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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1101
AlphaStar Capital Management
North Carolina
$357K +$351K +9,730 New
BCA
1102
Berman Capital Advisors
Georgia
$356K +$24.5K +680 +8%
PCM
1103
Prelude Capital Management
New York
$356K +$350K +9,690 New
GEM
1104
Global Endowment Management
North Carolina
$356K +$350K +9,700 New
GAMC
1105
Garner Asset Management Corp
Texas
$355K -$4.69K -130 -1%
CS
1106
Comerica Securities
Michigan
$354K -$16.2K -450 -4%
PG
1107
Pendal Group
Australia
$354K +$175K +4,860 +102%
CFA
1108
Carroll Financial Associates
North Carolina
$351K -$269K -7,450 -44%
PWP
1109
Principle Wealth Partners
Connecticut
$350K +$119K +3,310 +53%
WT
1110
Whittier Trust
California
$348K +$25.3K +700 +8%
CBFP
1111
Cedar Brook Financial Partners
Ohio
$345K +$18K +500 +6%
HC
1112
Henshaw Capital
Massachusetts
$340K +$28.5K +790 +9%
PFO
1113
Pathstone Family Office
New Jersey
$339K -$32.5K -900 -9%
FCA
1114
FinTrust Capital Advisors
South Carolina
$338K -$28.1K -780 -8%
CA
1115
Crewe Advisors
Utah
$338K – – –
AWE
1116
Avidian Wealth Enterprises
Texas
$338K +$25.3K +700 +8%
EWA
1117
Evolution Wealth Advisors
Florida
$338K +$80.1K +2,220 +32%
TPA
1118
Trivium Point Advisory
Connecticut
$335K +$1.8K +50 +0.6%
BPCA
1119
Bank Pictet & Cie (Asia)
Singapore
$334K – – –
TFGT
1120
TS Financial Group (TSFG)
Illinois
$333K – – –
BOS
1121
Bingham Osborn & Scarborough
California
$333K +$18.8K +520 +6%
SWA
1122
Sutton Wealth Advisors
Florida
$329K – – –
BCP
1123
Berkeley Capital Partners
Georgia
$329K -$722 -20 -0.2%
GCA
1124
Gradient Capital Advisors
California
$327K – – –
VCA
1125
Verdence Capital Advisors
Maryland
$326K +$1.44K +40 +0.5%
43 44
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