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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1001
Roberts Wealth Advisors
California
$2.99M +$222K +517 +7%
GI
1002
GAMMA Investing
California
$2.99M +$610K +1,422 +22%
PIA
1003
Petredis Investment Advisors
Pennsylvania
$2.98M +$82.8K +193 +3%
CWP
1004
Cyndeo Wealth Partners
Florida
$2.98M +$92.6K +216 +3%
HA
1005
Harfst & Associates
Wyoming
$2.97M +$35.6K +83 +1%
PFS
1006
Physicians Financial Services
North Carolina
$2.97M +$170K +397 +5%
SS
1007
SBI Securities
Japan
$2.97M -$2.31M -5,394 -41%
OQS
1008
Occudo Quantitative Strategies
Florida
$2.97M +$3.3M +7,693 New
ZBNA
1009
Zions Bancorporation, National Association
Utah
$2.97M +$3.32M +7,733 New
GS
1010
GWN Securities
Florida
$2.96M +$2.99M +6,965 +1,379%
CM
1011
Capula Management
Cayman Islands
$2.96M +$1.81M +4,210 +120%
MSA
1012
MUFG Securities Americas
New York
$2.96M +$517K +1,206 +19%
EFS
1013
Essex Financial Services
Connecticut
$2.94M +$31.3K +73 +1%
KCPG
1014
Kavar Capital Partners Group
Kansas
$2.94M +$590K +1,375 +22%
GCGDR
1015
Geo Capital Gestora de Recursos
Brazil
$2.92M +$1.18M +2,758 +57%
MCG
1016
McCollum Christoferson Group
New York
$2.92M +$371K +865 +13%
MKC
1017
M. Kraus & Co
Vermont
$2.92M +$94.3K +220 +3%
GBT
1018
Grove Bank & Trust
Florida
$2.91M +$30K +70 +0.9%
GI
1019
GS Investments
Minnesota
$2.9M +$11.2K +26 +0.3%
GD
1020
Grandfield & Dodd
New York
$2.89M -$40.7K -95 -1%
BJL
1021
Brighton Jones LLC
Washington
$2.88M -$241K -563 -7%
WR
1022
WD Rutherford
Oregon
$2.88M -$47.2K -110 -1%
CPA
1023
Capital Planning Advisors
California
$2.87M -$407K -950 -11%
MOS
1024
MGO One Seven
Ohio
$2.87M +$122K +285 +4%
PC
1025
Promethos Capital
Massachusetts
$2.86M -$85.8K -200 -3%
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