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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1651
Clearstead Trust
Maine
$29.1M -$230K -450 -0.8%
EFG
1652
Everhart Financial Group
Ohio
$29.1M +$1.4M +2,741 +5%
BWP
1653
Balboa Wealth Partners
Arizona
$29.1M +$415K +814 +1%
CA
1654
Cache Advisors
California
$29M +$6.61M +12,965 +30%
SWA
1655
Stratos Wealth Advisors
Ohio
$28.9M +$769K +1,508 +3%
SIG
1656
Sargent Investment Group
Maryland
$28.9M +$296K +581 +1%
CCPM
1657
Cooper Creek Partners Management
New York
$28.9M -$4.96M -9,726 -15%
WBC
1658
West Branch Capital
Massachusetts
$28.8M +$133K +261 +0.5%
AGM
1659
Aragon Global Management
Florida
$28.8M – – –
CPA
1660
Court Place Advisors
Maryland
$28.7M -$366K -717 -1%
HW
1661
Hamilton Wealth
California
$28.7M +$652K +1,279 +2%
SW
1662
Simplicity Wealth
New Jersey
$28.6M -$17.5M -34,238 -38%
AWM
1663
Avior Wealth Management
Nebraska
$28.6M -$1.11M -2,176 -4%
SC
1664
SummitTX Capital
Texas
$28.6M -$17.6M -34,488 -38%
CAG
1665
Csenge Advisory Group
Florida
$28.6M -$1.75M -3,430 -6%
CP
1666
Capital Planning
Washington
$28.5M -$203K -397 -0.7%
SACTSONJ
1667
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$28.5M -$357K -700 -1%
NG
1668
NatWest Group
United Kingdom
$28.5M +$5.7M +11,176 +26%
BSC
1669
Brown Shipley & Co
United Kingdom
$28.4M -$825K -1,617 -3%
DIM
1670
Delta Investment Management
California
$28.4M -$1.08M -2,112 -4%
EAMA
1671
EFG Asset Management (Americas)
Florida
$28.4M -$1.51M -2,954 -5%
KFGK
1672
Keystone Financial Group (Kentucky)
Kentucky
$28.3M +$2.74M +5,373 +11%
WAM
1673
Weiss Asset Management
Massachusetts
$28.3M +$27.8M +54,583 New
GWM
1674
Greenwich Wealth Management
Connecticut
$28.3M +$31.1K +61 +0.1%
AIIMS
1675
Analyst IMS Investment Management Services
Israel
$28.2M +$1.65M +3,228 +6%
65 66
67
68 69