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Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
976
Dynamic Technology Lab
Singapore
$347K +$328K +3,155 New
ACM
977
Advisors Capital Management
New Jersey
$347K +$329K +3,160 New
BJL
978
Brighton Jones LLC
Washington
$344K +$95.7K +920 +42%
1WA
979
180 Wealth Advisors
Washington
$342K -$38K -365 -10%
BL
980
Balentine LLC
Georgia
$342K +$9.36K +90 +3%
GG
981
Golden Green
South Carolina
$341K +$322K +3,100 New
TFS
982
TrustCore Financial Services
Tennessee
$340K -$23.4K -225 -7%
PFO
983
Pathstone Family Office
New Jersey
$340K +$284K +2,735 +770%
ISWM
984
Independent Solutions Wealth Management
New York
$340K +$321K +3,085 New
CDH
985
Charles D. Hyman
$339K – – –
MGIM
986
M&G Investment Management
United Kingdom
$337K – – –
IEFM
987
IQ EQ Fund Management
Ireland
$336K – – –
BFWA
988
Benchmark Financial Wealth Advisors
Florida
$336K +$18.2K +175 +6%
BP
989
Ballentine Partners
Massachusetts
$333K -$196K -1,885 -38%
TPA
990
Trivium Point Advisory
Connecticut
$333K +$69.7K +670 +26%
POIA
991
Pin Oak Investment Advisors
Texas
$331K – – –
CL
992
CSS LLC
Illinois
$330K – – –
FNBSF
993
First National Bank Sioux Falls
South Dakota
$330K – – –
SF
994
Symphony Financial
Texas
$328K +$76.4K +735 +31%
DAS
995
Dynamic Advisor Solutions
Arizona
$324K +$306K +2,945 New
KAM
996
Knightsbridge Asset Management
California
$321K – – –
GTCM
997
Gyon Technologies Capital Management
New Jersey
$320K +$303K +2,910 New
M1FG
998
Mach-1 Financial Group
Arkansas
$320K +$303K +2,910 New
CWA
999
Clarus Wealth Advisors
Arizona
$317K +$316K +3,035 New
KPCM
1000
Kings Point Capital Management
New York
$316K – – –
38 39
40
41 42