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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1001
Affinity Capital Advisors
California
$1.06M +$26.6K +520 +3%
AIA
1002
AIMZ Investment Advisors
California
$1.06M – – –
PM
1003
Precept Management
Texas
$1.06M – – –
HAIM
1004
Hunter Associates Investment Management
Pennsylvania
$1.06M +$370K +7,240 +57%
SCM
1005
Springhouse Capital Management
Connecticut
$1.06M +$1.02M +20,000 New
NP
1006
NorthRock Partners
Minnesota
$1.05M +$142K +2,770 +16%
MWM
1007
Minot Wealth Management
Massachusetts
$1.04M -$125K -2,450 -11%
EWA
1008
EP Wealth Advisors
California
$1.03M -$316K -6,180 -24%
SFA
1009
Sequoia Financial Advisors
Ohio
$1.03M +$5.11K +100 +0.5%
ACM
1010
Advisors Capital Management
New Jersey
$1.03M -$10.2K -200 -1%
HFM
1011
Harvest Fund Management
China
$1.02M -$435K -8,510 -31%
SWA
1012
Sax Wealth Advisors
New Jersey
$1.02M -$664K -12,990 -40%
RA
1013
Rational Advisors
New York
$1.02M -$143K -2,800 -13%
PAMP
1014
Polar Asset Management Partners
Ontario, Canada
$1.02M +$988K +19,320 New
EH
1015
Equitable Holdings
New York
$1.02M +$32.7K +640 +3%
CSA
1016
Cottage Street Advisors
Massachusetts
$1.02M -$46.5K -910 -5%
MC
1017
Moors & Cabot
Massachusetts
$1.01M +$101K +1,970 +11%
MC
1018
Mathes Company
New York
$1M -$12.8K -250 -1%
RW
1019
RVW Wealth
California
$1M – – –
FAM
1020
Formidable Asset Management
Ohio
$996K -$281K -5,500 -23%
BB
1021
Bell Bank
North Dakota
$992K +$8.69K +170 +0.9%
SBH
1022
Segall Bryant & Hamill
Illinois
$989K -$29.4M -575,080 -97%
QI
1023
Qtron Investments
Massachusetts
$989K -$291K -5,690 -23%
CFG
1024
Citizens Financial Group
Rhode Island
$989K +$584K +11,420 +156%
NC
1025
NinePointTwo Capital
California
$985K – – –
39 40
41
42 43