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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1201
Summit Financial
New Jersey
$5.45M -$653K -1,199 -11%
KAM
1202
Karani Asset Management
New York
$5.42M -$1.28M -2,360 -19%
JRP
1203
Jasper Ridge Partners
California
$5.41M – – –
ETC
1204
Exchange Traded Concepts
Oklahoma
$5.41M -$976K -1,792 -15%
AT
1205
American Trust
Kentucky
$5.41M -$1.32M -2,421 -20%
JWCA
1206
J.W. Cole Advisors
Florida
$5.4M +$1.77M +3,260 +49%
DWT
1207
Dorsey & Whitney Trust
South Dakota
$5.4M +$191K +351 +4%
AI
1208
AXS Investments
New York
$5.38M -$802K -1,473 -13%
MCA
1209
Martin Capital Advisors
Texas
$5.33M -$76.2K -140 -1%
GWM
1210
Geneos Wealth Management
Colorado
$5.33M +$519K +954 +11%
GP
1211
Greenline Partners
New York
$5.3M +$24K +44 +0.5%
HI
1212
Harbour Investments
Wisconsin
$5.29M +$105K +192 +2%
BBNA
1213
Bremer Bank National Association
Minnesota
$5.28M +$319K +586 +6%
PWCM
1214
Processus Wealth & Capital Management
Tennessee
$5.28M +$10.3K +19 +0.2%
RCM
1215
RB Capital Management
Nevada
$5.26M +$34.3K +63 +0.7%
PGDP
1216
Pragma Gestao de Patrimonio
Brazil
$5.26M +$5.23M +9,600 New
NFC
1217
Northeast Financial Consultants
Connecticut
$5.26M -$199K -365 -4%
IFWM
1218
Institute for Wealth Management
Colorado
$5.26M -$31.6K -58 -0.6%
PWP
1219
Private Wealth Partners
California
$5.24M +$1.09K +2 +0%
GFP
1220
Gryphon Financial Partners
Ohio
$5.23M +$209K +383 +4%
SAM
1221
Synergy Asset Management
Washington
$5.23M -$5.35M -9,831 -51%
AG
1222
AlTi Global
New York
$5.23M -$178K -327 -3%
LMKC
1223
L.M. Kohn & Company
Ohio
$5.22M -$198K -363 -4%
LS
1224
Leelyn Smith
Illinois
$5.2M -$5.44K -10 -0.1%
RBA
1225
Richard Bernstein Advisors
New York
$5.18M -$230K -423 -4%
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