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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1126
Bard Financial Services
Connecticut
$3.42M +$164K +1,010 +4%
BWL
1127
Bogart Wealth LLC
Virginia
$3.42M +$502K +3,099 +14%
OCM
1128
Osterweis Capital Management
California
$3.42M +$8.91K +55 +0.2%
NONA
1129
Ninety One North America
New York
$3.41M +$155K +959 +4%
KWM
1130
Kingsview Wealth Management
Oregon
$3.41M -$428K -2,638 -9%
DAS
1131
Dynamic Advisor Solutions
Arizona
$3.4M -$130K -801 -3%
CAM
1132
Centre Asset Management
New York
$3.38M +$2.42M +14,932 +149%
BA
1133
Bridgewater Advisors
New York
$3.38M +$656K +4,047 +19%
BL
1134
Balentine LLC
Georgia
$3.38M +$301K +1,859 +8%
SIMM
1135
Stillwater Investment Management (Minnesota)
Minnesota
$3.38M +$64.8K +400 +2%
5L
1136
55I LLC
Massachusetts
$3.37M +$2.95M +18,184 +275%
BWA
1137
BDO Wealth Advisors
Florida
$3.36M +$1.13M +6,963 +39%
SAM
1138
Strategy Asset Managers
California
$3.36M +$1.84M +11,343 +84%
SIC
1139
Sigma Investment Counselors
Michigan
$3.35M -$98.7K -609 -2%
DPIM
1140
Duff & Phelps Investment Management
Illinois
$3.35M -$4.86K -30 -0.1%
ZB
1141
Zions Bancorporation
Utah
$3.34M -$407K -2,514 -9%
IFG
1142
Independent Financial Group
California
$3.34M -$12.3K -76 -0.3%
TW
1143
TrinityPoint Wealth
Connecticut
$3.33M +$3.31M +20,392 +491%
MAM
1144
Martingale Asset Management
Massachusetts
$3.32M -$133K -823 -3%
AUB
1145
Atlantic Union Bankshares
Virginia
$3.3M -$111K -683 -3%
B
1146
Bellecapital
Switzerland
$3.28M +$325K +2,003 +9%
BP
1147
Ballentine Partners
Massachusetts
$3.27M +$634K +3,914 +19%
CAM
1148
Crake Asset Management
United Kingdom
$3.26M +$908K +5,600 +30%
LMIM
1149
Lockheed Martin Investment Management
Maryland
$3.25M – – –
AP
1150
Adero Partners
California
$3.25M +$998K +6,160 +33%
44 45
46
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