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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1151
Wahed Invest
New York
$3.94M +$4.71M +24,429 New
SWM
1152
Sendero Wealth Management
Texas
$3.94M +$766K +3,970 +19%
MYIA
1153
Mount Yale Investment Advisors
Colorado
$3.93M +$101K +525 +2%
BFS
1154
Bard Financial Services
Connecticut
$3.9M +$1.32M +6,860 +40%
NONA
1155
Ninety One North America
New York
$3.9M -$333K -1,726 -7%
SWIG
1156
Strategic Wealth Investment Group
Kentucky
$3.9M +$461K +2,391 +11%
HI
1157
Horizon Investments
North Carolina
$3.88M -$2.54M -13,171 -35%
LMIM
1158
Lockheed Martin Investment Management
Maryland
$3.87M -$307K -1,590 -6%
WIS
1159
Wright Investors Service
Connecticut
$3.87M -$162K -841 -3%
FIA
1160
Foundations Investment Advisors
Arizona
$3.86M +$1.17M +6,060 +36%
GVAG
1161
Great Valley Advisor Group
Delaware
$3.85M +$2.44M +12,667 +113%
CT
1162
Coastline Trust
Rhode Island
$3.83M -$1.68M -8,730 -27%
NG
1163
NWK Group
California
$3.83M +$47.5K +246 +1%
1SB
1164
1ST Source Bank
Indiana
$3.83M -$386 -2 -0%
RIL
1165
Rothschild Investment LLC
Illinois
$3.83M +$654K +3,390 +17%
LCS
1166
Levin Capital Strategies
New York
$3.83M -$123K -638 -3%
MCM
1167
McKinley Capital Management
Alaska
$3.82M -$1.5M -7,793 -25%
LSWM
1168
Lorne Steinberg Wealth Management
Canada
$3.81M +$1.93K +10 +0%
IFWM
1169
Institute for Wealth Management
Colorado
$3.8M +$109K +564 +2%
ACM
1170
AlphaCrest Capital Management
New York
$3.79M +$2.34M +12,138 +107%
PCM
1171
Princeton Capital Management
New Jersey
$3.76M +$48.6K +252 +1%
LSPW
1172
Lake Street Private Wealth
Illinois
$3.76M +$444K +2,300 +11%
MM
1173
Meridian Management
Arkansas
$3.75M +$961K +4,980 +27%
FMAEN1
1174
Fund Management at Engine No 1
California
$3.73M +$697K +3,612 +18%
BL
1175
Balentine LLC
Georgia
$3.72M +$970K +5,030 +28%
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47
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