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Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
2801
Coastal Bridge Advisors
Connecticut
$4.63M +$247K +969 +6%
AIM
2802
Athena Investment Management
California
$4.63M -$8.16K -32 -0.2%
CAS
2803
Coppell Advisory Solutions
Texas
$4.62M +$1.36M +5,327 +49%
CASC
2804
Coppell Advisory Solutions Corp
Texas
$4.62M +$1.36M +5,327 +49%
LC
2805
Legacy CG
Texas
$4.62M +$103K +404 +3%
WAM
2806
Werlinich Asset Management
Connecticut
$4.61M -$9.18K -36 -0.2%
MPPW
2807
Mitchell & Pahl Private Wealth
Oklahoma
$4.61M -$1.79K -7 -0%
SDWIA
2808
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.6M +$978K +3,835 +32%
SRC
2809
Sage Rhino Capital
California
$4.59M +$204K +798 +5%
BHA
2810
Beech Hill Advisors
New York
$4.58M -$11.5K -45 -0.3%
BWM
2811
Baystate Wealth Management
Massachusetts
$4.58M -$373K -1,464 -8%
WIC
2812
WealthBridge Investment Counsel
Alberta, Canada
$4.58M -$361K -1,415 -8%
IBOK
2813
Independence Bank of Kentucky
Kentucky
$4.58M +$56.4K +221 +1%
OPWM
2814
Oxinas Partners Wealth Management
Indiana
$4.57M -$758K -2,971 -16%
GITFIT
2815
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$4.57M +$153K +600 +4%
LIP
2816
Lighthouse Investment Partners
Florida
$4.57M +$4.04M +15,854 New
CST
2817
Charles Schwab Trust
Nevada
$4.57M -$1.39M -5,443 -26%
GC
2818
GFG Capital
Florida
$4.55M +$119K +467 +2%
KIG
2819
Kowal Investment Group
Wisconsin
$4.55M +$474K +1,858 +13%
GF
2820
Gries Financial
Ohio
$4.54M -$58.9K -231 -1%
AIM
2821
Acropolis Investment Management
Missouri
$4.54M +$179K +700 +5%
IWM
2822
Integris Wealth Management
California
$4.52M -$48.7K -191 -1%
NERM
2823
New England Research & Management
Illinois
$4.52M -$498K -1,952 -11%
CWP
2824
Curated Wealth Partners
California
$4.51M -$113K -444 -3%
FDS
2825
First Dallas Securities
Texas
$4.51M +$17.1K +67 +0.4%
111 112
113
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