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Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1026
Richard W. Paul & Associates
Michigan
$856K +$904K +14,456 +43,806%
RSWM
1027
Robertson Stephens Wealth Management
California
$852K +$59.6K +952 +7%
YIA
1028
YHB Investment Advisors
Connecticut
$849K -$40.5K -648 -4%
HKAM
1029
Horizon Kinetics Asset Management
New York
$846K +$42.1K +673 +5%
STA
1030
Summit Trail Advisors
New York
$843K +$223K +3,564 +33%
AWM
1031
Axxcess Wealth Management
California
$837K -$802K -12,823 -47%
HFBOT
1032
Home Federal Bank of Tennessee
Tennessee
$836K -$14.8K -237 -2%
CIA
1033
Compass Ion Advisors
Pennsylvania
$836K – – –
GWM
1034
Gibbs Wealth Management
Georgia
$830K +$531K +8,496 +153%
MBT
1035
Montecito Bank & Trust
California
$828K -$72.3K -1,155 -8%
FFS
1036
Founders Financial Securities
Maryland
$821K +$26.3K +420 +3%
CPIG
1037
Chicago Partners Investment Group
Illinois
$818K -$156K -2,493 -16%
BSW
1038
Buckingham Strategic Wealth
Missouri
$816K +$122K +1,954 +16%
TNBTD
1039
Trustmark National Bank Trust Department
Mississippi
$815K -$641K -10,248 -43%
WAM
1040
Weatherly Asset Management
California
$811K -$127K -2,035 -13%
BFA
1041
Beacon Financial Advisory
Ohio
$811K +$120K +1,916 +16%
LMKC
1042
L.M. Kohn & Company
Ohio
$807K -$364K -5,816 -30%
NL
1043
Navalign LLC
California
$807K +$80.3K +1,284 +10%
CCM
1044
Coldstream Capital Management
Washington
$804K -$418K -6,682 -33%
SWM
1045
Silverlake Wealth Management
Vermont
$804K +$151K +2,407 +21%
NICM
1046
Neo Ivy Capital Management
New York
$803K +$850K +13,596 New
PI
1047
Pettee Investors
Connecticut
$802K -$100K -1,600 -11%
SCA
1048
St. Clair Advisors
Ohio
$800K – – –
AEPWM
1049
Atlantic Edge Private Wealth Management
Florida
$794K -$46.6K -745 -5%
CAM
1050
Columbia Asset Management
Michigan
$792K -$350K -5,590 -29%
40 41
42
43 44