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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1226
Castleark Management
Illinois
$4.23M – – –
QPWM
1227
Quadrant Private Wealth Management
Pennsylvania
$4.23M +$131K +359 +3%
HA
1228
Herold Advisors
New York
$4.21M +$56.5K +155 +1%
HRC
1229
Hoertkorn Richard Charles
$4.21M -$2.57M -7,060 -36%
SSWM
1230
Sheets Smith Wealth Management
North Carolina
$4.21M +$37.2K +102 +0.8%
SCM
1231
Soros Capital Management
New York
$4.2M -$915K -2,511 -16%
GAM
1232
Groupama Asset Management
France
$4.2M -$1.52M -4,176 -25%
KLWA
1233
Kelly Lawrence W & Associates
California
$4.19M -$82.7K -227 -2%
GLF
1234
Groupe la Francaise
France
$4.18M +$3.61M +9,913 +330%
AOWM
1235
Asset One Wealth Management
Washington
$4.17M +$924K +2,536 +26%
MYA
1236
Meiji Yasuda America
New York
$4.17M -$63.4K -174 -1%
PFS
1237
Physicians Financial Services
North Carolina
$4.16M +$322K +883 +8%
LWA
1238
Lineweaver Wealth Advisors
Ohio
$4.16M +$309K +847 +7%
VIA
1239
Victrix Investment Advisors
Florida
$4.15M +$228K +625 +5%
MW
1240
Marble Wealth
Alabama
$4.14M -$1M -2,746 -18%
WR
1241
WD Rutherford
Oregon
$4.14M +$1.09K +3 +0%
BHBT
1242
Burke & Herbert Bank & Trust
Virginia
$4.13M -$21.9K -60 -0.5%
BWP
1243
Burling Wealth Partners
Illinois
$4.13M +$137K +377 +3%
CAM
1244
Columbia Asset Management
Michigan
$4.13M -$189K -519 -4%
CWP
1245
Concord Wealth Partners
Virginia
$4.11M +$217K +596 +5%
AA
1246
Armis Advisers
Georgia
$4.11M +$17.9K +49 +0.4%
FFM
1247
Forum Financial Management
Illinois
$4.1M -$1.59M -4,369 -26%
AWM
1248
Accurate Wealth Management
Florida
$4.1M +$220K +604 +5%
JWM
1249
JGP Wealth Management
Oregon
$4.09M -$71.1K -195 -2%
DIA
1250
Dana Investment Advisors
Wisconsin
$4.08M -$3.98M -10,915 -47%
48 49
50
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