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Name Holding Trade Value Shares
Change 		Change in
Stake
ED
1851
Exane Derivatives
France
$542K -$2.26M -12,495 -82%
CA
1852
Capital Advantage
California
$540K -$320K -1,770 -39%
OC
1853
Oakworth Capital
Alabama
$540K +$258K +1,425 +105%
WCM
1854
Wedge Capital Management
North Carolina
$537K +$24.6K +136 +5%
IWP
1855
Icon Wealth Partners
Texas
$536K -$66K -365 -12%
KPCM
1856
Kings Point Capital Management
New York
$536K +$1.45K +8 +0.3%
SMFS
1857
Squar Milner Financial Services
California
$536K +$18.3K +101 +4%
BAM
1858
Berkshire Asset Management
Pennsylvania
$534K – – –
SHGA
1859
Sand Hill Global Advisors
California
$530K +$206K +1,138 +72%
PV
1860
Private Vista
Illinois
$528K -$38.1K -211 -7%
GHA
1861
GW Henssler & Associates
Georgia
$527K +$90.4K +500 +23%
DPI
1862
Diversified Portfolios Inc
Michigan
$526K +$172K +953 +54%
VCM
1863
Versant Capital Management
Arizona
$525K -$626K -3,466 -56%
DBIA
1864
Dumont & Blake Investment Advisors
New Jersey
$523K +$9.04K +50 +2%
BWM
1865
Baystate Wealth Management
Massachusetts
$521K +$5.06K +28 +1%
BFC
1866
Bedel Financial Consulting
Indiana
$517K +$42.1K +233 +10%
TTWM
1867
TCV Trust & Wealth Management
Virginia
$517K +$207K +1,145 +76%
IDBONY
1868
Israel Discount Bank of New York
New York
$515K +$443K +2,450 +1,225%
GEA
1869
Glen Eagle Advisors
New Jersey
$509K +$18.8K +104 +4%
CPSAC
1870
Chas P. Smith & Associates (CPS)
Florida
$505K +$54.8K +303 +13%
AWE
1871
Avidian Wealth Enterprises
Texas
$504K +$63.2K +350 +16%
FFWA
1872
FRG Family Wealth Advisors
Washington
$503K – – –
JFM
1873
Jackson Financial Management
California
$503K +$9.94K +55 +2%
DCM
1874
Dimension Capital Management
Florida
$501K +$10.8K +60 +2%
WWM
1875
Windsor Wealth Management
Indiana
$501K +$81.3K +450 +21%
73 74
75
76 77