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Name Holding Trade Value Shares
Change 		Change in
Stake
HCCM
1001
Hudson Canyon Capital Management
New York
$4.2M – – –
KWA
1002
Kingswood Wealth Advisors
California
$4.2M +$106K +1,110 +3%
CPC
1003
Cookson Peirce & Co
Pennsylvania
$4.18M -$146K -1,530 -3%
EWM
1004
Evercore Wealth Management
New York
$4.18M -$12.4K -130 -0.3%
LSA
1005
L & S Advisors
California
$4.17M -$3.02M -31,730 -42%
SWR
1006
Spahn Wealth & Retirement
Arizona
$4.16M +$4.24M +44,620 New
MNBTD
1007
Moody National Bank Trust Division
Texas
$4.15M -$19K -200 -0.4%
MFS
1008
Monetta Financial Services
Illinois
$4.1M – – –
BFO
1009
Boston Family Office
Massachusetts
$4.08M +$3.6M +37,900 +650%
NCGI
1010
Next Century Growth Investors
Minnesota
$4.08M +$2.85K +30 +0.1%
ATS
1011
Ashton Thomas Securities
New York
$4.08M -$240K -2,520 -5%
BCM
1012
Barometer Capital Management
Ontario, Canada
$4.07M +$4.16M +43,690 New
KFP
1013
KMG Fiduciary Partners
Ohio
$4.07M -$68.5K -720 -2%
LP
1014
LMR Partners
United Kingdom
$4.06M -$2.64M -27,710 -39%
ACM
1015
AlphaStar Capital Management
North Carolina
$4.06M +$294K +3,090 +8%
WIA
1016
World Investment Advisors
California
$4.05M +$11.4K +120 +0.3%
ATC
1017
Argent Trust Co
Tennessee
$4.04M +$102K +1,070 +3%
MYIA
1018
Mount Yale Investment Advisors
Colorado
$4.04M -$234K -2,460 -5%
JIC
1019
Johnson Investment Counsel
Ohio
$4.03M +$865K +9,100 +27%
ETCM
1020
Evolutionary Tree Capital Management
Virginia
$4.02M -$39.9K -420 -1%
CI
1021
Cigna Investments
Connecticut
$4.01M -$94.2K -990 -2%
IFWM
1022
Institute for Wealth Management
Colorado
$4M +$6.66K +70 +0.2%
PWS
1023
Precision Wealth Strategies
Missouri
$3.99M +$540K +5,680 +15%
SWA
1024
Stratos Wealth Advisors
Ohio
$3.99M -$58K -610 -1%
SFG
1025
Synergy Financial Group
California
$3.98M -$89.4K -940 -2%
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