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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
976
Smartleaf Asset Management
Massachusetts
$3.78M +$891K +3,405 +34%
MS
977
Madden Securities
Texas
$3.78M -$264K -1,010 -7%
SCM
978
Silvant Capital Management
Georgia
$3.76M -$149K -570 -4%
FWM
979
Forza Wealth Management
Florida
$3.75M +$30.6K +117 +0.9%
RSWM
980
Robertson Stephens Wealth Management
California
$3.75M -$167K -638 -5%
FHA
981
Flagship Harbor Advisors
Massachusetts
$3.73M +$833K +3,183 +32%
SB
982
Simmons Bank
Arkansas
$3.72M -$65.2K -249 -2%
KFC
983
Klingenstein Fields & Co
New York
$3.7M – – –
ERIC
984
Eagle Rock Investment Company
Georgia
$3.7M -$56.3K -215 -2%
GCC
985
Game Creek Capital
Massachusetts
$3.69M +$959K +3,665 +39%
LAM
986
Lynch Asset Management
Pennsylvania
$3.67M -$209K -800 -6%
CWM
987
Connecticut Wealth Management
Connecticut
$3.66M -$28.5K -109 -0.8%
TFM
988
TFC Financial Management
Massachusetts
$3.66M +$253K +965 +8%
SB
989
Strategic Blueprint
Georgia
$3.66M +$1.08M +4,109 +46%
PMWMG
990
Parr McKnight Wealth Management Group
Minnesota
$3.65M +$76.7K +293 +2%
PT
991
Plimoth Trust
Massachusetts
$3.64M +$196K +750 +6%
AI
992
AXS Investments
New York
$3.64M +$136K +518 +4%
JWA
993
JFS Wealth Advisors
Pennsylvania
$3.64M -$26.4K -101 -0.8%
TNAM
994
Terra Nova Asset Management
New York
$3.61M +$199K +760 +6%
BAM
995
Berkshire Asset Management
Pennsylvania
$3.61M +$21.5K +82 +0.6%
LCGC
996
Legacy Capital Group California
California
$3.56M +$127K +487 +4%
OAM
997
Occidental Asset Management
California
$3.56M +$2.97M +11,348 +904%
QPWM
998
Quadrant Private Wealth Management
Pennsylvania
$3.56M +$2.83M +10,813 +604%
LDB
999
Lee, Danner & Bass
Tennessee
$3.55M – – –
BIP
1000
Blueprint Investment Partners
North Carolina
$3.54M +$879K +3,360 +37%
38 39
40
41 42