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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1251
Capco Asset Management
Florida
$31.7M -$512K -2,238 -2%
BFA
1252
Bragg Financial Advisors
North Carolina
$31.7M -$88.3K -386 -0.3%
CCS
1253
Concentric Capital Strategies
Connecticut
$31.7M +$6.33M +27,657 +25%
AWS
1254
Arkfeld Wealth Strategies
Nebraska
$31.6M -$75.3K -329 -0.3%
CCM
1255
Coerente Capital Management
Ontario, Canada
$31.6M +$963K +4,207 +3%
ACIM
1256
Azimuth Capital Investment Management
Michigan
$31.6M +$4.62M +20,187 +17%
FB
1257
Fulton Bank
Pennsylvania
$31.6M -$2.67M -11,652 -8%
ABTD
1258
Arvest Bank Trust Division
Oklahoma
$31.6M +$5.81M +25,395 +23%
XWM
1259
Xcel Wealth Management
Florida
$31.5M -$95.2K -416 -0.3%
SAM
1260
Stansberry Asset Management
Texas
$31.5M +$1.31M +5,715 +4%
PVI
1261
Pine Valley Investments
New Jersey
$31.4M +$3.34M +14,594 +12%
AC
1262
AlphaCore Capital
California
$31.2M +$6.12M +26,735 +25%
CFS
1263
CRA Financial Services
New Jersey
$31.2M -$68K -297 -0.2%
SAM
1264
SP Asset Management
California
$31.2M – – –
RIA
1265
RPG Investment Advisory
California
$31.2M +$315K +1,376 +1%
NCM
1266
Novare Capital Management
North Carolina
$31.2M -$274K -1,199 -0.9%
SCM
1267
Sirios Capital Management
Massachusetts
$31M +$275K +1,203 +0.9%
NCM
1268
Northside Capital Management
Oregon
$31M -$590K -2,577 -2%
ACP
1269
Aviance Capital Partners
Florida
$30.9M +$334K +1,462 +1%
PR
1270
Payden & Rygel
California
$30.9M -$297K -1,300 -1%
LWL
1271
Leo Wealth LLC
Texas
$30.7M +$9.33M +40,767 +44%
YDMI
1272
Y.D. More Investments
Israel
$30.7M +$3.45M +15,101 +13%
CT
1273
Caldwell Trust
Florida
$30.7M +$5.95K +26 +0%
GWM
1274
GDS Wealth Management
Texas
$30.6M +$467K +2,041 +2%
BBES
1275
Buffalo Business & Estate Services
New York
$30.6M +$30.3M +132,512 New
49 50
51
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