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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1901
SCP Investment
California
$5.87M – – –
NWM
1902
Nicola Wealth Management
British Columbia, Canada
$5.87M +$5.15M +80,000 New
RC
1903
RBF Capital
California
$5.87M +$5.15M +80,000 New
PP
1904
Pacifica Partners
Canada
$5.87M +$5.15M +79,984 New
AFM
1905
Andesa Financial Management
Pennsylvania
$5.87M -$7.72K -120 -0.1%
NCM
1906
New Capital Management
Texas
$5.87M +$922K +14,324 +22%
JSC
1907
Jackson Square Capital
California
$5.85M +$5.13M +79,672 New
BA
1908
Baugh & Associates
Georgia
$5.84M -$65.9K -1,024 -1%
BCM
1909
Birch Capital Management
Texas
$5.84M +$5.12M +79,512 New
GLR
1910
Great Lakes Retirement
Ohio
$5.83M +$5.11M +79,380 New
CWA
1911
Clarus Wealth Advisors
Arizona
$5.81M -$110K -1,704 -2%
PFA
1912
Pinnacle Family Advisors
Missouri
$5.81M +$502K +7,804 +11%
MFW
1913
Mosaic Family Wealth
Missouri
$5.79M -$239K -3,712 -4%
TCBWMS
1914
Texas Capital Bank Wealth Management Services
Texas
$5.79M +$5.07M +78,856 New
PK
1915
Pflug Koory
Nebraska
$5.77M +$31.7K +492 +0.6%
HEIP
1916
Hudson Edge Investment Partners
New Jersey
$5.77M -$2.43M -37,824 -32%
BBL
1917
Beck Bode LLC
Massachusetts
$5.76M +$113K +1,764 +2%
TC
1918
Truvestments Capital
Florida
$5.76M -$151K -2,352 -3%
JFL
1919
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.75M +$40.1K +624 +0.8%
AWM
1920
Aevitas Wealth Management
Massachusetts
$5.73M -$107K -1,656 -2%
QI
1921
Qtron Investments
Massachusetts
$5.72M +$163K +2,540 +3%
KMWM
1922
Keudell/Morrison Wealth Management
Oregon
$5.72M -$177K -2,748 -3%
SJIM
1923
St. Johns Investment Management
Florida
$5.72M -$170K -2,636 -3%
BS
1924
Bessemer Securities
New York
$5.72M -$826K -12,840 -14%
MFG
1925
Merit Financial Group
Georgia
$5.71M +$2.26M +35,176 +83%
75 76
77
78 79