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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1501
Smartleaf Asset Management
Massachusetts
$597K +$262K +2,572 +68%
WPP
1502
Whalerock Point Partners
Rhode Island
$596K -$10.2K -100 -2%
NAMA
1503
Nikko Asset Management Americas
New York
$595K -$11.5K -113 -2%
SF
1504
Summit Financial
New Jersey
$595K -$120K -1,184 -16%
DL
1505
DOHJ LLC
Washington
$594K +$63.6K +625 +11%
PAM
1506
Peak Asset Management
Colorado
$593K – – –
WHC
1507
Wulff, Hansen & Co
California
$593K – – –
EM
1508
Excalibur Management
Massachusetts
$592K +$74.7K +734 +13%
BFPW
1509
BOK Financial Private Wealth
Colorado
$591K +$23.6K +232 +4%
YDMI
1510
Y.D. More Investments
Israel
$590K +$469K +4,608 +276%
ME
1511
McIlrath & Eck
Washington
$588K -$1.22K -12 -0.2%
AWE
1512
Avidian Wealth Enterprises
Texas
$588K +$48.7K +479 +8%
SIM
1513
Stratos Investment Management
Ohio
$586K -$2.4M -23,571 -79%
WCM
1514
Windsor Capital Management
Arizona
$585K +$610 +6 +0.1%
CIAS
1515
Capital Investment Advisory Services
North Carolina
$585K +$54.1K +532 +9%
ACM
1516
Argent Capital Management
Missouri
$583K -$542K -5,333 -46%
WP
1517
Waycross Partners
Kentucky
$583K +$153K +1,500 +32%
CRC
1518
Curi RMB Capital
Illinois
$581K +$129K +1,265 +26%
MLA
1519
My Legacy Advisors
Oregon
$579K -$7.63K -75 -1%
DFG
1520
Delta Financial Group
New Jersey
$578K -$4.78K -47 -0.8%
CIC
1521
Concord Investment Counsel
California
$577K +$625K +6,140 New
RCA
1522
Roberts Capital Advisors
Colorado
$577K +$624K +6,136 New
CCMG
1523
Clark Capital Management Group
Pennsylvania
$576K +$38.7K +380 +7%
LWA
1524
Lineweaver Wealth Advisors
Ohio
$576K -$89.3K -878 -13%
GWM
1525
GSB Wealth Management
Connecticut
$575K +$366K +3,598 +143%
59 60
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