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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1001
Bragg Financial Advisors
North Carolina
$5.01M +$1.48M +13,687 +34%
PA
1002
Perennial Advisors
New York
$5M +$5.17M +47,957 +893%
HSA
1003
HBK Sorce Advisory
Pennsylvania
$5M +$1.29K +12 +0%
RWM
1004
Rockline Wealth Management
New York
$4.99M +$542K +5,031 +10%
LW
1005
Libra Wealth
California
$4.95M – – –
WAS
1006
Winch Advisory Services
Wisconsin
$4.94M -$2.16K -20 -0%
PDL
1007
Portfolio Design Labs
California
$4.91M +$86.5K +802 +2%
FCM
1008
Fieldview Capital Management
Michigan
$4.87M +$5.6M +51,982 New
FCA
1009
Fortis Capital Advisors
Kansas
$4.85M -$89.9K -834 -2%
HW
1010
Hamilton Wealth
California
$4.84M +$534K +4,957 +11%
BCP
1011
Blackhawk Capital Partners
Wisconsin
$4.84M +$2.18M +20,221 +64%
SIA
1012
SeaBridge Investment Advisors
New Jersey
$4.83M -$682K -6,328 -11%
BCM
1013
Beck Capital Management
Texas
$4.82M -$64.7K -600 -1%
SAM
1014
Synergy Asset Management
Washington
$4.8M +$5.52M +51,191 New
HCM
1015
Helios Capital Management
Singapore
$4.78M +$1.62M +15,000 +42%
PVI
1016
Pine Valley Investments
New Jersey
$4.77M +$330K +3,063 +6%
MC
1017
Maverick Capital
Texas
$4.76M +$5.48M +50,797 New
HCMT
1018
Highland Capital Management (Tennessee)
Tennessee
$4.74M -$2.81M -26,035 -34%
SWP
1019
Sagespring Wealth Partners
Tennessee
$4.72M -$365K -3,387 -6%
GLR
1020
Great Lakes Retirement
Ohio
$4.72M +$57.5K +533 +1%
BV
1021
Boxwood Ventures
Illinois
$4.69M +$5.39M +50,030 New
CK
1022
Cohen Klingenstein
New York
$4.69M – – –
M
1023
Murchinson
Ontario, Canada
$4.69M +$5.39M +50,000 New
QI
1024
Qtron Investments
Massachusetts
$4.68M -$473K -4,391 -8%
NTIC
1025
Napean Trading & Investment Company
Singapore
$4.62M -$5.06M -46,960 -49%
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