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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
801
WealthPlan Investment Management
Nebraska
$2.87M +$1.24M +7,570 +89%
ACM
802
Aubrey Capital Management
United Kingdom
$2.86M +$2.63M +16,000 New
BAM
803
Belpointe Asset Management
Nevada
$2.85M -$152K -925 -5%
CA
804
Clearstead Advisors
Ohio
$2.84M +$62.5K +380 +2%
TCM
805
Twin Capital Management
Pennsylvania
$2.83M +$437K +2,660 +20%
ONGA
806
O'Neil Global Advisors
California
$2.83M -$7.27M -44,200 -74%
CMI
807
Clare Market Investments
Texas
$2.82M +$481K +2,925 +23%
TPM
808
Totem Point Management
New York
$2.82M -$2M -12,150 -44%
MWM
809
Meridian Wealth Management
Kentucky
$2.82M +$166K +1,010 +7%
AWA
810
Alta Wealth Advisors
Massachusetts
$2.81M +$625K +3,800 +32%
ACP
811
Aviance Capital Partners
Florida
$2.81M +$2.58M +15,685 New
ADL
812
Asset Dedication LLC
California
$2.8M +$51.8K +315 +2%
MOS
813
MGO One Seven
Ohio
$2.79M +$276K +1,680 +12%
DF
814
Donoghue Forlines
Massachusetts
$2.79M +$1.48M +9,005 +137%
PI
815
PGGM Investments
Netherlands
$2.79M – – –
PPWP
816
Premier Path Wealth Partners
New Jersey
$2.78M -$74K -450 -3%
SWM
817
SeaCrest Wealth Management
New York
$2.78M +$43.6K +265 +2%
OCM
818
Once Capital Management
New York
$2.77M +$2.14M +13,000 +520%
MNBTD
819
Moody National Bank Trust Division
Texas
$2.77M +$229K +1,390 +10%
HWA
820
HCR Wealth Advisors
California
$2.77M +$150K +915 +6%
MG
821
Mather Group
Illinois
$2.76M -$317K -1,930 -11%
PCM
822
Penserra Capital Management
California
$2.75M -$9.86K -60 -0.4%
DCM
823
Donaldson Capital Management
Indiana
$2.75M +$2.53M +15,375 New
QI
824
Qtron Investments
Massachusetts
$2.74M +$155K +940 +7%
NCM
825
Narwhal Capital Management
Georgia
$2.74M -$66.6K -405 -3%
31 32
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