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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
826
BSW Wealth Partners
Colorado
$2.61M +$8.99K +19 +0.3%
FRA
827
Frank Rimerman Advisors
California
$2.6M +$359K +759 +16%
AWA
828
Aaron Wealth Advisors
Illinois
$2.6M +$986K +2,082 +62%
EL
829
Essex LLC
Illinois
$2.59M -$160K -337 -6%
GF
830
Gabelli Funds
New York
$2.59M -$82.8K -175 -3%
AF
831
Alerus Financial
North Dakota
$2.56M +$34.6K +73 +1%
LNB
832
Ledyard National Bank
$2.55M +$15.1K +32 +0.6%
BWM
833
BKM Wealth Management
Wisconsin
$2.55M +$95.6K +202 +4%
HCMT
834
Highland Capital Management (Tennessee)
Tennessee
$2.53M +$166K +350 +7%
ADMI
835
Albert D. Mason Inc
Massachusetts
$2.52M +$205K +432 +9%
TPA
836
Trivium Point Advisory
Connecticut
$2.52M +$13.3K +28 +0.5%
GSC
837
G&S Capital
Colorado
$2.52M -$11.8K -25 -0.5%
SI
838
Sava Infond
Slovenia
$2.5M – – –
TSWM
839
Triangle Securities Wealth Management
North Carolina
$2.48M -$8.05K -17 -0.3%
JSW
840
Journey Strategic Wealth
New Jersey
$2.48M +$206K +436 +9%
AI
841
Aperture Investors
New York
$2.48M -$952K -2,011 -28%
LF
842
Lantz Financial
Illinois
$2.47M -$18K -38 -0.7%
DGM
843
Delta Global Management
New York
$2.46M -$123K -260 -5%
FFM
844
Forum Financial Management
Illinois
$2.45M +$300K +634 +14%
F8IS
845
Figure 8 Investment Strategies
Idaho
$2.44M +$21.8K +46 +0.9%
EF
846
Exeter Financial
Arizona
$2.44M -$242K -512 -9%
MOS
847
MGO One Seven
Ohio
$2.44M +$379K +801 +19%
SDIC
848
South Dakota Investment Council
South Dakota
$2.44M -$331K -700 -12%
AWM
849
Accurate Wealth Management
Florida
$2.43M +$2.51M +5,297 New
MNBTD
850
Moody National Bank Trust Division
Texas
$2.41M +$16.1K +34 +0.7%
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