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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
726
Avalon Investment & Advisory
Texas
$1.06M +$67.4K +376 +7%
OMC
727
Overbrook Management Corp
New York
$1.06M – – –
WAM
728
Wealthspire Advisors (Maryland)
Maryland
$1.05M +$296K +1,651 +37%
WIM
729
Westside Investment Management
California
$1.03M +$6.09K +34 +0.6%
CWM
730
Circle Wealth Management
New Jersey
$1.02M +$505K +2,821 +91%
HCMT
731
Highland Capital Management (Tennessee)
Tennessee
$1.02M +$1.06M +5,930 New
JCM
732
Janney Capital Management
Pennsylvania
$1.02M -$135K -752 -11%
NFC
733
Northeast Financial Consultants
Connecticut
$1.02M +$540K +3,016 +109%
IA
734
Icon Advisers
Colorado
$1.02M +$627K +3,500 +146%
GAG
735
GM Advisory Group
New York
$1.02M -$70.8K -395 -6%
HAG
736
HighPoint Advisor Group
Illinois
$1.01M +$207K +1,155 +26%
LSA
737
L & S Advisors
California
$1.01M -$1.68M -9,356 -61%
OCM
738
Orser Capital Management
Texas
$1.01M +$971K +5,420 New
AIM
739
ARGA Investment Management
Connecticut
$1M – – –
IWM
740
IHT Wealth Management
Illinois
$999K +$309K +1,727 +49%
MC
741
Moors & Cabot
Massachusetts
$995K +$394K +2,198 +61%
AFNAS
742
American Financial Network Advisory Services
California
$984K +$859K +4,793 +525%
GT
743
Greenleaf Trust
Michigan
$979K -$2.87K -16 -0.3%
SC
744
SouthState Corp
Florida
$968K +$1.01M +5,612 New
FIM
745
Freedom Investment Management
Connecticut
$955K +$44.6K +249 +5%
OWD
746
Osborn Williams & Donohoe
Ohio
$952K +$50.2K +280 +5%
BII
747
Bainco International Investors
Massachusetts
$951K +$727K +4,058 +326%
FTB
748
First Trust Bank
Bahamas
$948K – – –
PCM
749
Palisade Capital Management
New Jersey
$940K -$43.9K -245 -4%
LWM
750
Lenox Wealth Management
Ohio
$932K +$117K +652 +14%
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