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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2051
Wellspring Financial Advisors
Ohio
$14.2M -$412M -983,671 -96%
1M
2052
1248 Management
Missouri
$14.2M +$7.78M +18,601 +94%
STAS
2053
Strong Tower Advisory Services
Minnesota
$14.2M +$728K +1,739 +5%
IPW
2054
Inlet Private Wealth
Florida
$14.2M -$381K -910 -2%
QC
2055
Quent Capital
New York
$14.2M -$2.04M -4,869 -11%
SCA
2056
Sage Capital Advisors
South Dakota
$14.1M -$1.6M -3,821 -9%
MGWM
2057
Marks Group Wealth Management
Minnesota
$14.1M -$631K -1,508 -4%
MJP
2058
Michael J. Puzo
$14.1M +$370K +885 +2%
RBC
2059
Romano Brothers & Co
Illinois
$14.1M -$829K -1,982 -5%
WP
2060
Westmount Partners
California
$14.1M +$925K +2,211 +6%
TBT
2061
Texas Bank & Trust
Texas
$14M +$51.9K +124 +0.3%
MCCP
2062
Mission Creek Capital Partners
California
$14M +$4.13M +9,875 +35%
PCMK
2063
Paragon Capital Management (Kansas)
Kansas
$14M +$232K +555 +1%
JAM
2064
JCIC Asset Management
Ontario, Canada
$14M -$35.1K -84 -0.2%
WPI
2065
Walter Public Investments
Canada
$13.9M -$13.2M -31,616 -46%
IAM
2066
Infusive Asset Management
New York
$13.9M +$11.6M +27,646 +278%
AWA
2067
Acumen Wealth Advisors
Tennessee
$13.9M +$1.76M +4,204 +13%
OA
2068
Oasis Advisors
Iowa
$13.9M +$14.8M +35,335 +1,623%
IIA
2069
IPG Investment Advisors
California
$13.9M -$2.31M -5,525 -13%
AFGAS
2070
Allegiance Financial Group Advisory Services
Virginia
$13.8M -$716K -1,712 -4%
PPWM
2071
Paragon Private Wealth Management
Kentucky
$13.8M +$95K +227 +0.6%
KA
2072
Klingman & Associates
New York
$13.8M +$587K +1,404 +4%
JSAM
2073
J. Safra Asset Management
New York
$13.8M -$49.8K -119 -0.3%
MW
2074
Marble Wealth
Alabama
$13.8M -$3.55M -8,478 -19%
EP
2075
Edgestream Partners
New Jersey
$13.7M -$3.2M -7,650 -17%
81 82
83
84 85