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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
801
Geneva Partners
Wisconsin
$10.4M +$2.55M +22,530 +41%
CA
802
Clearstead Advisors
Ohio
$10.4M +$916K +8,100 +12%
AWS
803
Atria Wealth Solutions
New York
$10.3M -$12.5M -110,710 -59%
RA
804
RFG Advisory
Alabama
$10.3M +$1.06M +9,390 +14%
EAMA
805
EFG Asset Management (Americas)
Florida
$10.2M -$465K -4,110 -5%
CIG
806
Consolidated Investment Group
Colorado
$10.2M -$905K -8,000 -10%
CPCPP
807
Canada Post Corporation Pension Plan
Canada
$10.2M +$8.58M +75,870 New
HCM
808
Horiko Capital Management
New York
$10.2M -$140K -1,240 -2%
AF
809
Alerus Financial
North Dakota
$10.1M -$1.04M -9,220 -11%
ADL
810
Asset Dedication LLC
California
$10.1M -$29.4K -260 -0.3%
WA
811
Waverly Advisors
Alabama
$10.1M +$1.58M +14,010 +23%
KPM
812
Kinetic Partners Management
Florida
$10M -$14.4M -127,000 -63%
LCM
813
Legato Capital Management
California
$10M – – –
LC
814
Lavaca Capital
Texas
$10M – – –
BCM
815
Benchstone Capital Management
New York
$10M -$64.5M -570,300 -88%
GLA
816
Good Life Advisors
Pennsylvania
$9.98M +$1.81M +16,000 +27%
LSA
817
L & S Advisors
California
$9.98M +$3.37M +29,790 +67%
JF
818
Jericho Financial
Ohio
$9.94M -$520K -4,600 -6%
MIH
819
Meitav Investment House
Israel
$9.87M -$1.96M -17,360 -19%
NG
820
Norden Group
Utah
$9.86M +$382K +3,380 +5%
GIM
821
Generali Investments Management
Slovenia
$9.8M -$2.8M -24,780 -25%
BCM
822
Brookstone Capital Management
Illinois
$9.79M -$312K -2,760 -4%
SW
823
Simplicity Wealth
New Jersey
$9.78M +$4.11M +36,320 +99%
MA
824
Mezzasalma Advisors
New Jersey
$9.78M -$52K -460 -0.6%
CCIA
825
Campbell & Co Investment Adviser
Maryland
$9.78M +$8.26M +73,060 New
31 32
33
34 35