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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1701
Kerrisdale Advisers
Florida
$17.1M -$5.05M -15,575 -23%
WAS
1702
Winch Advisory Services
Wisconsin
$17.1M -$103K -319 -0.6%
OC
1703
Oakworth Capital
Alabama
$17M +$572K +1,764 +4%
HWAM
1704
Hennion & Walsh Asset Management
New Jersey
$17M +$661K +2,040 +4%
SFM
1705
Sphera Funds Management
Israel
$17M -$5.51M -17,000 -25%
HWA
1706
HCR Wealth Advisors
California
$17M +$994K +3,067 +6%
FFA
1707
Fragasso Financial Advisors
Pennsylvania
$17M -$414K -1,278 -2%
AMM
1708
American Money Management
California
$16.9M +$115K +355 +0.7%
TCBWMS
1709
Texas Capital Bank Wealth Management Services
Texas
$16.9M -$680K -2,098 -4%
CWS
1710
Confluence Wealth Services
Pennsylvania
$16.9M +$16.3M +50,284 New
LSPW
1711
Lake Street Private Wealth
Illinois
$16.9M +$3.11M +9,605 +24%
WAS
1712
WESPAC Advisors SoCal
California
$16.9M +$174K +536 +1%
CBN
1713
Cadence Bank NA
Texas
$16.8M -$128K -395 -0.8%
GAM
1714
Grandview Asset Management
Pennsylvania
$16.8M +$16.2M +50,073 New
CC
1715
Codex Capital
New York
$16.8M -$648K -2,000 -4%
EIM
1716
Ervin Investment Management
Washington
$16.8M +$16.2M +50,041 New
TAM
1717
Telemark Asset Management
Massachusetts
$16.8M – – –
VW
1718
Vantage Wealth
California
$16.8M -$2.52M -7,776 -13%
ZB
1719
Zions Bancorporation
Utah
$16.8M +$864K +2,664 +6%
DJYG
1720
David J. Yvars Group
Florida
$16.8M -$941K -2,901 -6%
CCT
1721
Capital City Trust
Florida
$16.7M -$164K -505 -1%
VA
1722
Valmark Advisers
Ohio
$16.7M +$241K +743 +2%
VAS
1723
Valicenti Advisory Services
New York
$16.7M +$686K +2,116 +4%
MIG
1724
McGuire Investment Group
Rhode Island
$16.7M -$391K -1,206 -2%
AFWM
1725
AMJ Financial Wealth Management
Virginia
$16.7M +$1.15M +3,549 +8%
67 68
69
70 71