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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1301
CoreCap Advisors
Michigan
$12.2M +$10.7M +93,611 New
BIAS
1302
Beacon Investment Advisory Services
New Jersey
$12.2M +$1.99M +17,420 +23%
TCM
1303
Telos Capital Management
California
$12.2M +$21.4K +187 +0.2%
CNBT
1304
Canandaigua National Bank & Trust
New York
$12.1M -$184K -1,614 -2%
GF
1305
Goodman Financial
Texas
$12.1M +$294K +2,572 +3%
ECM
1306
Engle Capital Management
Connecticut
$12.1M +$10.6M +93,000 New
HCM
1307
Hilton Capital Management
New York
$12.1M +$38.8K +340 +0.4%
MIM
1308
Morningstar Investment Management
Illinois
$12.1M -$10.7M -93,848 -50%
PGIM
1309
Pacific Global Investment Management
California
$12.1M -$104K -911 -1%
KFS
1310
Kurt F. Somerville
$12M -$498K -4,365 -5%
CIA
1311
Covington Investment Advisors
Pennsylvania
$12M +$440K +3,855 +4%
RIL
1312
Rothschild Investment LLC
Illinois
$12M +$548K +4,802 +5%
PAS
1313
Professional Advisory Services
Florida
$12M -$2.38M -20,798 -18%
PIMJS
1314
PKO Investment Management Joint-Stock
Poland
$12M -$2.06M -18,000 -16%
FC
1315
Fulcrum Capital
Washington
$12M -$727K -6,367 -6%
AWS
1316
Arkfeld Wealth Strategies
Nebraska
$12M +$160K +1,405 +2%
SSWM
1317
Sheets Smith Wealth Management
North Carolina
$12M +$1.95M +17,044 +23%
KA
1318
Kercheville Advisors
Texas
$11.9M +$236K +2,063 +2%
EW
1319
Evoke Wealth
California
$11.9M -$11.1M -97,485 -52%
GLR
1320
Great Lakes Retirement
Ohio
$11.9M +$174K +1,523 +2%
RA
1321
Riverstone Advisors
Texas
$11.9M – – –
PFS
1322
Physicians Financial Services
North Carolina
$11.9M -$21.7K -190 -0.2%
PE
1323
Point72 Europe
United Kingdom
$11.8M +$10.4M +90,800 New
PTC
1324
Private Trust Company
Ohio
$11.8M +$425K +3,722 +4%
JIC
1325
Joel Isaacson & Co
New York
$11.8M +$635K +5,558 +7%
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