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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Accurate Wealth Management
Florida
$806K +$382K +1,475 +61%
LIM
852
Leavell Investment Management
Alabama
$803K -$201K -777 -19%
PDL
853
Portfolio Design Labs
California
$802K -$1.57M -6,056 -65%
WA1
854
Wimmer Associates 1
California
$800K -$67.4K -260 -7%
MA
855
Mutual Advisors
Nebraska
$799K -$38.6K -149 -4%
MOS
856
MGO One Seven
Ohio
$799K +$7.52K +29 +0.9%
CHAM
857
Clear Harbor Asset Management
Connecticut
$795K -$239K -921 -22%
BMM
858
Buffington Mohr McNeal
Idaho
$790K -$5.18K -20 -0.6%
CCG
859
Ceeto Capital Group
Florida
$785K – – –
BMC
860
Beaton Management Company
Massachusetts
$784K -$25.9K -100 -3%
HSA
861
HBK Sorce Advisory
Pennsylvania
$781K +$21.3K +82 +3%
TCM
862
Tang Capital Management
California
$780K -$38.4K -148 -4%
JIC
863
Johnson Investment Counsel
Ohio
$777K -$185K -713 -18%
PHS
864
Pekin Hardy Strauss
Illinois
$777K -$51.8K -200 -6%
YP
865
YANKCOM Partnership
South Dakota
$773K +$5.7K +22 +0.7%
KAM
866
Kazazian Asset Management
Florida
$768K -$65.1K -251 -7%
GIA
867
Gladstone Institutional Advisory
Florida
$767K -$35.8K -138 -4%
DA
868
Doliver Advisors
Texas
$766K -$18.9K -73 -2%
AAIM
869
Asset Advisors Investment Management
Georgia
$762K -$162K -625 -17%
MCCA
870
Mill Creek Capital Advisors
Pennsylvania
$761K +$50.6K +195 +7%
SYBT
871
Stock Yards Bank & Trust
Kentucky
$755K -$91.3K -352 -10%
SAM
872
Smartleaf Asset Management
Massachusetts
$752K -$207K -798 -20%
PL
873
Perpetual Ltd
Australia
$751K – – –
OFS
874
OneAscent Financial Services
Alabama
$742K -$25.4K -98 -3%
KLI
875
Kelman-Lazarov Inc
Tennessee
$741K -$254K -980 -24%
33 34
35
36 37