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Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
601
Lederer & Associates Investment Counsel
California
$1.24M +$1.14M +9,166 New
MVA
602
Mount Vernon Associates
Maryland
$1.23M -$92.8K -745 -8%
IAA
603
Independent Advisor Alliance
North Carolina
$1.23M +$346K +2,781 +44%
VT
604
Vise Technologies
New York
$1.23M -$17.2K -138 -1%
JC
605
Jacobs & Co
California
$1.23M – – –
SS
606
SBI Securities
Japan
$1.23M -$104K -832 -8%
USCWA
607
U.S. Capital Wealth Advisors
Texas
$1.22M -$231K -1,853 -17%
CL
608
Choreo LLC
Illinois
$1.22M -$741K -5,947 -40%
PM
609
Penbrook Management
New York
$1.21M +$12.5K +100 +1%
DEA
610
DoubleLine ETF Adviser
Florida
$1.2M +$1.1M +8,817 New
TSW
611
Thompson Siegel & Walmsley
Virginia
$1.17M -$187K -1,500 -15%
MC
612
Maverick Capital
Texas
$1.16M +$1.06M +8,531 New
CPCPP
613
Canada Post Corporation Pension Plan
Canada
$1.15M +$583K +4,680 +123%
PAG
614
Private Advisor Group
New Jersey
$1.15M +$19.7K +158 +2%
VI
615
Vestcor Inc
New Brunswick, Canada
$1.14M – – –
EWA
616
EverSource Wealth Advisors
Alabama
$1.13M +$461K +3,699 +80%
GRP
617
Global Retirement Partners
California
$1.11M +$42K +337 +4%
RIM
618
Redwood Investment Management
Arizona
$1.11M +$1.02M +8,156 New
AIMA
619
Ables Iannone Moore & Associates
Georgia
$1.1M -$12.5K -100 -1%
KCP
620
Kera Capital Partners
California
$1.1M +$327K +2,627 +45%
PWM
621
Power Wealth Management
Georgia
$1.1M +$27K +217 +3%
CF
622
Centaurus Financial
California
$1.08M +$155K +1,248 +19%
SG
623
Sienna Gestion
France
$1.07M +$981K +7,881 New
QCG
624
Quadrant Capital Group
Ohio
$1.06M +$656K +5,264 +205%
SFG
625
Synergy Financial Group
California
$1.06M -$16.8K -135 -2%
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