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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2701
Edgestream Partners
New Jersey
$7.5M +$1.46M +4,097 +26%
KL
2702
KWMG LLC
Kansas
$7.48M -$548K -1,539 -7%
ACM
2703
Alcosta Capital Management
California
$7.48M -$43.1K -121 -0.6%
1W
2704
1776 Wealth
Georgia
$7.46M +$669K +1,879 +10%
HG
2705
Herbst Group
Connecticut
$7.45M -$208K -585 -3%
KLCM
2706
KG&L Capital Management
Louisiana
$7.44M -$224K -629 -3%
MW
2707
MBL Wealth
North Carolina
$7.42M +$77.9K +219 +1%
SXL
2708
Summit X LLC
Missouri
$7.4M +$438K +1,231 +7%
AI
2709
AXS Investments
New York
$7.4M -$861K -2,419 -11%
AWM
2710
Accurate Wealth Management
Florida
$7.4M -$574K -1,613 -8%
MAA
2711
Mraz Amerine & Associates
California
$7.4M -$52.7K -148 -0.7%
FFC
2712
First Financial Corp
Indiana
$7.4M -$58.7K -165 -0.8%
BIP
2713
Bouvel Investment Partners
Pennsylvania
$7.39M +$190K +534 +3%
OL
2714
OneFund LLC
Florida
$7.39M +$7M +19,654 New
FFA
2715
Fairfield Financial Advisors
Massachusetts
$7.38M -$176K -494 -2%
PPC
2716
Park Place Capital
Alabama
$7.38M -$1.12M -3,151 -14%
NWM
2717
Northcape Wealth Management
New York
$7.38M -$112K -314 -2%
RWM
2718
RBA Wealth Management
California
$7.38M -$71.5K -201 -1%
BFS
2719
Burr Financial Services
California
$7.37M +$6.17M +17,323 New
DC
2720
DeDora Capital
California
$7.36M -$82.9K -233 -1%
LC
2721
Lakehouse Capital
Australia
$7.36M -$2.7M -7,572 -28%
CIM
2722
Contravisory Investment Management
Massachusetts
$7.35M +$9.97K +28 +0.1%
BWG
2723
Beta Wealth Group
California
$7.35M -$392K -1,102 -5%
CFS
2724
Commonwealth Financial Services
West Virginia
$7.35M -$356 -1 -0%
TAM
2725
Thematics Asset Management
France
$7.35M -$1.9M -5,329 -21%
107 108
109
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