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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
501
Wealthspire Advisors (New York)
New York
$42.1K +$33.1K +122 New
PMIM
502
Prudent Man Investment Management
Colorado
$38.7K – – –
ACM
503
Aster Capital Management
United Arab Emirates
$37.6K +$19.3K +71 +187%
CAM
504
Costello Asset Management
Pennsylvania
$34.5K – – –
EP
505
Essential Partners
California
$33.8K – – –
CFB
506
Cullen/Frost Bankers
Texas
$32.2K -$1.09K -4 -4%
RFP
507
Root Financial Partners
California
$30K +$23.6K +87 New
T
508
Tidemark
California
$25.6K -$12.2K -45 -38%
KPP
509
Kings Path Partners
Texas
$24.5K – – –
CA
510
Crewe Advisors
Utah
$22.8K +$17.9K +66 New
AGWCA
511
Annis Gardner Whiting Capital Advisors
Florida
$21.8K -$13K -48 -43%
SCM
512
Sterling Capital Management
North Carolina
$21.7K – – –
ACM
513
Accent Capital Management
Ohio
$21.1K – – –
SS
514
Sunbelt Securities
Texas
$21.1K +$16.6K +61 New
HWM
515
Hemington Wealth Management
Virginia
$21K +$1.63K +6 +11%
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
$19.7K +$15.5K +57 New
RS
517
Rakuten Securities
Japan
$18K +$12.8K +47 +940%
RA
518
Rise Advisors
New York
$16.9K – – –
BFS
519
Bare Financial Services
Pennsylvania
$15.5K +$543 +2 +5%
PS
520
Principal Securities
Iowa
$15.5K +$8.69K +32 +246%
CIAM
521
Caitong International Asset Management
Hong Kong
$15.5K +$12.2K +45 New
RIL
522
Rothschild Investment LLC
Illinois
$14.2K -$2.72K -10 -20%
DCBT
523
Dakota Community Bank & Trust
North Dakota
$14.2K +$11.1K +41 New
HFS
524
Hantz Financial Services
Michigan
$14K +$6.25K +23 +121%
MG
525
Mather Group
Illinois
$13.8K +$10.9K +40 New
19 20
21
22 23