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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1201
Orleans Capital Management
Louisiana
$763K -$227K -530 -23%
NWM
1202
Northcape Wealth Management
New York
$763K +$499K +1,166 +187%
APIM
1203
Agate Pass Investment Management
Washington
$763K -$4.28K -10 -0.6%
DJSG
1204
D.J. St. Germain
Massachusetts
$761K – – –
EWM
1205
Evercore Wealth Management
New York
$758K – – –
GIC
1206
Generali Investments CEE
Czech Republic
$753K – – –
HC
1207
Hara Capital
Washington
$753K – – –
BHWM
1208
Bar Harbor Wealth Management
New Hampshire
$751K +$107K +250 +17%
DTC
1209
Davidson Trust Company
Washington
$750K -$33K -77 -4%
FLFS
1210
Family Legacy Financial Solutions
North Carolina
$748K -$260K -608 -26%
SMH
1211
Sanders Morris Harris
Texas
$743K – – –
EFG
1212
Everhart Financial Group
Ohio
$741K -$277K -647 -27%
NSAM
1213
North Star Asset Management
Wisconsin
$740K – – –
GSEP
1214
Golden State Equity Partners
California
$730K -$284K -663 -28%
CA
1215
Callahan Advisors
Texas
$723K +$726K +1,695 New
SFSG
1216
Sound Financial Strategies Group
Mississippi
$722K +$89.5K +209 +14%
TW
1217
TritonPoint Wealth
Maryland
$722K -$259K -604 -26%
SWA
1218
Stratos Wealth Advisors
Ohio
$717K -$241K -562 -25%
SA
1219
Sovran Advisors
California
$716K -$3.85K -9 -0.6%
EFMH
1220
E Fund Management (HK)
Hong Kong
$714K +$498K +1,163 +299%
PWP
1221
Principle Wealth Partners
Connecticut
$714K -$3.85K -9 -0.5%
TNAM
1222
Terra Nova Asset Management
New York
$706K +$13.7K +32 +2%
AIIMS
1223
Analyst IMS Investment Management Services
Israel
$703K – – –
PAS
1224
Parsonex Advisory Services
Colorado
$702K -$17.1K -40 -2%
SPW
1225
Signet Private Wealth
Illinois
$701K +$705K +1,645 New
47 48
49
50 51