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Name Holding Trade Value Shares
Change 		Change in
Stake
UH
1901
Unigestion Holding
Switzerland
$4.39M -$3.63M -28,725 -43%
CFMC
1902
Curbstone Financial Management Corp
New Hampshire
$4.39M -$41.7K -330 -0.8%
G
1903
GenTrust
Florida
$4.37M -$1.44M -11,375 -23%
RWP
1904
Revolve Wealth Partners
New Jersey
$4.37M +$37.2K +294 +0.8%
TAM
1905
Tabor Asset Management
New York
$4.37M +$804K +6,358 +20%
CI
1906
CX Institutional
Indiana
$4.36M +$1.66M +13,146 +52%
1IA
1907
1834 Investment Advisors
Wisconsin
$4.35M -$560K -4,432 -10%
HCM
1908
Hodges Capital Management
Texas
$4.35M -$1.64M -12,952 -25%
OWP
1909
Old Well Partners
North Carolina
$4.35M – – –
WCP
1910
Welch Capital Partners
New York
$4.35M – – –
FMI
1911
F/M Investments
District of Columbia
$4.35M +$4.63M +36,646 +1,978%
SIG
1912
Sargent Investment Group
Maryland
$4.35M +$43.9K +347 +1%
CWC
1913
Carolinas Wealth Consulting
North Carolina
$4.34M -$10.1K -80 -0.2%
MYIA
1914
Mount Yale Investment Advisors
Colorado
$4.34M +$199K +1,577 +4%
CT
1915
Chicago Trust
Illinois
$4.34M -$41.3K -327 -0.8%
LC
1916
Legacy CG
Texas
$4.33M +$31.9K +252 +0.7%
RWM
1917
Rench Wealth Management
Texas
$4.33M +$36.9K +292 +0.8%
PCA
1918
Private Capital Advisors
Connecticut
$4.32M -$169K -1,340 -3%
LG
1919
Lane Generational
Massachusetts
$4.32M +$38.3K +303 +0.8%
APWA
1920
Atlas Private Wealth Advisors
New Jersey
$4.31M +$46.4K +367 +1%
GAAM
1921
Guinness Atkinson Asset Management
California
$4.31M – – –
CIM
1922
CIM Investment Management
Pennsylvania
$4.3M – – –
PPG
1923
Peak Planning Group
Colorado
$4.3M -$3.54K -28 -0.1%
BRC
1924
Bell Rock Capital
Delaware
$4.3M +$4.81M +38,060 New
LCM
1925
Lattice Capital Management
Washington
$4.29M – – –
75 76
77
78 79