +$73.2K +324 +0.4%
71 72
73
74 75