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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3201
Mirabaud Asset Management
United Kingdom
$5.56M -$2.88M -7,129 -32%
AWM
3202
Atticus Wealth Management
Florida
$5.56M +$27.1K +67 +0.5%
EFH
3203
Eaton Financial Holdings
Florida
$5.55M +$992K +2,452 +20%
SW
3204
SkyOak Wealth
Michigan
$5.55M -$538K -1,329 -8%
TWM
3205
Trueblood Wealth Management
Ohio
$5.55M +$153K +378 +3%
LAM
3206
Lewis Asset Management
California
$5.54M +$180K +446 +3%
CA
3207
Capital Advantage
California
$5.54M -$549K -1,357 -8%
RYIA
3208
Roehl & Yi Investment Advisors
Oregon
$5.53M +$111K +274 +0.4%
BFS
3209
BridgePort Financial Solutions
Iowa
$5.53M +$696K +1,720 +13%
IAMOG
3210
Investors Asset Management of Georgia
Georgia
$5.52M -$18.2K -45 -0.3%
ECM
3211
English Capital Management
Michigan
$5.52M -$958K -2,369 -19%
JFG
3212
Juno Financial Group
Virginia
$5.51M +$306K +756 +5%
MPPW
3213
Mitchell & Pahl Private Wealth
Oklahoma
$5.51M +$53.4K +132 +0.9%
PWA
3214
Pitcairn Wealth Advisors
Pennsylvania
$5.5M -$1.41M -3,479 -19%
W
3215
Wealthquest
Ohio
$5.49M +$681K +1,683 +13%
SCM
3216
Steele Capital Management
Iowa
$5.49M +$451K +1,114 +8%
SCP
3217
Steamboat Capital Partners
New York
$5.49M -$75.7K -187 -1%
SCM
3218
Stanley Capital Management
Texas
$5.48M – – –
JDLA
3219
J. Derek Lewis & Associates
California
$5.48M -$423K -1,045 -7%
SG
3220
Somerset Group
Minnesota
$5.46M +$57K +141 +1%
MSA
3221
McAlister Sweet & Associates
Texas
$5.46M -$14.6K -36 -0.2%
WAM
3222
Werlinich Asset Management
Connecticut
$5.46M +$18.2K +45 +0.3%
CNBOF
3223
City National Bank of Florida
Florida
$5.46M +$2.18M +5,398 +58%
WIM
3224
Walsky Investment Management
Pennsylvania
$5.45M -$49K -121 -0.8%
BL
3225
Balentine LLC
Georgia
$5.45M +$1.41M +3,486 +31%
127 128
129
130 131