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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1901
Newbridge Financial Services Group
Florida
$3.3M +$500K +1,121 +20%
NB
1902
Nicolet Bankshares
Wisconsin
$3.3M +$10.3K +23 +0.3%
LAS
1903
Lloyd Advisory Services
Georgia
$3.29M +$2.48M +5,562 +457%
NL
1904
Navalign LLC
California
$3.29M -$302K -676 -9%
AIA
1905
Affinity Investment Advisors
California
$3.28M -$1.7M -3,810 -36%
QWP
1906
Quotient Wealth Partners
Texas
$3.28M +$186K +418 +7%
ACM
1907
Aubrey Capital Management
United Kingdom
$3.28M +$134K +300 +4%
NSIM
1908
North Star Investment Management
Illinois
$3.28M +$208K +466 +7%
MFA
1909
Mayflower Financial Advisors
Massachusetts
$3.27M -$691K -1,550 -19%
KIA
1910
KCM Investment Advisors
California
$3.26M +$314K +703 +12%
SG
1911
StoneX Group
New York
$3.26M +$761K +1,706 +34%
AFS
1912
Aft Forsyth & Sober
Florida
$3.25M – – –
SAM
1913
Silphium Asset Management
United Kingdom
$3.25M – – –
IIC
1914
Integrated Investment Consultants
Michigan
$3.24M -$22.8K -51 -0.8%
PCM
1915
Penserra Capital Management
California
$3.24M -$3.79M -8,503 -56%
BFG
1916
Beacon Financial Group
Texas
$3.23M -$76.7K -172 -3%
AWA
1917
Alta Wealth Advisors
Massachusetts
$3.23M -$1.78K -4 -0.1%
BTI
1918
Blue Trust Inc
Georgia
$3.22M +$483K +1,083 +20%
GHA
1919
Granite Harbor Advisors
Texas
$3.21M -$85.6K -192 -3%
WAM
1920
WealthTrust Asset Management
Florida
$3.21M +$407K +912 +16%
RLWM
1921
RF&L Wealth Management
Massachusetts
$3.2M – – –
WI
1922
WrapManager Inc
California
$3.19M +$448K +1,004 +18%
IA
1923
Icon Advisers
Colorado
$3.19M – – –
MAWA
1924
Moss Adams Wealth Advisors
Washington
$3.18M +$378K +848 +15%
RAM
1925
Ramirez Asset Management
New York
$3.17M -$225K -505 -7%
75 76
77
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