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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2051
Atom Investors
Texas
$15.7M +$8.59M +20,100 +123%
MYIA
2052
Mount Yale Investment Advisors
Colorado
$15.7M -$4.2M -9,819 -21%
VBFG
2053
Vishria Bird Financial Group
Tennessee
$15.7M -$32.5K -76 -0.2%
SLG
2054
Stanley-Laman Group
Pennsylvania
$15.6M -$563K -1,318 -4%
SFP
2055
Shepherd Financial Partners
Massachusetts
$15.6M +$154K +361 +1%
OGC
2056
Oak Grove Capital
New Hampshire
$15.6M +$2.96M +6,919 +24%
BC
2057
Broadwater Capital
Massachusetts
$15.6M -$137K -320 -0.9%
PAM
2058
Pegasus Asset Management
New York
$15.6M -$467K -1,093 -3%
DIM
2059
DLK Investment Management
California
$15.5M +$884K +2,068 +6%
PFU
2060
Parus Finance (UK)
United Kingdom
$15.5M -$5.88M -13,753 -28%
MPIM
2061
McGinn Penninger Investment Management
Virginia
$15.5M -$8.55K -20 -0.1%
CPC
2062
Consolidated Planning Corp
Georgia
$15.5M +$872K +2,041 +6%
BWM
2063
BNC Wealth Management
Oregon
$15.4M +$358K +838 +2%
MCCP
2064
Mission Creek Capital Partners
California
$15.4M +$155K +363 +1%
PAIM
2065
Punch & Associates Investment Management
Minnesota
$15.4M -$70.1K -164 -0.5%
SIM
2066
Sentry Investment Management
Wisconsin
$15.4M +$1.11M +2,586 +8%
WP
2067
Westmount Partners
California
$15.4M +$1.44M +3,357 +10%
FCA
2068
Fortis Capital Advisors
Kansas
$15.4M +$340K +795 +2%
4WM
2069
44 Wealth Management
Oregon
$15.4M +$15.5M +36,211 New
AWCI
2070
Alpine Woods Capital Investors
New York
$15.4M -$3.11M -7,277 -17%
BONH
2071
Bank of New Hampshire
New Hampshire
$15.4M -$314K -735 -2%
IAM
2072
Impact Asset Management
$15.4M +$15.3M +35,676 New
PIM
2073
Parker Investment Management
California
$15.4M -$581K -1,360 -4%
LI
2074
Lafayette Investments
Maryland
$15.3M +$3.85K +9 +0%
APF
2075
Alaska Permanent Fund
Alaska
$15.3M – – –
81 82
83
84 85