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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1026
Caprock Group
Idaho
$30.8M -$1.1M -4,571 -3%
LW
1027
Linscomb Wealth
Texas
$30.8M +$459K +1,912 +2%
WAM
1028
Wilsey Asset Management
California
$30.7M +$3.6K +15 +0%
FTDI
1029
First Trust Direct Indexing
Massachusetts
$30.7M +$358K +1,490 +1%
DP
1030
DDD Partners
Washington
$30.7M +$2.66M +11,093 +9%
SRC
1031
Shufro Rose & Co
New York
$30.6M -$684K -2,852 -2%
OPCM
1032
Osborne Partners Capital Management
California
$30.6M -$4.4M -18,346 -13%
PIA
1033
Petredis Investment Advisors
Pennsylvania
$30.6M +$30.6M +127,489 New
ETC
1034
Exchange Traded Concepts
Oklahoma
$30.5M +$1.9M +7,918 +7%
GKWIM
1035
Gerber Kawasaki Wealth & Investment Management
California
$30.4M -$199K -830 -0.7%
EH
1036
Equitable Holdings
New York
$30.3M +$240K +999 +0.8%
FCMC
1037
Founders Capital Management (Connecticut)
Connecticut
$30.2M -$541K -2,253 -2%
SCA
1038
Stillwater Capital Advisors
Pennsylvania
$30.2M -$489K -2,039 -2%
PAG
1039
Private Advisor Group
New Jersey
$30.1M -$1.95M -8,117 -1%
CA
1040
CSM Advisors
Pennsylvania
$30.1M -$5.22M -21,760 -15%
DWT
1041
Dorsey & Whitney Trust
South Dakota
$30M +$375K +1,561 +1%
AG
1042
Avala Global
New York
$30M +$30M +125,168 New
BCM
1043
Bornite Capital Management
New York
$30M +$6M +25,000 +25%
OMC
1044
Overbrook Management Corp
New York
$29.8M -$345K -1,436 -1%
GG
1045
Greenwood Gearhart
Arkansas
$29.7M +$932K +3,883 +3%
YC
1046
Yarbrough Capital
Tennessee
$29.7M +$2.01M +8,364 +7%
VHAM
1047
Van Hulzen Asset Management
California
$29.6M +$1.39M +5,798 +5%
SPC
1048
Stewart & Patten Company
California
$29.6M +$6.24K +26 +0%
RSVP
1049
Ramsay Stattman Vela & Price
Colorado
$29.5M +$287K +1,196 +1%
RG
1050
Renaissance Group
Kentucky
$29.5M +$99.4K +414 +0.3%
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