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Name Holding Trade Value Shares
Change 		Change in
Stake
IDP
876
In-Depth Partners
Florida
$11.6M +$1.35M +4,483 +13%
MA
877
Mezzasalma Advisors
New Jersey
$11.5M +$196K +651 +2%
AAS
878
Avantax Advisory Services
Texas
$11.5M +$1.11M +3,683 +11%
SV
879
Sturgeon Ventures
United Kingdom
$11.5M – – –
NAH
880
Neumann Advisory (HK)
Hong Kong
$11.5M – – –
PA
881
Procyon Advisors
Connecticut
$11.4M +$4.48M +14,854 +64%
ECM
882
Engle Capital Management
Connecticut
$11.4M -$5.42M -18,000 -32%
FACM
883
Forest Avenue Capital Management
Florida
$11.4M +$5.91M +19,600 +108%
HWM
884
HB Wealth Management
Georgia
$11.3M +$1.91M +6,332 +20%
AAM
885
Azzad Asset Management
Virginia
$11.3M +$27.4K +91 +0.2%
FAT
886
First American Trust
California
$11.3M -$3.42M -11,342 -23%
TGM
887
Tenzing Global Management
California
$11.3M +$9.79M +32,500 +650%
SLI
888
Sumitomo Life Insurance
Japan
$11.2M +$758K +2,516 +7%
TS
889
Tamar Securities
California
$11.1M -$2.11M -6,996 -16%
WWA
890
WCG Wealth Advisors
Nevada
$11.1M +$1.36M +4,524 +14%
TCM
891
Thames Capital Management
New Jersey
$11.1M – – –
CTA
892
Chesley Taft & Associates
Illinois
$11M +$1.98M +6,580 +22%
BFC
893
Blue Fin Capital
Rhode Island
$11M +$265K +879 +2%
SGA
894
Strategic Global Advisors
California
$11M -$543K -1,801 -5%
NCM
895
Narwhal Capital Management
Georgia
$10.9M +$4.46M +14,795 +68%
VIG
896
Vienna Insurance Group
Poland
$10.9M – – –
RGI
897
River Global Investors
United Kingdom
$10.9M -$3.38M -11,212 -24%
SWA
898
Stratos Wealth Advisors
Ohio
$10.9M +$1.44M +4,763 +15%
TSC
899
Two Seas Capital
New York
$10.9M +$1.86M +6,172 +21%
CAM
900
Cubic Asset Management
Massachusetts
$10.8M +$2.41M +8,015 +29%
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