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Name Holding Trade Value Shares
Change 		Change in
Stake
OP
901
ORG Partners
Indiana
$70.4K – – –
CFB
902
Cullen/Frost Bankers
Texas
$65.7K +$18.1K +77 +36%
UOTTAIMCU
903
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$65K +$25.3K +108 +60%
W
904
WealthCollab
Washington
$62.3K – – –
CA
905
CoreCap Advisors
Michigan
$61.8K -$234K -996 -78%
QC
906
Quent Capital
New York
$60.2K -$18.5K -79 -23%
PWPS
907
Pinnacle Wealth Planning Services
Ohio
$56.8K +$58.9K +251 New
GKIM
908
GW&K Investment Management
Massachusetts
$56K +$5.39K +23 +10%
GIA
909
GHP Investment Advisors
Colorado
$54.4K +$51.6K +220 +1,100%
BIA
910
Bell Investment Advisors
California
$53.9K -$1.64K -7 -3%
LI
911
LRI Investments
Florida
$53.6K -$122K -522 -69%
CT
912
Clearstead Trust
Maine
$51.6K +$38.5K +164 +256%
IPS
913
Investors Portfolio Services
Washington
$51.1K +$53K +226 New
CYG
914
Clean Yield Group
Vermont
$51K – – –
TWD
915
True Wealth Design
Ohio
$50.5K -$104K -445 -67%
FMII
916
Farmers & Merchants Investments Inc
Nebraska
$49.4K – – –
PGAM
917
Princeton Global Asset Management
New Jersey
$45.3K – – –
KTC
918
Kentucky Trust Company
Kentucky
$45.3K +$46.9K +200 New
MB
919
MidFirst Bank
Oklahoma
$44.4K +$237K +1,012 New
RF
920
Rossby Financial
Florida
$43.9K +$7.04K +30 +18%
MIFH
921
Migdal Insurance & Financial Holdings
Israel
$43K +$44.3K +189 New
BGA
922
Battery Global Advisors
Massachusetts
$42.4K +$112K +478 New
EW
923
Elyxium Wealth
California
$42.4K +$43.9K +187 New
AIM
924
Anchor Investment Management
South Carolina
$41.9K – – –
PCFFS
925
Pacific Center for Financial Services
California
$40.8K – – –
35 36
37
38 39