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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
976
Bigelow Investment Advisors
Maine
$673K -$21.1K -83 -3%
WIC
977
Woodmont Investment Counsel
Tennessee
$671K +$2.54K +10 +0.4%
XSC
978
X-Square Capital
Puerto Rico
$670K – – –
FWM
979
Forza Wealth Management
Florida
$670K +$55.9K +220 +9%
RSWM
980
Robertson Stephens Wealth Management
California
$669K +$671K +2,640 New
NL
981
Navalign LLC
California
$661K -$8.64K -34 -1%
FFM
982
Forum Financial Management
Illinois
$658K -$84.9K -334 -11%
TCA
983
Transcend Capital Advisors
New Jersey
$654K +$58.4K +230 +10%
IAIM
984
International Assets Investment Management
Florida
$652K +$41.9M +165,055 +8,610%
DPIM
985
Duff & Phelps Investment Management
Illinois
$648K – – –
FAIM
986
Financial Advocates Investment Management
Washington
$643K -$14.5K -57 -2%
WWM
987
Westwood Wealth Management
California
$641K -$26.7K -105 -4%
LAI
988
Legal Advantage Investments
California
$640K -$30.5K -120 -5%
CCG
989
Chatham Capital Group
Georgia
$638K -$12.7K -50 -2%
BMM
990
Buffington Mohr McNeal
Idaho
$635K – – –
EWM
991
Edge Wealth Management
New York
$634K – – –
CT
992
Clearstead Trust
Maine
$634K +$637K +2,508 New
LWAM
993
Legacy Wealth Asset Management
Minnesota
$634K -$7.11K -28 -1%
PTC
994
Private Trust Company
Ohio
$634K – – –
SPC
995
Sigma Planning Corp
Michigan
$633K -$1.46M -5,748 -70%
DWM
996
Dakota Wealth Management
Florida
$632K -$1.98M -7,787 -76%
ABLA
997
Alan B. Lancz & Associates
Ohio
$632K -$25.4K -100 -4%
GCM
998
Glaxis Capital Management
Florida
$632K +$635K +2,500 New
HI
999
Harbour Investments
Wisconsin
$630K +$96.8K +381 +18%
SEM
1000
Suncoast Equity Management
Florida
$630K -$88.9K -350 -12%
38 39
40
41 42