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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
Avitas Wealth Management
California
$5.15M +$993K +3,207 +28%
SIA
1127
SeaBridge Investment Advisors
New Jersey
$5.15M -$1.83M -5,908 -28%
WI
1128
Wafra Inc
New York
$5.12M +$2.76M +8,925 +153%
QCM
1129
Qsemble Capital Management
New York
$5.08M -$212K -684 -4%
AWM
1130
Aries Wealth Management
Maine
$5.08M -$391K -1,262 -8%
CWS
1131
Confluence Wealth Services
Pennsylvania
$5.08M +$118K +382 +3%
JAM
1132
JCIC Asset Management
Ontario, Canada
$5.08M +$4.03K +13 +0.1%
NIM
1133
Northeast Investment Management
Massachusetts
$5.06M -$3.41K -11 -0.1%
AT
1134
American Trust
Kentucky
$5.06M +$161K +521 +4%
BHIA
1135
Birch Hill Investment Advisors
Massachusetts
$5.06M +$59.5K +192 +1%
WAC
1136
William Allan Corp
Colorado
$5.05M -$46.5K -150 -1%
ACG
1137
Allen Capital Group
Nebraska
$5.04M +$282K +911 +7%
CC
1138
Courier Capital
New York
$5.03M -$17K -55 -0.4%
RFA
1139
ROI Financial Advisors
Oregon
$5.03M +$4.49M +14,513 New
BFA
1140
Bill Few Associates
Pennsylvania
$5.01M +$42.4K +137 +1%
CW
1141
CreativeOne Wealth
Kansas
$5M -$75.6K -244 -2%
SG
1142
StoneX Group
New York
$4.99M +$372K +1,202 +9%
DIP
1143
DT Investment Partners
Pennsylvania
$4.99M +$15.8K +51 +0.4%
VWM
1144
Valley Wealth Managers
New Jersey
$4.98M -$195K -630 -4%
NME
1145
Notis-McConarty Edward
$4.98M +$173K +558 +4%
DIM
1146
DLK Investment Management
California
$4.97M +$4.44M +14,330 New
WCM
1147
Weaver Capital Management
Georgia
$4.96M +$4.43M +14,313 New
ZIG
1148
Zurich Insurance Group
Switzerland
$4.96M – – –
NCM
1149
New Capital Management
Texas
$4.95M +$70.9K +229 +2%
EWM
1150
Empirical Wealth Management
Washington
$4.95M +$725K +2,340 +20%
44 45
46
47 48