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Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
1226
Baker Avenue Asset Management
California
$3.63M -$261K -1,732 -7%
WAM
1227
Weatherly Asset Management
California
$3.62M -$54K -358 -2%
BIG
1228
Builder Investment Group
Georgia
$3.62M -$148K -980 -4%
AFA
1229
Arlington Financial Advisors
California
$3.62M +$296K +1,962 +9%
EBT
1230
Enterprise Bank & Trust
Massachusetts
$3.62M +$52.4K +347 +2%
CSA
1231
Cottage Street Advisors
Massachusetts
$3.6M +$3.47K +23 +0.1%
AWM
1232
Accurate Wealth Management
Florida
$3.6M +$132K +878 +4%
CFGS
1233
Concourse Financial Group Securities
Alabama
$3.6M +$101K +671 +3%
NSIM
1234
North Star Investment Management
Illinois
$3.6M -$177K -1,175 -5%
BCM
1235
Brookmont Capital Management
Texas
$3.59M +$12.5K +83 +0.4%
CWP
1236
Concord Wealth Partners
Virginia
$3.59M +$491K +3,251 +17%
SB
1237
Strategic Blueprint
Georgia
$3.59M +$333K +2,208 +11%
BCM
1238
Boltwood Capital Management
California
$3.59M -$31.7K -210 -0.9%
CG
1239
Caprock Group
Idaho
$3.59M +$382K +2,534 +13%
LF
1240
Lantz Financial
Illinois
$3.58M +$131K +866 +4%
WIS
1241
Wright Investors Service
Connecticut
$3.58M +$17.7K +117 +0.5%
P
1242
&Partners
Tennessee
$3.58M +$1.37M +9,096 +67%
QI
1243
QV Investors
Alberta, Canada
$3.57M -$66.4K -440 -2%
SC
1244
Syon Capital
California
$3.57M +$176K +1,165 +5%
CA
1245
CGN Advisors
Kansas
$3.57M +$351K +2,325 +11%
ISWM
1246
Independent Solutions Wealth Management
New York
$3.56M +$241K +1,598 +8%
WPW
1247
Waldron Private Wealth
Pennsylvania
$3.56M -$133K -880 -4%
FA
1248
FDx Advisors
Illinois
$3.56M -$1.05M -6,934 -24%
SI
1249
Symmetry Investments
Jersey
$3.54M +$2.2M +14,568 +186%
BAM
1250
Belpointe Asset Management
Nevada
$3.53M -$22K -146 -0.6%
48 49
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