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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1201
Mirabaud Asset Management
United Kingdom
$5.46M -$1.03M -1,899 -16%
CCG
1202
Cloverfields Capital Group
Minnesota
$5.45M -$232K -426 -4%
SF
1203
Summit Financial
New Jersey
$5.45M -$653K -1,199 -11%
KAM
1204
Karani Asset Management
New York
$5.42M -$1.28M -2,360 -19%
JRP
1205
Jasper Ridge Partners
California
$5.41M – – –
ETC
1206
Exchange Traded Concepts
Oklahoma
$5.41M -$976K -1,792 -15%
AT
1207
American Trust
Kentucky
$5.41M -$1.32M -2,421 -20%
JWCA
1208
J.W. Cole Advisors
Florida
$5.4M +$1.77M +3,260 +49%
DWT
1209
Dorsey & Whitney Trust
South Dakota
$5.4M +$191K +351 +4%
AI
1210
AXS Investments
New York
$5.38M -$802K -1,473 -13%
MCA
1211
Martin Capital Advisors
Texas
$5.33M -$76.2K -140 -1%
GWM
1212
Geneos Wealth Management
Colorado
$5.33M +$519K +954 +11%
GP
1213
Greenline Partners
New York
$5.3M +$24K +44 +0.5%
HI
1214
Harbour Investments
Wisconsin
$5.29M +$105K +192 +2%
BBNA
1215
Bremer Bank National Association
Minnesota
$5.28M +$319K +586 +6%
PWCM
1216
Processus Wealth & Capital Management
Tennessee
$5.28M +$10.3K +19 +0.2%
RCM
1217
RB Capital Management
Nevada
$5.26M +$34.3K +63 +0.7%
PGDP
1218
Pragma Gestao de Patrimonio
Brazil
$5.26M +$5.23M +9,600 New
NFC
1219
Northeast Financial Consultants
Connecticut
$5.26M -$199K -365 -4%
IFWM
1220
Institute for Wealth Management
Colorado
$5.26M -$31.6K -58 -0.6%
PWP
1221
Private Wealth Partners
California
$5.24M +$1.09K +2 +0%
GFP
1222
Gryphon Financial Partners
Ohio
$5.23M +$209K +383 +4%
SAM
1223
Synergy Asset Management
Washington
$5.23M -$5.35M -9,831 -51%
AG
1224
AlTi Global
New York
$5.23M -$178K -327 -3%
LMKC
1225
L.M. Kohn & Company
Ohio
$5.22M -$198K -363 -4%
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