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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
526
Perigon Wealth Management
California
$305K +$10.3K +22 +3%
ACM
527
Andina Capital Management
Utah
$305K +$312K +670 New
RP
528
Rowlandmiller & Partners
Georgia
$304K -$2.33K -5 -0.7%
GAM
529
Gotham Asset Management
New York
$301K -$41.5K -89 -12%
SAM
530
Strategy Asset Managers
California
$301K +$3.73K +8 +1%
AAS
531
Avantax Advisory Services
Texas
$298K -$43.4K -93 -12%
GT
532
Greenleaf Trust
Michigan
$297K -$9.79K -21 -3%
DEA
533
DoubleLine ETF Adviser
Florida
$294K +$10.3K +22 +4%
SAM
534
Seelaus Asset Management
New Jersey
$291K – – –
KIA
535
KCM Investment Advisors
California
$290K -$168K -360 -36%
CNBT
536
Canandaigua National Bank & Trust
New York
$289K -$25.2K -54 -8%
LWAM
537
Legacy Wealth Asset Management
Minnesota
$288K +$932 +2 +0.3%
GI
538
GAMMA Investing
California
$285K +$76K +163 +35%
EF
539
Empowered Funds
Pennsylvania
$284K +$94.2K +202 +48%
PHIC
540
Pine Haven Investment Counsel
Massachusetts
$284K – – –
OMC
541
Old Mission Capital
Illinois
$284K +$291K +625 New
VCM
542
Versant Capital Management
Arizona
$282K – – –
BSI
543
Bennett Selby Investments
Maine
$281K +$932 +2 +0.3%
IMCOOI
544
Investment Management Corp of Ontario (IMCO)
Canada
$279K -$140K -300 -33%
MA
545
Mutual Advisors
Nebraska
$278K +$37.8K +81 +15%
CCA
546
Checchi Capital Advisers
California
$276K -$6.06K -13 -2%
PFWA
547
Paces Ferry Wealth Advisors
Georgia
$275K -$15.9K -34 -5%
GWP
548
Gen-Wealth Partners
Michigan
$274K +$281K +603 New
MFAM
549
Motley Fool Asset Management
Virginia
$269K -$11.2K -24 -4%
BAM
550
Belpointe Asset Management
Nevada
$269K +$26.6K +57 +11%
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