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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
726
Bellevue Asset Management
Washington
$432K – – –
AWE
727
Avidian Wealth Enterprises
Texas
$429K +$101K +1,071 +27%
JWM
728
Jeppson Wealth Management
California
$424K +$94 +1 +0%
BCC
729
Biglari Capital Corp
Texas
$424K -$472K -5,000 -50%
GPA
730
Guerra Pan Advisors
New Jersey
$419K -$8.6K -91 -2%
HCMT
731
Highland Capital Management (Tennessee)
Tennessee
$419K -$9.45K -100 -2%
UCFA
732
United Capital Financial Advisors
Texas
$418K +$5.57K +59 +1%
SIM
733
Sentry Investment Management
Wisconsin
$416K -$119K -1,261 -20%
RRWA
734
Rainey & Randall Wealth Advisors
Florida
$416K +$106K +1,123 +30%
CFLC
735
California First Leasing Corp
California
$415K – – –
PFGIA
736
Patriot Financial Group Insurance Agency
Massachusetts
$413K +$105K +1,115 +30%
TC
737
Triata Capital
Hong Kong
$410K +$457K +4,841 New
QF
738
QVT Financial
New York
$408K – – –
TGAM
739
TBH Global Asset Management
Tennessee
$407K +$10.6K +112 +2%
AI
740
ArchPoint Investors
Florida
$402K -$115K -1,215 -20%
SIC
741
Sage Investment Counsel
Tennessee
$401K +$447K +4,734 New
EWA
742
EP Wealth Advisors
California
$397K -$25K -265 -5%
BEI
743
Benjamin Edwards Inc
Missouri
$396K -$10.8K -114 -2%
TBC
744
Tweedy, Browne Co
Connecticut
$394K -$784K -8,295 -64%
SAM
745
Sompo Asset Management
Japan
$387K +$107K +1,130 +33%
LSA
746
Lion Street Advisors
Texas
$387K +$3.31K +35 +0.8%
AFA
747
American Financial Advisors
Georgia
$387K -$4.72K -50 -1%
DCM
748
Dimension Capital Management
Florida
$387K – – –
SIM
749
Seaview Investment Managers
Florida
$384K +$151K +1,601 +55%
CMTU
750
Capital Markets Trading (UK)
United Kingdom
$382K +$425K +4,500 New
28 29
30
31 32