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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
701
Badgley Phelps Wealth Managers
Washington
$2.67M -$9.7K -43 -0.3%
TCOT
702
Trust Company of Toledo
Ohio
$2.65M +$49.4K +219 +2%
ALAM
703
Asahi Life Asset Management
Japan
$2.64M +$657K +2,915 +31%
DA
704
DCM Advisors
New York
$2.64M -$71.9K -319 -3%
SC
705
Shay Capital
New York
$2.63M +$406K +1,800 +17%
JWBC
706
J.W. Burns & Co
New York
$2.62M -$36.1K -160 -1%
FCM
707
Fogel Capital Management
Florida
$2.61M +$2.73M +12,116 New
BTWM
708
Baker Tilly Wealth Management
Wisconsin
$2.61M +$22.3K +99 +0.8%
CPIG
709
Chicago Partners Investment Group
Illinois
$2.6M +$114K +507 +5%
RCAG
710
Rehmann Capital Advisory Group
Michigan
$2.6M +$60K +266 +2%
PA
711
Profund Advisors
Maryland
$2.59M -$121K -536 -4%
BAAM
712
Baker Avenue Asset Management
California
$2.58M +$2.29M +10,135 +553%
FIA
713
Foundations Investment Advisors
Arizona
$2.57M -$313K -1,389 -10%
IC
714
Inscription Capital
Texas
$2.56M +$65.2K +289 +2%
MOS
715
MGO One Seven
Ohio
$2.55M +$480K +2,129 +22%
LOAMS
716
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.55M +$2.66M +11,803 New
HWAM
717
Hennion & Walsh Asset Management
New Jersey
$2.54M +$857K +3,803 +48%
JSC
718
Jackson Square Capital
California
$2.54M -$2.08M -9,220 -44%
EWM
719
Evercore Wealth Management
New York
$2.53M +$428K +1,900 +19%
ACM
720
Ategra Capital Management
Virginia
$2.53M +$2.64M +11,700 New
VA
721
VestGen Advisors
Illinois
$2.5M +$1.23M +5,440 +88%
DGM
722
Delta Global Management
New York
$2.5M -$172K -761 -6%
WIA
723
World Investment Advisors
California
$2.5M +$368K +1,631 +16%
CC
724
Chicago Capital
Illinois
$2.5M -$83.6K -371 -3%
BAM
725
Belpointe Asset Management
Nevada
$2.5M -$660K -2,929 -20%
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