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Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1001
Fidelis Capital Partners
Florida
$5.22M +$168K +1,113 +3%
OCAM
1002
Onex Canada Asset Management
Ontario, Canada
$5.22M -$1.37M -9,086 -22%
CWS
1003
Confluence Wealth Services
Pennsylvania
$5.22M +$892K +5,911 +22%
SWK
1004
Stephen W. Kidder
$5.21M -$113K -749 -2%
SWM
1005
Spire Wealth Management
Virginia
$5.2M +$129K +858 +3%
HT
1006
Heritage Trust
Oklahoma
$5.19M +$14.2K +94 +0.3%
SG
1007
StoneX Group
New York
$5.18M +$94.8K +628 +2%
STA
1008
Summit Trail Advisors
New York
$5.17M +$3.07M +20,321 +163%
TI
1009
tru Independence
Oregon
$5.17M +$4.94M +32,749 New
CT
1010
Colonial Trust
South Carolina
$5.16M -$3.02K -20 -0.1%
AI
1011
Ariel Investments
Illinois
$5.15M – – –
IBOK
1012
Independence Bank of Kentucky
Kentucky
$5.15M +$1.44M +9,525 +41%
BHPW
1013
Beverly Hills Private Wealth
California
$5.15M -$290K -1,924 -6%
PHS
1014
Pekin Hardy Strauss
Illinois
$5.14M -$578K -3,833 -11%
CCM
1015
Campbell Capital Management
Florida
$5.13M +$531K +3,521 +12%
BOH
1016
Bank of Hawaii
Hawaii
$5.13M +$122K +810 +3%
DWM
1017
Destination Wealth Management
California
$5.13M +$57.5K +381 +1%
RCA
1018
Resonant Capital Advisors
Wisconsin
$5.12M +$78.2K +518 +2%
SCP
1019
Sandhill Capital Partners
New York
$5.12M +$141K +936 +3%
CAM
1020
Columbia Asset Management
Michigan
$5.1M – – –
AWM
1021
Avior Wealth Management
Nebraska
$5.1M +$1.74M +11,535 +55%
SC
1022
Sepio Capital
Utah
$5.09M -$119K -790 -2%
NFG
1023
Nations Financial Group
Iowa
$5.08M +$164K +1,086 +3%
CIS
1024
Capital International Sarl
California
$5.05M -$794K -5,264 -14%
FFM
1025
Forum Financial Management
Illinois
$5.01M +$86.3K +572 +2%
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