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Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1201
Bell Rock Capital
Delaware
$1.5M +$1.56M +15,711 New
LD
1202
Lipe & Dalton
New York
$1.5M +$198 +2 +0%
LIM
1203
Leavell Investment Management
Alabama
$1.49M +$156K +1,575 +11%
SIG
1204
Sky Investment Group
Connecticut
$1.48M +$9.9K +100 +0.6%
CS
1205
Cannell & Spears
New York
$1.48M -$4.95K -50 -0.3%
ICM
1206
Intrepid Capital Management
Florida
$1.48M – – –
BTWM
1207
Baker Tilly Wealth Management
Wisconsin
$1.46M +$61.6K +622 +4%
SWM
1208
Spire Wealth Management
Virginia
$1.46M -$1.25M -12,630 -45%
CWM
1209
Cornerstone Wealth Management
Missouri
$1.45M +$9.9K +100 +0.7%
IWS
1210
Insight Wealth Strategies
California
$1.45M – – –
OPS
1211
Orion Portfolio Solutions
Nebraska
$1.45M +$129K +1,305 +9%
EWM
1212
Elmwood Wealth Management
California
$1.44M +$17.3K +175 +1%
MGIA
1213
Moneta Group Investment Advisors
Missouri
$1.43M -$214K -2,166 -13%
WI
1214
Wahed Invest
New York
$1.43M +$110K +1,116 +8%
FFH
1215
Fairfax Financial Holdings
Ontario, Canada
$1.43M – – –
KA
1216
Kintegral Advisory
New York
$1.43M – – –
MPCG
1217
Matrix Private Capital Group
New York
$1.42M -$80.9K -817 -5%
ADMI
1218
Albert D. Mason Inc
Massachusetts
$1.42M +$4.85K +49 +0.3%
III
1219
Independent Investors Inc
New York
$1.42M – – –
SSI
1220
Scott & Selber Inc
Texas
$1.42M +$4.65K +47 +0.3%
DT
1221
Diversified Trust
Tennessee
$1.42M +$14.4K +145 +1%
MWVC
1222
Morgens Waterfall Vintiadis & Co
New York
$1.41M – – –
ADIM
1223
Alpha DNA Investment Management
Maryland
$1.41M +$1.46M +14,800 New
PI
1224
Pettee Investors
Connecticut
$1.41M – – –
BJL
1225
Brighton Jones LLC
Washington
$1.41M -$78.3K -791 -5%
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