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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Allen Investment Management
New York
$343K – – –
CWP
1027
Curated Wealth Partners
California
$343K – – –
CC
1028
Corton Capital
Ontario, Canada
$343K +$359K +6,011 New
VWA
1029
VERITY Wealth Advisors
United States
$342K – – –
CW
1030
CreativeOne Wealth
Kansas
$341K -$199K -3,340 -36%
AAP
1031
Arax Advisory Partners
Colorado
$341K +$29.5K +495 +9%
TCM
1032
Telos Capital Management
California
$340K – – –
FA
1033
FDx Advisors
Illinois
$340K +$22.6K +378 +7%
CFIA
1034
Cantor Fitzgerald Investment Advisors
New York
$340K +$127K +2,127 +56%
VF
1035
Virtu Financial
New York
$339K -$842K -14,112 -70%
FWSM
1036
First Wilshire Securities Management
California
$339K -$3.52K -59 -1%
RIA
1037
Regal Investment Advisors
Michigan
$337K -$46.1K -772 -12%
FFA
1038
First Foundation Advisors
California
$336K -$27.4K -459 -7%
BWP
1039
BSW Wealth Partners
Colorado
$336K +$6.38K +107 +2%
BFPW
1040
BOK Financial Private Wealth
Colorado
$336K +$116K +1,940 +49%
AC
1041
ASB Consultores
Florida
$335K -$21.4K -359 -6%
OFW
1042
Omnia Family Wealth
Florida
$335K – – –
WAM
1043
WNY Asset Management
New York
$334K -$38.5K -646 -10%
EM
1044
Excalibur Management
Massachusetts
$334K -$13K -218 -4%
MCM
1045
Manchester Capital Management
Vermont
$334K – – –
NHC
1046
Nicholas Hoffman & Company
Georgia
$333K +$5.67K +95 +2%
CAI
1047
Capital Advisors Inc
Oklahoma
$333K +$12.2K +204 +4%
ONB
1048
Old National Bancorp
Indiana
$333K +$84K +1,408 +32%
MWP
1049
Moller Wealth Partners
$332K -$716 -12 -0.2%
BWM
1050
BNC Wealth Management
Oregon
$331K – – –
40 41
42
43 44