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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1701
Trek Financial
Arizona
$884K +$252K +677 +39%
TWA
1702
TCI Wealth Advisors
Arizona
$882K +$271K +730 +43%
LIM
1703
Lagoda Investment Management
New York
$881K +$18.6K +50 +2%
HCM
1704
Horiko Capital Management
New York
$880K +$201K +540 +29%
RSWM
1705
Robertson Stephens Wealth Management
California
$879K -$46.5K -125 -5%
SAG
1706
Spotlight Asset Group
Illinois
$876K -$38.7K -104 -4%
DCM
1707
Donaldson Capital Management
Indiana
$875K -$91.5K -246 -9%
PTC
1708
Provident Trust Company
Wisconsin
$873K – – –
EM
1709
Excalibur Management
Massachusetts
$873K +$59.5K +160 +7%
BWM
1710
Buckley Wealth Management
Nevada
$872K -$119K -320 -12%
BIA
1711
Bigelow Investment Advisors
Maine
$869K – – –
CIC
1712
Crawford Investment Counsel
Georgia
$869K +$225K +606 +34%
GVAG
1713
Great Valley Advisor Group
Delaware
$868K -$5.58K -15 -0.6%
CHAM
1714
Clear Harbor Asset Management
Connecticut
$867K -$20.4K -55 -2%
LC
1715
Lindbrook Capital
California
$865K +$7.06K +19 +0.8%
LWM
1716
Loveless Wealth Management
Montana
$865K +$64.3K +173 +8%
BEI
1717
Benjamin Edwards Inc
Missouri
$863K -$38.3K -103 -4%
CB
1718
Cadence Bank
Mississippi
$863K +$18.6K +50 +2%
FPCG
1719
Fort Pitt Capital Group
Pennsylvania
$862K +$59.5K +160 +7%
NQWM
1720
Northwest Quadrant Wealth Management
Oregon
$861K +$744 +2 +0.1%
RA
1721
RFG Advisory
Alabama
$860K -$71.8K -193 -8%
CFA
1722
CWS Financial Advisors
Michigan
$858K -$4.09K -11 -0.5%
LWAM
1723
Legacy Wealth Asset Management
Minnesota
$858K +$16.7K +45 +2%
FC
1724
Financial Consulate
Maryland
$850K +$55.8K +150 +7%
BA
1725
Bridgewater Advisors
New York
$850K +$187K +503 +28%
67 68
69
70 71