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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2751
Sequent Asset Management
Texas
$785K +$11.2K +15 +2%
CT
2752
Caldwell Trust
Florida
$785K +$247K +330 +94%
AGM
2753
Alpine Global Management
New York
$785K +$510K +680 New
GS
2754
Gagnon Securities
New York
$784K -$298K -398 -37%
MCWA
2755
Meadow Creek Wealth Advisors
Georgia
$783K +$508K +678 New
RCM
2756
Requisite Capital Management
Texas
$783K +$508K +678 New
VW
2757
Vantus Wealth
Pennsylvania
$781K +$508K +677 New
WMA
2758
William Mack & Associates
Michigan
$779K – – –
AFG
2759
Artesa Financial Group
Texas
$779K -$94.5K -126 -16%
EP
2760
E6 Portfolios
Utah
$778K – – –
BA
2761
Ballast Advisors
Minnesota
$777K -$9.75K -13 -2%
EWM
2762
Evolution Wealth Management
Florida
$772K +$142K +189 +39%
OIM
2763
Oder Investment Management
California
$770K -$103K -138 -17%
CA
2764
Carson Advisory
Georgia
$770K -$1.35M -1,796 -73%
DIM
2765
Delta Investment Management
California
$769K -$39.7K -53 -7%
IMC
2766
Investment Management Corporation
Virginia
$768K -$592K -789 -54%
TS
2767
Tamar Securities
California
$768K +$29.2K +39 +6%
KRW
2768
Kaufman Rossin Wealth
Florida
$767K -$87K -116 -13%
AC
2769
Avant Capital
Louisiana
$766K +$498K +664 New
SO
2770
Sierra Ocean
California
$766K +$19.5K +26 +4%
TCA
2771
Trifecta Capital Advisors
Illinois
$760K -$69K -92 -12%
WKSWA
2772
White Knight Strategic Wealth Advisors
New Jersey
$758K +$493K +657 New
IA
2773
Inspire Advisors
Idaho
$753K +$39K +52 +9%
SIAP
2774
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$752K +$488K +651 New
WPW
2775
Waldron Private Wealth
Pennsylvania
$751K +$488K +651 New
109 110
111
112 113