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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1351
Belpointe Asset Management
Nevada
$24.9M +$1.65M +5,468 +7%
LWM
1352
Lyell Wealth Management
California
$24.9M +$1.07M +3,540 +5%
BHWM
1353
Bar Harbor Wealth Management
New Hampshire
$24.9M -$1.69M -5,627 -7%
EFS
1354
Essex Financial Services
Connecticut
$24.8M -$2.23M -7,422 -8%
NCM
1355
Nelson Capital Management
California
$24.8M +$1.92M +6,393 +9%
IAN
1356
Integrated Advisors Network
Texas
$24.8M -$1.02M -3,393 -4%
AAM
1357
AO Asset Management
New York
$24.8M -$15.3M -50,990 -39%
SCA
1358
Spearhead Capital Advisors
Florida
$24.8M +$1.01M +3,341 +4%
JRP
1359
Jasper Ridge Partners
California
$24.8M +$8.67M +28,830 +56%
CCC
1360
Cincinnati Casualty Company
Ohio
$24.7M – – –
HSA
1361
HBK Sorce Advisory
Pennsylvania
$24.6M -$1.69M -5,612 -7%
MIM
1362
Marco Investment Management
Georgia
$24.6M -$354K -1,178 -1%
HBT
1363
Hills Bank & Trust
Iowa
$24.6M -$151K -503 -0.6%
PCM
1364
Princeton Capital Management
New Jersey
$24.6M -$136K -451 -0.6%
NIC
1365
Northwest Investment Counselors
Oregon
$24.5M -$884K -2,939 -4%
GCAC
1366
Guardian Capital Advisors (Canada)
Ontario, Canada
$24.4M -$569K -1,892 -2%
ME
1367
McIlrath & Eck
Washington
$24.4M -$11.6M -38,648 -33%
AJ
1368
Ashburton (Jersey)
Jersey
$24.3M -$15.3K -51 -0.1%
ZCA
1369
Zeke Capital Advisors
Pennsylvania
$24.3M +$16.2M +53,729 +214%
CCA
1370
Checchi Capital Advisers
California
$24.3M +$1.03M +3,436 +5%
HGCK
1371
HPC Germany & Co KG
Germany
$24.3M +$23.7M +78,826 New
IB
1372
Intrust Bank
Kansas
$24.3M -$823K -2,734 -3%
AF
1373
Advisornet Financial
Minnesota
$24.3M +$626K +2,081 +3%
WB
1374
Webster Bank
Connecticut
$24.2M -$439K -1,459 -2%
BWM
1375
Buckley Wealth Management
Nevada
$24.2M +$1.41M +4,692 +6%
53 54
55
56 57