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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1101
Heritage Trust
Oklahoma
$44.8M -$398K -1,117 -0.9%
ATPW
1102
Ashton Thomas Private Wealth
Arizona
$44.8M +$909K +2,554 +2%
MSR
1103
Main Street Research
Connecticut
$44.7M +$794K +2,230 +2%
MM
1104
Monolith Management
Hong Kong
$44.6M +$42.2M +118,500 New
LFAS
1105
Level Four Advisory Services
Texas
$44.5M -$1.06M -2,972 -2%
MADR
1106
Milestones Administradora de Recursos
Brazil
$44.4M -$13.2M -37,185 -24%
GC
1107
Garde Capital
Washington
$44.2M -$520K -1,460 -1%
FB
1108
Fulton Bank
Pennsylvania
$44.2M -$131K -368 -0.3%
MFG
1109
Merit Financial Group
Georgia
$44.1M -$14M -39,235 -25%
RSVP
1110
Ramsay Stattman Vela & Price
Colorado
$44M -$565K -1,588 -1%
CA
1111
Callahan Advisors
Texas
$44M -$177K -497 -0.4%
GHA
1112
GW Henssler & Associates
Georgia
$43.9M -$1.56M -4,391 -4%
PA
1113
Procyon Advisors
Connecticut
$43.7M +$4.55M +12,780 +12%
CIP
1114
Cornerstone Investment Partners
Georgia
$43.6M -$586K -1,646 -1%
KC
1115
Kadensa Capital
Hong Kong
$43.6M -$31.8M -89,441 -44%
MIM
1116
Manitou Investment Management
Ontario, Canada
$43.6M -$1.65M -4,634 -4%
TFA
1117
Teamwork Financial Advisors
Texas
$43.5M +$404K +1,136 +1%
CL
1118
Choreo LLC
Illinois
$43.4M +$6.24M +17,537 +18%
GRP
1119
Global Retirement Partners
California
$43.4M +$1.06M +2,972 +3%
RWA
1120
Roberts Wealth Advisors
California
$43.3M -$137K -384 -1%
SIA
1121
Soltis Investment Advisors
Utah
$43.3M -$504K -1,417 -1%
ST
1122
Spinnaker Trust
Maine
$43.2M +$220K +617 +0.5%
SW
1123
SteelPeak Wealth
California
$43.1M -$15M -42,091 -27%
NCA
1124
Newbrook Capital Advisors
New York
$43M -$13.4M -37,644 -25%
HFM
1125
Harvest Fund Management
China
$42.9M +$3.39M +9,529 +9%
43 44
45
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