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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
551
Gladstone Institutional Advisory
Florida
$223K +$217K +514 New
RMDI
552
R.M. Davis Inc
Maine
$222K -$42.2K -100 -16%
TFP
553
Tilia Fiduciary Partners
North Carolina
$222K – – –
SFO
554
Stokes Family Office
Louisiana
$220K -$5.49K -13 -3%
BAM
555
Bruderman Asset Management
New York
$219K -$53.2K -126 -20%
BEC
556
Blue Edge Capital
Virginia
$217K – – –
AIA
557
Arbor Investment Advisors
North Carolina
$217K – – –
ECM
558
Estabrook Capital Management
New York
$216K +$5.06K +12 +2%
CT
559
Caldwell Trust
Florida
$209K – – –
MWPCG
560
Measured Wealth Private Client Group
New Hampshire
$204K – – –
TI
561
Tidal Investments
Wisconsin
$203K +$197K +468 New
BCMO
562
Buckingham Capital Management (Ohio)
Ohio
$202K – – –
MC
563
Maverick Capital
Texas
$201K +$113K +269 +138%
WFI
564
West Family Investments
California
$200K – – –
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$180K – – –
BAM
566
Belpointe Asset Management
Nevada
$178K +$422 +1 +0.2%
KPCM
567
Kings Point Capital Management
New York
$177K – – –
PP
568
PrairieView Partners
Minnesota
$174K – – –
ETC
569
Exchange Traded Concepts
Oklahoma
$166K -$851K -2,017 -84%
EIP
570
Ellis Investment Partners
Pennsylvania
$162K – – –
HIA
571
Harbor Investment Advisory
Maryland
$158K – – –
S
572
SignatureFD
Georgia
$155K +$16.5K +39 +12%
ZIG
573
Zullo Investment Group
Pennsylvania
$152K -$6.33K -15 -4%
DGAM
574
Desjardins Global Asset Management
Quebec, Canada
$151K -$7.59K -18 -5%
FAM
575
Fred Alger Management
New York
$144K +$42.2K +100 +43%
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