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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1301
Diversify Advisory Services
Utah
$3.56M -$596K -1,282 -16%
MC
1302
Mirabaud & Cie
Switzerland
$3.55M -$695K -1,495 -17%
CFS
1303
CRA Financial Services
New Jersey
$3.54M -$6.51K -14 -0.2%
CFM
1304
Coronation Fund Managers
South Africa
$3.54M – – –
ILI
1305
Invesco LLC (Illinois)
Illinois
$3.53M -$80.9K -174 -2%
CCM
1306
Cox Capital Management
Massachusetts
$3.53M -$87.4K -188 -3%
CAG
1307
Csenge Advisory Group
Florida
$3.53M +$9.3K +20 +0.3%
PA
1308
Procyon Advisors
Connecticut
$3.52M +$44.6K +96 +1%
PFSC
1309
Peoples Financial Services Corp
Pennsylvania
$3.52M -$499K -1,074 -13%
PL
1310
Perpetual Ltd
Australia
$3.51M -$451K -969 -12%
BAM
1311
Belpointe Asset Management
Nevada
$3.51M -$567K -1,220 -15%
BOH
1312
Bank of Hawaii
Hawaii
$3.49M -$65.6K -141 -2%
OCM
1313
Orleans Capital Management
Louisiana
$3.48M -$48.8K -105 -1%
BDS
1314
Banco de Sabadell
Florida
$3.47M -$419K -901 -11%
SEC
1315
Seven Eight Capital
New York
$3.47M -$2.29M -4,932 -41%
LWL
1316
Leo Wealth LLC
Texas
$3.47M -$42.3K -91 -1%
OFA
1317
Oak Family Advisors
Illinois
$3.46M -$846K -1,819 -21%
VFM
1318
Viking Fund Management
North Dakota
$3.46M – – –
NB
1319
NBT Bank
New York
$3.46M +$8.37K +18 +0.3%
GWMR
1320
GC Wealth Management RIA
Massachusetts
$3.45M +$427K +918 +15%
APIM
1321
Agate Pass Investment Management
Washington
$3.45M -$52.1K -112 -2%
SC
1322
Saturna Capital
Washington
$3.44M -$370K -795 -10%
CGA
1323
Channing Global Advisors
Florida
$3.44M -$12.6K -27 -0.4%
SWA
1324
Stratos Wealth Advisors
Ohio
$3.44M -$17.2K -37 -0.5%
SC
1325
Sawyer & Company
Massachusetts
$3.43M +$53.9K +116 +2%
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