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GRMN

Garmin
GRMN

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
651
Sage Mountain Advisors
Georgia
$337K -$14.9K -69 -4%
PS
652
Planned Solutions
California
$336K – – –
BMCM
653
Bryn Mawr Capital Management
Pennsylvania
$336K – – –
CIA
654
Capital Investment Advisors
Georgia
$336K +$19.5K +90 +6%
OWM
655
OneAscent Wealth Management
Alabama
$335K +$43.7K +202 +15%
MPM
656
MBB Public Markets
Illinois
$331K +$330K +1,526 New
JAM
657
Jupiter Asset Management
United Kingdom
$330K -$8.43K -39 -2%
MWM
658
Meridian Wealth Management
Kentucky
$328K +$326K +1,510 New
ISWM
659
Independent Solutions Wealth Management
New York
$327K +$326K +1,507 New
MCM
660
Morton Capital Management
California
$326K – – –
GWMI
661
Guardian Wealth Management (Illinois)
Illinois
$325K +$216 +1 +0.1%
FWA
662
FSM Wealth Advisors
Ohio
$325K +$15.6K +72 +5%
AIP
663
Ameritas Investment Partners
Nebraska
$325K -$10.8K -50 -3%
KCFA
664
Key Client Fiduciary Advisors
New Jersey
$321K – – –
DCM
665
DGS Capital Management
New Jersey
$321K +$319K +1,477 New
VFA
666
Valeo Financial Advisors
Indiana
$319K +$18.2K +84 +6%
FFA
667
Farther Finance Advisors
California
$317K +$104K +480 +49%
HPM
668
Hoxton Planning & Management
West Virginia
$316K -$11.2K -52 -3%
TNBTD
669
Trustmark National Bank Trust Department
Mississippi
$315K +$314K +1,453 New
CA
670
Cambridge Advisors
Nebraska
$315K – – –
SCP
671
Sivia Capital Partners
California
$308K +$307K +1,420 New
CA
672
Claro Advisors
Massachusetts
$308K +$46.9K +217 +18%
GIA
673
Gladstone Institutional Advisory
Florida
$307K -$1.51K -7 -0.5%
RB
674
Renasant Bank
Mississippi
$307K +$42.6K +197 +16%
WIA
675
World Investment Advisors
California
$306K +$305K +1,410 New
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