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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1301
Sax Wealth Advisors
New Jersey
$2.23M +$101K +1,060 +5%
AGWCA
1302
Annis Gardner Whiting Capital Advisors
Florida
$2.23M -$1.61M -16,930 -41%
AM
1303
AGF Management
Ontario, Canada
$2.22M +$262K +2,760 +13%
GAA
1304
Global Assets Advisory
Florida
$2.22M +$1.46M +15,300 +171%
ANTB
1305
AMG National Trust Bank
Colorado
$2.22M -$59.9K -630 -3%
FGP
1306
Freestone Grove Partners
California
$2.22M -$18.4M -193,060 -89%
AWMT
1307
AAFMAA Wealth Management & Trust
North Carolina
$2.21M -$178K -1,870 -7%
IC
1308
Iconiq Capital
California
$2.21M +$311K +3,270 +16%
TSS
1309
Two Sigma Securities
New York
$2.2M +$1.59M +16,720 +243%
GCM
1310
Generation Capital Management
New York
$2.2M +$12.4K +130 +0.6%
PP
1311
PDS Planning
Ohio
$2.2M +$196K +2,060 +10%
CRCM
1312
Crystal Rock Capital Management
Illinois
$2.19M +$1.5M +15,750 +203%
FPA
1313
First Pacific Advisors
California
$2.18M -$437K -4,590 -16%
JSW
1314
Journey Strategic Wealth
New Jersey
$2.18M +$85.6K +900 +4%
QC
1315
Quent Capital
New York
$2.18M +$83.7K +880 +4%
CGF
1316
Constant Guidance Financial
Massachusetts
$2.18M -$3.14M -32,990 -59%
FIM
1317
Freedom Investment Management
Connecticut
$2.17M -$243K -2,550 -10%
IA
1318
IFG Advisory
Georgia
$2.17M -$63.7K -670 -3%
APGDR
1319
Absoluto Partners Gestao de Recursos
Brazil
$2.17M -$160K -1,680 -7%
WI
1320
WrapManager Inc
California
$2.16M -$349K -3,670 -14%
MBTD
1321
Mechanics Bank - Trust Department
California
$2.16M -$173K -1,820 -7%
SA
1322
Sovran Advisors
California
$2.16M +$688K +7,230 +48%
FNBT
1323
FineMark National Bank & Trust
Florida
$2.16M +$20.9K +220 +1%
AA
1324
Advisory Alpha
Michigan
$2.15M +$244K +2,570 +13%
PCA
1325
Prosperity Capital Advisors
Ohio
$2.15M -$37.1K -390 -2%
51 52
53
54 55