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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2126
Morton Capital Management
California
$891K +$39.6K +134 +4%
JSW
2127
Journey Strategic Wealth
New Jersey
$889K -$242K -821 -20%
HCWM
2128
Harrison & Co Wealth Management
Virginia
$889K +$30.1K +102 +3%
CFO
2129
Collective Family Office
Pennsylvania
$887K -$85.6K -290 -8%
D
2130
Diversified
Delaware
$884K -$10K -34 -1%
FFBTD
2131
First Financial Bank - Trust Division
Ohio
$883K -$201K -682 -17%
BOM
2132
Bank of Marin
California
$883K -$23.3K -79 -2%
CGH
2133
CMG Global Holdings
Texas
$879K – – –
ISWM
2134
Independent Solutions Wealth Management
New York
$876K -$150K -509 -14%
FPA
2135
First Pacific Advisors
California
$876K – – –
RGC
2136
Roberts, Glore & Co
Illinois
$874K – – –
WIA
2137
World Investment Advisors
California
$874K +$149K +505 +22%
STB
2138
S&T Bank
Pennsylvania
$871K -$3.84K -13 -0.4%
TPWA
2139
TRUE Private Wealth Advisors
Oregon
$869K -$2.36K -8 -0.3%
RIA
2140
Richwood Investment Advisors
Ohio
$869K – – –
NO
2141
Ninety One
South Africa
$868K – – –
RF
2142
Resolute Financial
Massachusetts
$867K +$6.5K +22 +0.7%
CF
2143
Copperwynd Financial
Arizona
$867K +$172K +584 +23%
SHFA
2144
SC&H Financial Advisors
Maryland
$864K -$19.5K -66 -2%
LAM
2145
LifePro Asset Management
California
$851K +$43.7K +148 +5%
PPP
2146
Private Portfolio Partners
New Jersey
$849K +$32.8K +111 +4%
RI
2147
Ridgewood Investments
New Jersey
$845K -$11.5K -39 -1%
OL
2148
Optas LLC
Texas
$844K -$26.3K -89 -3%
SCI
2149
Stableford Capital II
Arizona
$844K +$10.9K +37 +1%
WAM
2150
Wolverine Asset Management
Illinois
$844K +$909K +3,078 New
84 85
86
87 88