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Name Holding Trade Value Shares
Change 		Change in
Stake
BAIA
1226
Bel Air Investment Advisors
California
$318K +$289K +1,121 New
XT
1227
XTX Topco
Cayman Islands
$318K +$289K +1,121 New
PWM
1228
Perigon Wealth Management
California
$317K +$6.44K +25 +2%
FSA
1229
Franklin Street Advisors
North Carolina
$313K -$7.99K -31 -3%
APP
1230
Avantax Planning Partners
Iowa
$313K +$32.7K +127 +13%
NJBEST
1231
New Jersey Better Educational Savings Trust
New Jersey
$312K -$103K -400 -27%
BCM
1232
Buckhead Capital Management
Georgia
$312K – – –
KCM
1233
Kanawha Capital Management
Virginia
$311K -$4.64K -18 -2%
BCM
1234
Brookstone Capital Management
Illinois
$310K -$6.36M -24,681 -96%
RBFC
1235
Roman Butler Fullerton & Co
Missouri
$309K -$971K -3,768 -78%
LWAC
1236
Laurel Wealth Advisors (California)
California
$309K +$47.4K +184 +20%
CA
1237
CGN Advisors
Kansas
$308K +$773 +3 +0.3%
BI
1238
Ballast Inc
Kentucky
$306K – – –
CFS
1239
CRA Financial Services
New Jersey
$306K +$43.8K +170 +19%
MS
1240
Mizuho Securities
Japan
$306K +$221K +856 +384%
EI
1241
Ethic Inc
New York
$305K +$277K +1,074 New
HA
1242
Harbor Advisors
Florida
$304K – – –
RAM
1243
Redmond Asset Management
Virginia
$303K – – –
CCB
1244
Cutter & Co Brokerage
Missouri
$303K +$37.1K +144 +16%
SCM
1245
Schnieders Capital Management
California
$303K +$275K +1,066 New
9WM
1246
9258 Wealth Management
Ohio
$300K -$37.4K -145 -12%
GDP
1247
Great Diamond Partners
Maine
$300K +$5.92K +23 +2%
DCM
1248
Driehaus Capital Management
Illinois
$299K +$271K +1,051 New
PMFA
1249
Plante Moran Financial Advisors
Michigan
$298K +$12.9K +50 +5%
LOAME
1250
Lombard Odier Asset Management (Europe)
United Kingdom
$298K +$270K +1,048 New
48 49
50
51 52