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Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
776
Oak Harvest Investment Services
Texas
$1.71M -$274K -8,280 -14%
SYBT
777
Stock Yards Bank & Trust
Kentucky
$1.7M -$34.1K -1,030 -2%
AWM
778
Avior Wealth Management
Nebraska
$1.7M +$21.2K +640 +1%
WI
779
WrapManager Inc
California
$1.68M +$284K +8,580 +21%
QCG
780
Quadrant Capital Group
Ohio
$1.68M +$90.3K +2,730 +6%
SCM
781
SOL Capital Management
Maryland
$1.67M -$1.99K -60 -0.1%
AAS
782
Avantax Advisory Services
Texas
$1.67M -$99.3K -3,000 -6%
WANY
783
Wealthspire Advisors (New York)
New York
$1.67M -$372K -11,250 -19%
AAM
784
Advisors Asset Management
Colorado
$1.66M -$101K -3,040 -6%
EFM
785
E Fund Management
China
$1.66M -$95K -2,870 -6%
GW
786
GW & Wade
Massachusetts
$1.64M -$77.1K -2,330 -5%
DPIM
787
Duff & Phelps Investment Management
Illinois
$1.64M – – –
LW
788
Libra Wealth
California
$1.64M – – –
BOSSRA
789
B.O.S.S. Retirement Advisors
Utah
$1.63M -$76.4K -2,310 -5%
CI
790
Conning Inc
Connecticut
$1.63M -$38.4K -1,160 -2%
ISWM
791
Independent Solutions Wealth Management
New York
$1.62M -$13.6K -410 -0.9%
WPC
792
Wedmont Private Capital
Pennsylvania
$1.62M +$1.66K +50 +0.1%
GCM
793
Graham Capital Management
Connecticut
$1.61M +$1.54M +46,550 New
SIA
794
SeaBridge Investment Advisors
New Jersey
$1.59M +$37.4K +1,130 +3%
WWM
795
Western Wealth Management
Colorado
$1.59M +$354K +10,690 +30%
FCM
796
Fortis Capital Management
Washington
$1.58M +$136K +4,120 +10%
NFA
797
Northern Financial Advisors
Michigan
$1.58M -$56.9K -1,720 -4%
WT
798
Whittier Trust
California
$1.58M -$22.8K -690 -1%
CWM
799
Circle Wealth Management
New Jersey
$1.57M -$81.1K -2,450 -5%
PI
800
PGGM Investments
Netherlands
$1.56M +$1.49M +45,140 New
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