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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1301
ProVise Management Group
Florida
$14.9M +$549K +888 +5%
EW
1302
Evoke Wealth
California
$14.9M +$1.52M +2,457 +14%
CBA
1303
Coastal Bridge Advisors
Connecticut
$14.8M +$543K +878 +5%
CCM
1304
Campbell Capital Management
Florida
$14.8M -$21.6K -35 -0.2%
SAM
1305
Smartleaf Asset Management
Massachusetts
$14.8M -$1.51M -2,445 -11%
PA
1306
Proem Advisors
Texas
$14.8M -$6.18M -10,000 -33%
KFBMI
1307
Kentucky Farm Bureau Mutual Insurance
Kentucky
$14.8M – – –
ACM
1308
Alight Capital Management
New York
$14.8M +$4.63M +7,500 +60%
SBFM
1309
S-Bank Fund Management
Finland
$14.8M +$9.46M +15,317 +327%
SAG
1310
SageView Advisory Group
California
$14.8M +$633K +1,025 +5%
WIS
1311
Wright Investors Service
Connecticut
$14.7M -$432K -699 -3%
WPI
1312
Walter Public Investments
Canada
$14.7M -$147K -238 -1%
SAM
1313
Sawgrass Asset Management
Florida
$14.7M -$178K -288 -1%
VWS
1314
Virtus Wealth Solutions
New Jersey
$14.6M +$4.36M +7,057 +55%
SMTF
1315
Sphera Management Technology Funds
Israel
$14.6M +$260K +420 +2%
AIM
1316
Anchor Investment Management
South Carolina
$14.6M +$19.8K +32 +0.2%
TA
1317
TruWealth Advisors
Louisiana
$14.5M +$753K +1,219 +7%
ROC
1318
Robertson Opportunity Capital
Texas
$14.5M – – –
BA
1319
Bristlecone Advisors
Washington
$14.5M -$2.81M -4,550 -19%
DCM
1320
Discovery Capital Management
Connecticut
$14.4M +$6.21M +10,050 +106%
CCM
1321
Consolidated Capital Management
California
$14.4M +$1.29M +2,086 +12%
DCM
1322
Decatur Capital Management
Georgia
$14.4M – – –
TBA
1323
Tower Bridge Advisors
Pennsylvania
$14.4M +$185K +299 +2%
SC
1324
SummitTX Capital
Texas
$14.4M +$3.94M +6,380 +49%
BB
1325
Bell Bank
North Dakota
$14.4M +$145K +235 +1%
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