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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1926
Lion Street Advisors
Texas
$496K +$669 +10 +0.1%
GITFIT
1927
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$496K – – –
HFA
1928
Harbert Fund Advisors
Alabama
$496K +$134K +2,000 +40%
ONST
1929
Old North State Trust
North Carolina
$496K +$14.7K +220 +3%
VWM
1930
Valley Wealth Managers
New Jersey
$496K +$467K +6,990 New
CNBTD
1931
Citizens National Bank Trust Department
Mississippi
$495K -$20.7K -310 -4%
CSD
1932
Clear Street Derivatives
New York
$495K +$467K +6,980 New
KBFS
1933
Kohmann Bosshard Financial Services
Ohio
$492K – – –
KCM
1934
Kathmere Capital Management
Pennsylvania
$492K +$52.2K +780 +13%
HWP
1935
Highline Wealth Partners
California
$492K -$43.5K -650 -9%
ALAM
1936
Asahi Life Asset Management
Japan
$491K -$403K -6,020 -47%
TWA
1937
TCI Wealth Advisors
Arizona
$489K +$143K +2,140 +45%
PWM
1938
Purus Wealth Management
California
$487K -$34.1K -510 -7%
GWMR
1939
GC Wealth Management RIA
Massachusetts
$487K -$802K -11,990 -64%
CCA
1940
Cobblestone Capital Advisors
New York
$483K +$24.1K +360 +6%
EWS
1941
Evergreen Wealth Solutions
Pennsylvania
$482K -$67.5K -1,010 -13%
RFA
1942
Register Financial Advisors
Georgia
$482K – – –
HCA
1943
Horan Capital Advisors
Ohio
$482K +$13.4K +200 +3%
WTA
1944
Washington Trust Advisors
Massachusetts
$482K +$213K +3,190 +88%
SDWMA
1945
Schneider Downs Wealth Management Advisors
Pennsylvania
$480K +$453K +6,770 New
AAS
1946
Annex Advisory Services
Wisconsin
$479K -$68.2K -1,020 -13%
NHC
1947
Nicholas Hoffman & Company
Georgia
$479K -$91.6K -1,370 -17%
CIA
1948
Cladis Investment Advisory
Montana
$479K – – –
ML
1949
Mayport LLC
Massachusetts
$477K – – –
JCM
1950
Jacobsen Capital Management
Utah
$477K +$4.68K +70 +1%
76 77
78
79 80