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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
801
Traynor Capital Management
Pennsylvania
$2.46M +$92.1K +202 +4%
EF
802
Exeter Financial
Arizona
$2.46M +$24.6K +54 +0.9%
F8IS
803
Figure 8 Investment Strategies
Idaho
$2.46M +$2.67M +5,867 New
AF
804
Alerus Financial
North Dakota
$2.45M +$2.08M +4,571 +355%
GI
805
GAMMA Investing
California
$2.45M +$155K +340 +6%
CG
806
Caprock Group
Idaho
$2.44M +$56.1K +123 +2%
WP
807
WMS Partners
Maryland
$2.42M +$123K +269 +5%
RBWA
808
RFG - Bristol Wealth Advisors
Massachusetts
$2.41M +$2.62M +5,759 New
BTW
809
Boston Trust Walden
Massachusetts
$2.39M +$77K +169 +3%
SI
810
Sava Infond
Slovenia
$2.39M +$2.6M +5,715 New
TAMH
811
Taikang Asset Management (HK)
Hong Kong
$2.38M -$2.59M -5,683 -50%
RS
812
R Squared
Hong Kong
$2.38M +$2.59M +5,681 New
SM
813
Sciencast Management
New Jersey
$2.38M -$71.1K -156 -3%
BHPW
814
Beverly Hills Private Wealth
California
$2.38M -$53.8K -118 -2%
KWM
815
Kingsview Wealth Management
Oregon
$2.35M +$176K +387 +7%
SC
816
Syon Capital
California
$2.35M -$592K -1,298 -19%
DWA
817
Douglass Winthrop Advisors
New York
$2.33M +$22.8K +50 +0.9%
FDS
818
Freedom Day Solutions
Texas
$2.33M +$95.7K +210 +4%
LF
819
Lantz Financial
Illinois
$2.31M -$9.57K -21 -0.4%
MMA
820
Mizuho Markets Americas
New York
$2.3M -$3.29M -7,212 -57%
BWP
821
BSW Wealth Partners
Colorado
$2.3M -$9.11K -20 -0.4%
PNAA
822
Pictet North America Advisors
Switzerland
$2.3M – – –
MCM
823
Mitchell Capital Management
Kansas
$2.29M -$35.1K -77 -1%
GF
824
Gabelli Funds
New York
$2.28M -$125K -275 -5%
AWM
825
Avitas Wealth Management
California
$2.28M +$23.2K +51 +0.9%
31 32
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