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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1626
Great Diamond Partners
Maine
$1.82M -$34.2K -280 -2%
RIG
1627
RiverFront Investment Group
Virginia
$1.82M +$891K +7,300 +93%
RFN
1628
RDA Financial Network
Iowa
$1.82M +$303K +2,480 +20%
CL
1629
CIM LLC
New York
$1.81M +$138K +1,130 +8%
DWM
1630
Darwin Wealth Management
Florida
$1.81M +$37.8K +310 +2%
JSAM
1631
J. Safra Asset Management
New York
$1.81M +$682K +5,590 +59%
AEPWM
1632
Atlantic Edge Private Wealth Management
Florida
$1.81M +$30.5K +250 +2%
CWG
1633
Crown Wealth Group
North Carolina
$1.81M +$15.9K +130 +0.9%
SAM
1634
Sompo Asset Management
Japan
$1.8M – – –
APP
1635
Avantax Planning Partners
Iowa
$1.8M +$85.4K +700 +5%
LIA
1636
Limestone Investment Advisors
New York
$1.79M +$1.82M +14,900 New
MCI
1637
MRP Capital Investments
Georgia
$1.78M -$28.3M -231,750 -95%
FAM
1638
Formidable Asset Management
Ohio
$1.78M -$26.9K -220 -2%
HIMC
1639
Heritage Investors Management Corp
Maryland
$1.78M -$12.2K -100 -0.7%
WCM
1640
Whitener Capital Management
North Carolina
$1.78M +$6.1K +50 +0.3%
FC
1641
Fairscale Capital
New Hampshire
$1.77M – – –
WTC
1642
WhitTier Trust Company
Nevada
$1.77M -$107K -880 -5%
WW
1643
Waterfront Wealth
Kansas
$1.77M -$75.7K -620 -4%
MFG
1644
Menard Financial Group
Texas
$1.77M -$157K -1,290 -8%
NSIM
1645
North Star Investment Management
Illinois
$1.77M +$1.22K +10 +0.1%
WIM
1646
Wittenberg Investment Management
Massachusetts
$1.76M -$73.2K -600 -4%
BA
1647
Bluesphere Advisors
Pennsylvania
$1.76M -$110K -900 -6%
APM
1648
a16z Perennial Management
California
$1.76M +$1.1M +9,020 +160%
SIC
1649
SFE Investment Counsel
California
$1.75M – – –
WSFS
1650
Wilmington Savings Fund Society
Delaware
$1.75M -$3.62M -29,650 -67%
64 65
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