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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
826
Avestar Capital
New York
$2.46M +$255K +558 +12%
VWM
827
Venturi Wealth Management
Texas
$2.45M -$31K -68 -1%
BWM
828
BKM Wealth Management
Wisconsin
$2.42M +$15.1K +33 +0.6%
CCM
829
Carderock Capital Management
Maryland
$2.41M +$2.35M +5,138 New
FFA
830
Farther Finance Advisors
California
$2.41M +$594K +1,302 +34%
PE
831
Point72 Europe
United Kingdom
$2.39M +$2.33M +5,100 New
F8IS
832
Figure 8 Investment Strategies
Idaho
$2.39M -$449K -983 -16%
WF
833
WoodTrust Financial
Wisconsin
$2.37M -$9.13K -20 -0.4%
MNBTD
834
Moody National Bank Trust Division
Texas
$2.36M -$93.1K -204 -4%
BHPW
835
Beverly Hills Private Wealth
California
$2.36M -$124K -271 -5%
CMANY
836
Capital Management Associates (New York)
New York
$2.35M – – –
HIC
837
Hartline Investment Corp
Illinois
$2.34M – – –
BHIA
838
Birch Hill Investment Advisors
Massachusetts
$2.34M -$2.28K -5 -0.1%
HCMT
839
Highland Capital Management (Tennessee)
Tennessee
$2.33M -$22.8K -50 -1%
I
840
InvesTrust
Oklahoma
$2.33M – – –
PM
841
Phraction Management
Connecticut
$2.31M -$717K -1,570 -24%
DAS
842
Dynamic Advisor Solutions
Arizona
$2.29M +$126K +277 +6%
MCM
843
Mitchell Capital Management
Kansas
$2.29M -$309K -678 -12%
ADMI
844
Albert D. Mason Inc
Massachusetts
$2.29M -$562K -1,232 -20%
TC
845
TFR Capital
Texas
$2.28M +$168K +369 +8%
TA
846
TKG Advisors
Indiana
$2.28M +$1.15M +2,519 +107%
JG
847
Jain Global
New York
$2.27M +$2.21M +4,841 New
TM
848
TigerOak Management
New Mexico
$2.27M -$72.1K -158 -3%
JSW
849
Journey Strategic Wealth
New Jersey
$2.24M +$1.15M +2,512 +111%
LIM
850
Leavell Investment Management
Alabama
$2.24M +$91.3K +200 +4%
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