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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
976
Denali Advisors
California
$10.7M +$7.57M +18,468 New
OCAM
977
Onex Canada Asset Management
Ontario, Canada
$10.7M – – –
PWA
978
Primoris Wealth Advisors
Florida
$10.7M -$1.3M -3,180 -15%
IFS
979
Integrated Financial Solutions
Virginia
$10.6M -$1.13M -2,750 -13%
AF
980
Alerus Financial
North Dakota
$10.6M +$2.16M +5,272 +41%
MGIA
981
Moneta Group Investment Advisors
Missouri
$10.6M +$3.39M +8,273 +83%
NED
982
Nancy E. Dempze
$10.6M -$686K -1,673 -8%
IA
983
Insight Advisors
Pennsylvania
$10.6M -$445K -1,086 -6%
TAM
984
Trust Asset Management
Texas
$10.6M +$79.9K +195 +1%
EFG
985
Everhart Financial Group
Ohio
$10.6M +$391K +953 +6%
SCA
986
Sage Capital Advisors
South Dakota
$10.6M +$39.4K +96 +0.5%
HCA
987
Heck Capital Advisors
Wisconsin
$10.5M +$7.4M +18,058 New
DK
988
DJE Kapital
Germany
$10.5M +$7.91M +19,301 New
GAM
989
Groupama Asset Management
France
$10.4M +$8.2K +20 +0.1%
BSG
990
Black Swift Group
Colorado
$10.4M +$7.33M +17,875 New
CI
991
CX Institutional
Indiana
$10.4M -$282K -687 -4%
LIM
992
Lagoda Investment Management
New York
$10.4M +$2.6M +6,345 +55%
PWP
993
Perfromance Wealth Partners
Illinois
$10.3M -$108K -263 -1%
AWA
994
Aaron Wealth Advisors
Illinois
$10.2M +$806K +1,967 +13%
LBWM
995
Left Brain Wealth Management
Illinois
$10.2M +$6.59M +16,063 +1,096%
JRP
996
Jasper Ridge Partners
California
$10.2M – – –
KIM
997
Kurv Investment Management
California
$10.1M -$2.85M -6,955 -28%
MYAM
998
Meiji Yasuda Asset Management
Japan
$10M +$2.83M +6,907 +67%
DAS
999
Dynamic Advisor Solutions
Arizona
$9.94M -$2.25M -5,500 -24%
LMIM
1000
Lockheed Martin Investment Management
Maryland
$9.94M -$771K -1,880 -10%
38 39
40
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