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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2101
Montgomery Investment Management
Maryland
$11.1M -$108K -590 -0.9%
TCM
2102
Towercrest Capital Management
Pennsylvania
$11.1M -$147K -804 -1%
IBOK
2103
Independence Bank of Kentucky
Kentucky
$11.1M -$237K -1,290 -2%
GWMIA
2104
Global Wealth Management Investment Advisory
Florida
$11M -$434K -2,369 -4%
SC
2105
Soundwatch Capital
Connecticut
$11M +$1.09M +5,931 +10%
CHP
2106
Cable Hill Partners
Oregon
$11M +$351K +1,912 +3%
NIC
2107
Northwest Investment Counselors
Oregon
$10.9M +$76.8K +419 +0.7%
ISWM
2108
Independent Solutions Wealth Management
New York
$10.9M -$304K -1,660 -3%
HVP
2109
Hudson Value Partners
Florida
$10.9M -$13.2K -72 -0.1%
GWM
2110
GDS Wealth Management
Texas
$10.9M +$610K +3,325 +5%
AJ
2111
Ashburton (Jersey)
Jersey
$10.9M – – –
ZDA
2112
Zweig-DiMenna Associates
New York
$10.9M +$8.46M +46,150 +263%
AAP
2113
Arax Advisory Partners
Colorado
$10.9M -$234K -1,278 -2%
LAM
2114
L2 Asset Management
Massachusetts
$10.9M -$10.8M -58,912 -99%
OW
2115
Olistico Wealth
Oklahoma
$10.9M +$171K +932 +1%
PL
2116
Perpetual Ltd
Australia
$10.9M -$2.27M -12,354 -16%
SJIM
2117
St. Johns Investment Management
Florida
$10.9M +$299K +1,628 +3%
ML
2118
McAdam LLC
Pennsylvania
$10.9M +$339K +1,851 +3%
OCM
2119
Once Capital Management
New York
$10.9M – – –
OCM
2120
Orleans Capital Management
Louisiana
$10.9M -$382K -2,082 -3%
MPIM
2121
McGinn Penninger Investment Management
Virginia
$10.9M -$700K -3,818 -6%
LAIC
2122
Lederer & Associates Investment Counsel
California
$10.8M -$122K -667 -1%
IFA
2123
Index Fund Advisors
California
$10.8M +$564K +3,078 +5%
FZCM
2124
Flynn Zito Capital Management
New York
$10.8M +$201K +1,096 +2%
RWP
2125
Revolve Wealth Partners
New Jersey
$10.8M +$423K +2,307 +4%
83 84
85
86 87