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Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1051
Citizens Business Bank
California
$3.82M -$152K -1,730 -3%
RS
1052
Rakuten Securities
Japan
$3.81M +$770K +8,747 +20%
MGP
1053
M&G plc
United Kingdom
$3.8M -$3.27M -37,136 -41%
CWI
1054
Conscious Wealth Investments
Florida
$3.8M -$74.2K -843 -1%
NA
1055
Nautilus Advisors
California
$3.79M +$122K +1,380 +3%
CIP
1056
Castlefield Investment Partners
$3.78M +$109K +1,234 +2%
LW
1057
Libra Wealth
California
$3.78M +$12K +136 +0.3%
FCA
1058
Fortis Capital Advisors
Kansas
$3.75M -$1.15M -13,099 -20%
IAN
1059
Integrated Advisors Network
Texas
$3.74M -$581K -6,602 -11%
OC
1060
Oarsman Capital
Wisconsin
$3.74M +$2.5M +28,419 +119%
GWM
1061
Geneos Wealth Management
Colorado
$3.73M +$988K +11,215 +27%
DSC
1062
Daytona Street Capital
Missouri
$3.72M +$125K +1,415 +3%
TC
1063
Trilogy Capital
California
$3.72M +$270K +3,068 +6%
BV
1064
Boxwood Ventures
Illinois
$3.69M – – –
VAS
1065
Valicenti Advisory Services
New York
$3.69M +$241K +2,740 +6%
HW
1066
Hamilton Wealth
California
$3.69M -$21.4K -243 -0.5%
IFWM
1067
Institute for Wealth Management
Colorado
$3.69M +$625K +7,093 +16%
AAIM
1068
Asset Advisors Investment Management
Georgia
$3.68M +$45.5K +517 +1%
AIM
1069
Avity Investment Management
Connecticut
$3.68M +$3.08M +35,020 +212%
WAM
1070
Wolverine Asset Management
Illinois
$3.67M +$4.44M +50,472 +5,842%
MWM
1071
Modern Wealth Management
Kansas
$3.66M +$1.58M +17,884 +54%
PAM
1072
Pegasus Asset Management
New York
$3.66M +$108K +1,229 +2%
HCM
1073
Helios Capital Management
Singapore
$3.64M – – –
SHGA
1074
Sand Hill Global Advisors
California
$3.62M +$41.9K +476 +0.9%
APW
1075
Aventura Private Wealth
Florida
$3.61M +$132K +1,494 +3%
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