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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1001
Wealthspire Advisors (New York)
New York
$1.76M +$14.9K +210 +1%
IWS
1002
Insight Wealth Strategies
California
$1.76M +$240K +3,373 +18%
FC
1003
FCA Corp
Texas
$1.75M -$1.64K -23 -0.1%
MNBTD
1004
Moody National Bank Trust Division
Texas
$1.75M -$1.05M -14,790 -40%
KIA
1005
KCM Investment Advisors
California
$1.75M -$32.6K -458 -2%
PA
1006
Profund Advisors
Maryland
$1.73M +$161K +2,257 +11%
BAM
1007
Boyar Asset Management
New York
$1.73M -$60.3K -847 -4%
TPW
1008
Transatlantique Private Wealth
New York
$1.73M +$101K +1,419 +7%
BPWM
1009
Badgley Phelps Wealth Managers
Washington
$1.73M +$365K +5,135 +31%
SDWIA
1010
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.73M +$203K +2,857 +15%
HCM
1011
Howland Capital Management
Massachusetts
$1.72M -$4.14M -58,226 -73%
AWM
1012
Axxcess Wealth Management
California
$1.72M +$86.5K +1,215 +6%
GTAM
1013
Global Trust Asset Management
Florida
$1.72M -$155K -2,172 -9%
SC
1014
Sawyer & Company
Massachusetts
$1.71M -$96.4K -1,355 -6%
CFM
1015
Capricorn Fund Managers
United Kingdom
$1.71M – – –
FNBT
1016
FineMark National Bank & Trust
Florida
$1.69M +$35.9K +505 +2%
BMO
1017
Beck Mack & Oliver
New York
$1.68M +$1.52M +21,339 New
PFGIA
1018
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M +$396K +5,569 +36%
GGA
1019
Granite Group Advisors
Connecticut
$1.67M +$1.57M +22,033 New
HSA
1020
Hussman Strategic Advisors
Maryland
$1.66M -$598K -8,400 -29%
SFP
1021
Sweet Financial Partners
Minnesota
$1.66M +$214 +3 +0%
LWA
1022
Lineweaver Wealth Advisors
Ohio
$1.66M -$456K -6,414 -23%
WCM
1023
Weik Capital Management
Pennsylvania
$1.65M -$13.2K -185 -0.9%
BFC
1024
Blue Fin Capital
Rhode Island
$1.65M -$391K -5,491 -21%
WSCM
1025
Wellington Shields Capital Management
New York
$1.64M -$690K -9,699 -32%
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