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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1801
Summit Global Investments
Utah
$1.2M -$2.02M -10,450 -59%
FFG
1802
Fortem Financial Group
California
$1.19M -$974K -5,051 -41%
TCBWMS
1803
Texas Capital Bank Wealth Management Services
Texas
$1.19M -$11.2K -58 -0.8%
BCM
1804
Beck Capital Management
Texas
$1.19M +$1.42M +7,373 New
BOH
1805
Bank of Hawaii
Hawaii
$1.19M -$513K -2,657 -27%
MFG
1806
Magnus Financial Group
New York
$1.19M +$22.4K +116 +2%
GFS
1807
GYL Financial Synergies
Connecticut
$1.19M +$57.5K +298 +4%
NW
1808
Naviter Wealth
Arkansas
$1.18M +$1.41M +7,320 New
KIA
1809
KCM Investment Advisors
California
$1.18M -$220K -1,139 -13%
UBG
1810
United Bank (Georgia)
Georgia
$1.18M +$335K +1,734 +31%
ESB
1811
Essex Savings Bank
Connecticut
$1.18M -$965 -5 -0.1%
FMB
1812
Field & Main Bank
Kentucky
$1.18M +$211K +1,092 +18%
DFA
1813
Delta Financial Advisors
Louisiana
$1.17M +$69.5K +360 +5%
CCG
1814
Coastwise Capital Group
California
$1.17M +$397K +2,060 +40%
GCA
1815
Gradient Capital Advisors
California
$1.17M -$103K -533 -7%
NGA
1816
Naples Global Advisors
Florida
$1.17M -$1.51M -7,836 -52%
CAM
1817
CenterStar Asset Management
Illinois
$1.16M – – –
HNWAG
1818
High Net Worth Advisory Group
Florida
$1.16M -$123K -637 -8%
PCM
1819
Pennsylvania Capital Management
Pennsylvania
$1.15M -$26.4K -137 -2%
NL
1820
Navalign LLC
California
$1.15M -$112K -578 -7%
IIM
1821
InTrack Investment Management
Vermont
$1.15M +$708K +3,671 +106%
H6H
1822
Hightower 6M Holding
Kansas
$1.14M -$16.2K -84 -1%
TWI
1823
Thomas White International
Illinois
$1.14M – – –
AW
1824
Alaethes Wealth
Nevada
$1.14M -$265K -1,374 -16%
SFG
1825
SevenBridge Financial Group
Pennsylvania
$1.14M +$431K +2,232 +46%
71 72
73
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