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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1201
Marex Group
$815K +$61.8K +365 +9%
EWM
1202
Empirical Wealth Management
Washington
$815K +$117K +689 +19%
MIM
1203
Merrion Investment Management
New Jersey
$811K – – –
NAS
1204
Nicolet Advisory Services
Wisconsin
$811K +$40.2K +237 +6%
KP
1205
Keel Point
Alabama
$809K +$17.6K +104 +2%
SFS
1206
Strategic Financial Services
New York
$808K -$6.78K -40 -0.9%
ALAM
1207
Asahi Life Asset Management
Japan
$805K +$723K +4,270 New
WCG
1208
Weaver Consulting Group
California
$804K +$12.9K +76 +2%
KIA
1209
KCM Investment Advisors
California
$804K +$12.7K +75 +2%
SAI
1210
Systematic Alpha Investments
New Jersey
$800K – – –
III
1211
Independent Investors Inc
New York
$799K – – –
CAMG
1212
CWA Asset Management Group
Florida
$798K +$717K +4,234 New
FFN
1213
Focus Financial Network
Minnesota
$796K +$49.6K +293 +7%
LCM
1214
Logan Capital Management
Pennsylvania
$795K -$42.4K -250 -6%
MPWT
1215
MassMutual Private Wealth & Trust
Connecticut
$795K +$66.8K +394 +10%
BPC
1216
Banque Pictet & Cie
Switzerland
$795K +$307K +1,814 +76%
AFP
1217
Ausdal Financial Partners
Iowa
$795K +$47.6K +281 +7%
CAM
1218
Carret Asset Management
New York
$788K -$40.3K -238 -5%
SEIA
1219
Signature Estate & Investment Advisors
California
$788K -$139K -820 -16%
PCM
1220
Prelude Capital Management
New York
$786K +$706K +4,169 New
PIA
1221
Perennial Investment Advisors
California
$779K +$678 +4 +0.1%
PCM
1222
Pointe Capital Management
Michigan
$777K – – –
CWA
1223
Continuum Wealth Advisors
New York
$777K +$110K +650 +19%
DWT
1224
Dorsey & Whitney Trust
South Dakota
$776K +$39.8K +235 +6%
CI
1225
Carroll Investors
South Carolina
$774K +$310K +1,829 +79%
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