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Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
1426
Liberty One Investment Management
Illinois
$28.4M +$5.1M +12,598 +20%
BHWM
1427
Bar Harbor Wealth Management
New Hampshire
$28.4M -$121K -298 -0.4%
ZF
1428
Zhang Financial
Michigan
$28.4M +$1.06M +2,624 +4%
GIM
1429
Generali Investments Management
Slovenia
$28.3M -$181K -448 -0.6%
CAAS
1430
Capital Asset Advisory Services
Michigan
$28.3M +$2.03M +5,010 +7%
CC
1431
Courier Capital
New York
$28.3M -$588K -1,453 -2%
AAM
1432
Alphadyne Asset Management
New York
$28.3M -$44.2M -109,322 -59%
CBA
1433
Coastal Bridge Advisors
Connecticut
$28.2M +$34.4K +85 +0.1%
GIA
1434
GHP Investment Advisors
Colorado
$28.2M +$986K +2,436 +3%
PCM
1435
Pennsylvania Capital Management
Pennsylvania
$28.1M -$819K -2,025 -3%
PA
1436
Perennial Advisors
New York
$28.1M +$29.1K +72 +0.1%
CIA
1437
CCM Investment Advisers
South Carolina
$28.1M +$3.12M +7,719 +11%
VWM
1438
Valley Wealth Managers
New Jersey
$28.1M -$44.5K -110 -0.1%
MC
1439
Mirabaud & Cie
Switzerland
$28M -$1.83M -4,532 -6%
MKC
1440
M. Kraus & Co
Vermont
$28M +$55.8K +138 +0.2%
GWM
1441
GDS Wealth Management
Texas
$28M +$3.97M +9,807 +15%
HWM
1442
Heirloom Wealth Management
Colorado
$27.9M +$4.35M +10,757 +17%
GCA
1443
Greenwood Capital Associates
South Carolina
$27.9M +$1.45M +3,587 +5%
GIC
1444
Generali Investments CEE
Czech Republic
$27.9M +$8.24M +20,358 +37%
CCM
1445
Cohen Capital Management
California
$27.9M +$688K +1,700 +2%
FMWA
1446
Forvis Mazars Wealth Advisors
Missouri
$27.8M +$468K +1,157 +2%
PA
1447
Procyon Advisors
Connecticut
$27.8M -$1.91M -4,726 -6%
CWM
1448
CMH Wealth Management
New Hampshire
$27.7M -$109K -269 -0.4%
EPW
1449
Evolve Private Wealth
California
$27.7M -$9.65M -23,855 -24%
CHCM
1450
Columbus Hill Capital Management
New Jersey
$27.6M +$2.64M +6,515 +10%
56 57
58
59 60