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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1001
WFA Asset Management
Wisconsin
$603K +$2.52K +11 +0.5%
CWM
1002
Cornerstone Wealth Management
Missouri
$602K -$70.9K -310 -11%
FWM
1003
Forza Wealth Management
Florida
$602K – – –
IFG
1004
Independent Financial Group
California
$601K -$89.9K -393 -14%
BHIA
1005
Birch Hill Investment Advisors
Massachusetts
$600K – – –
MC
1006
Maverick Capital
Texas
$599K -$18.1K -79 -3%
SIC
1007
Schwartz Investment Counsel
Michigan
$595K – – –
FT
1008
Fiduciary Trust
Massachusetts
$590K -$9.38K -41 -2%
WMG
1009
WESCAP Management Group
California
$588K -$12.6K -55 -2%
CI
1010
CX Institutional
Indiana
$587K -$19.2K -84 -3%
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$586K +$4.58K +20 +0.9%
PTC
1012
Private Trust Company
Ohio
$584K +$16.9K +74 +3%
KA
1013
Kozak & Associates
Colorado
$583K +$1.83K +8 +0.3%
WSTAM
1014
Wilbanks Smith & Thomas Asset Management
Virginia
$583K +$4.81K +21 +0.9%
SRG
1015
SBB Research Group
Illinois
$579K -$293K -1,282 -35%
OWA
1016
Octavia Wealth Advisors
Ohio
$578K +$24.5K +107 +5%
BC
1017
Bridgefront Capital
Texas
$575K -$623K -2,721 -54%
IAIM
1018
International Assets Investment Management
Florida
$575K +$1.63M +7,124 +11%
SB
1019
Strategic Blueprint
Georgia
$574K +$10.1K +44 +2%
NFSG
1020
Newbridge Financial Services Group
Florida
$573K -$20.1K -88 -4%
FCB
1021
First Command Bank
Texas
$573K – – –
FCFS
1022
First Command Financial Services
Texas
$573K – – –
HA
1023
Herold Advisors
New York
$573K – – –
NW
1024
NewEdge Wealth
Pennsylvania
$572K -$6.87K -30 -1%
I
1025
IMPACTfolio
Colorado
$570K – – –
39 40
41
42 43