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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1001
Goldstream Capital Management
Hong Kong
$28M +$2.67M +3,587 +10%
RWM
1002
Ritholtz Wealth Management
New York
$28M +$2.19M +2,947 +8%
SI
1003
Sava Infond
Slovenia
$28M -$394K -530 -1%
FFM
1004
Forum Financial Management
Illinois
$28M -$202K -272 -0.7%
FT
1005
Fiduciary Trust
Massachusetts
$27.9M +$1.55M +2,080 +6%
CIA
1006
CCM Investment Advisers
South Carolina
$27.8M +$203K +273 +0.7%
BRA
1007
Bender Robert & Associates
California
$27.8M -$384K -516 -1%
O
1008
Ossiam
France
$27.8M +$20M +26,876 +244%
ZIG
1009
Zuckerman Investment Group
Illinois
$27.8M -$1.02M -1,371 -3%
PFM
1010
Premier Fund Managers
United Kingdom
$27.7M -$2.77M -3,721 -9%
CL
1011
CIM LLC
New York
$27.7M +$1.39M +1,866 +5%
AAM
1012
Azzad Asset Management
Virginia
$27.3M +$135K +181 +0.5%
USCWA
1013
U.S. Capital Wealth Advisors
Texas
$27.3M +$144K +194 +0.5%
CTA
1014
Chesley Taft & Associates
Illinois
$27.3M -$102K -137 -0.4%
TBWA
1015
Three Bridge Wealth Advisors
California
$27.2M -$1.86M -2,497 -6%
PL
1016
Parkwood LLC
Ohio
$27.2M +$8.23M +11,053 +42%
CAM
1017
Close Asset Management
United Kingdom
$27.1M -$1.7M -2,290 -6%
ECM
1018
Evergreen Capital Management
Washington
$27.1M +$2.83M +3,799 +11%
MA
1019
Mezzasalma Advisors
New Jersey
$27M -$511K -687 -2%
CIA
1020
Choate Investment Advisors
Massachusetts
$26.9M +$4.95M +6,656 +22%
BFA
1021
Beaumont Financial Advisors
Massachusetts
$26.9M -$85.6K -115 -0.3%
SWP
1022
Sagespring Wealth Partners
Tennessee
$26.7M +$3.13M +4,209 +13%
MK
1023
MASTERINVEST Kapitalanlage
$26.6M -$537K -722 -2%
BAM
1024
Belpointe Asset Management
Nevada
$26.6M +$1.22M +1,643 +5%
KA
1025
KLCM Advisors
Wisconsin
$26.6M +$5.26M +7,063 +24%
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