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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1051
Abacus Planning Group
South Carolina
$10.9M -$740K -7,491 -5%
IWA
1052
Icon Wealth Advisors
Texas
$10.9M +$273K +2,768 +2%
AWM
1053
Axxcess Wealth Management
California
$10.9M +$654K +6,619 +5%
CG
1054
Caprock Group
Idaho
$10.9M +$791K +8,006 +7%
PIM
1055
Progressive Investment Management
Oregon
$10.8M +$99.1K +1,003 +0.8%
AWM
1056
Avitas Wealth Management
California
$10.8M +$7.08M +71,668 +126%
XWM
1057
Xcel Wealth Management
Florida
$10.8M +$37.5K +380 +0.3%
RSWM
1058
Robertson Stephens Wealth Management
California
$10.8M -$2.42M -24,466 -16%
CSPIA
1059
Cary Street Partners Investment Advisory
Virginia
$10.7M -$140K -1,415 -1%
MCM
1060
Manchester Capital Management
Vermont
$10.7M +$5.82M +58,941 +86%
RSS
1061
Rosenblum Silverman Sutton
California
$10.7M -$161K -1,627 -1%
EVM
1062
Evelyn V. Moreno
$10.7M +$5.26M +53,265 +72%
DWP
1063
Destiny Wealth Partners
Florida
$10.6M +$1.31M +13,270 +12%
CL
1064
CIM LLC
New York
$10.6M -$223K -2,262 -2%
SLI
1065
Sumitomo Life Insurance
Japan
$10.6M -$221K -2,233 -2%
WC
1066
Whitney & Co
New York
$10.6M -$337K -3,408 -3%
GWM
1067
Geneos Wealth Management
Colorado
$10.5M +$1.22M +12,322 +11%
FHCM
1068
Force Hill Capital Management
New York
$10.5M +$4.05M +41,000 +48%
JHA
1069
Jackson Hill Advisors
Texas
$10.5M +$98.8K +1,000 +0.8%
SC
1070
Slow Capital
California
$10.5M +$1.53M +15,503 +14%
PM
1071
Phraction Management
Connecticut
$10.5M +$2.16M +21,900 +21%
WB
1072
Webster Bank
Connecticut
$10.5M -$282K -2,855 -2%
M2MC
1073
Matthew 25 Management Corp
Pennsylvania
$10.5M +$4.59M +46,500 +59%
PIMJS
1074
PKO Investment Management Joint-Stock
Poland
$10.5M +$3.46M +35,000 +39%
PCM
1075
Princeton Capital Management
New Jersey
$10.5M -$1.14M -11,580 -8%
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