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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
726
Herold Advisors
New York
$326K – – –
BEI
727
Benjamin Edwards Inc
Missouri
$326K +$30.6K +150 +11%
CCIA
728
Campbell & Co Investment Adviser
Maryland
$326K +$310K +1,517 New
GIA
729
Gladstone Institutional Advisory
Florida
$325K +$309K +1,513 New
GT
730
Greenleaf Trust
Michigan
$323K +$16.7K +82 +6%
MG
731
Marex Group
$319K +$303K +1,485 New
AUB
732
Atlantic Union Bankshares
Virginia
$318K +$119K +584 +65%
WA
733
Waverly Advisors
Alabama
$317K +$34.9K +171 +13%
BCM
734
Brooktree Capital Management
Michigan
$313K +$298K +1,460 New
ITFISA
735
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$313K -$152K -746 -34%
WC
736
Waterloo Capital
Texas
$311K +$33.1K +162 +13%
EWM
737
Empirical Wealth Management
Washington
$310K +$295K +1,443 New
CWP
738
Core Wealth Partners
California
$309K – – –
WBC
739
Westpac Banking Corp
Australia
$306K – – –
FMLI
740
Fukoku Mutual Life Insurance
Japan
$300K -$66.1K -324 -19%
FCM
741
Fortis Capital Management
Washington
$299K -$1.02K -5 -0.4%
AC
742
AlphaCore Capital
California
$298K +$144K +703 +102%
SI
743
Stonekeep Investments
New Mexico
$298K -$3.27K -16 -1%
RWM
744
Revisor Wealth Management
Ohio
$295K – – –
AWM
745
Ameliora Wealth Management
Switzerland
$294K +$16.3K +80 +6%
PP
746
PDS Planning
Ohio
$294K -$31.6K -155 -10%
QPWM
747
Quadrant Private Wealth Management
Pennsylvania
$293K +$28.4K +139 +11%
AAM
748
Advisors Asset Management
Colorado
$293K -$16.1K -79 -5%
LAM
749
L2 Asset Management
Massachusetts
$293K +$6.74K +33 +2%
SSG
750
Summit Securities Group
New York
$290K +$276K +1,350 New
28 29
30
31 32