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Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
1076
Portfolio Design Labs
California
$3.57M -$462K -5,241 -9%
CK
1077
Cohen Klingenstein
New York
$3.57M – – –
NERM
1078
New England Research & Management
Illinois
$3.54M +$1.24M +14,094 +40%
LIA
1079
Limestone Investment Advisors
New York
$3.54M +$4.37M +49,567 New
WWM
1080
Waterway Wealth Management
Texas
$3.54M +$4.36M +49,512 New
PFA
1081
Perryman Financial Advisory
Texas
$3.53M -$60.7K -689 -1%
JCM
1082
Jag Capital Management
Missouri
$3.52M +$4.35M +49,343 New
KIM
1083
Kurv Investment Management
California
$3.52M +$531K +6,032 +14%
AAS
1084
Ameritas Advisory Services
Nebraska
$3.5M +$2.68M +30,395 +163%
CTC
1085
Central Trust Company
Missouri
$3.5M +$88.9K +1,009 +2%
WR
1086
WD Rutherford
Oregon
$3.49M +$98.1K +1,114 +2%
TSS
1087
Two Sigma Securities
New York
$3.47M +$4.28M +48,597 New
PIA
1088
Perennial Investment Advisors
California
$3.46M -$210K -2,379 -5%
LBWM
1089
Left Brain Wealth Management
Illinois
$3.44M +$3.93M +44,623 +1,245%
RWM
1090
Rockline Wealth Management
New York
$3.44M -$123K -1,396 -3%
MA
1091
Montag & Associates
Georgia
$3.44M +$142K +1,617 +3%
CCG
1092
Cypress Capital Group
Florida
$3.43M +$1.76M +19,974 +71%
FCP
1093
Fidelis Capital Partners
Florida
$3.43M +$46.9K +532 +1%
AWM
1094
Avior Wealth Management
Nebraska
$3.43M +$315K +3,580 +8%
SPFA
1095
Summit Place Financial Advisors
New Jersey
$3.42M +$105K +1,195 +3%
KWMG
1096
King Wealth Management Group
Florida
$3.4M +$613K +6,961 +17%
AA
1097
Altrafin AG
$3.39M -$2.84M -32,304 -40%
TAM
1098
Trust Asset Management
Texas
$3.38M -$13.7K -156 -0.3%
CAG
1099
Crestwood Advisors Group
Massachusetts
$3.38M -$285K -3,240 -6%
PP
1100
Patten & Patten
Tennessee
$3.36M +$1.59M +18,008 +62%
42 43
44
45 46