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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAM
1001
SBI Okasan Asset Management
Japan
$1.68M +$228K +2,300 +16%
GPWM
1002
Grant Private Wealth Management
California
$1.68M +$277K +2,796 +20%
LFG
1003
Lazard Frères Gestion
France
$1.68M +$11.9K +120 +0.7%
MWA
1004
Marathon Wealth Advisors
Massachusetts
$1.68M +$69.5K +702 +4%
JSL
1005
JT Stratford LLC
Georgia
$1.67M +$1.47M +14,852 +755%
AAG
1006
Accordant Advisory Group
Maryland
$1.67M +$1.66M +16,780 New
NLGIA
1007
Nippon Life Global Investors Americas
New York
$1.67M +$70.3K +710 +4%
SP
1008
Sarasin & Partners
United Kingdom
$1.66M -$11.4M -115,283 -87%
SI
1009
Sora Investors
Pennsylvania
$1.65M +$1.65M +16,654 New
CAMG
1010
CWA Asset Management Group
Florida
$1.65M -$133K -1,345 -7%
MCM
1011
Massar Capital Management
Connecticut
$1.64M +$653K +6,592 +66%
HVP
1012
Hudson Value Partners
Florida
$1.63M – – –
SP
1013
Stablepoint Partners
Massachusetts
$1.62M +$386K +3,902 +31%
ECA
1014
Elevate Capital Advisors
Colorado
$1.62M +$1.61M +16,284 New
SC
1015
Stance Capital
Massachusetts
$1.61M +$1.6M +16,160 +15,538%
CA
1016
CGN Advisors
Kansas
$1.61M -$1.19K -12 -0.1%
DAC
1017
Dutch Asset Corp
New York
$1.61M +$1.61M +16,249 New
FHA
1018
Flagship Harbor Advisors
Massachusetts
$1.61M +$150K +1,511 +10%
BWM
1019
Bluebird Wealth Management
Massachusetts
$1.61M -$51.7K -522 -3%
SW
1020
SteelPeak Wealth
California
$1.61M +$329K +3,318 +26%
FTUS
1021
Flow Traders U.S.
New York
$1.61M +$1.19M +12,000 +288%
CA
1022
Clearstead Advisors
Ohio
$1.6M -$1.64M -16,564 -51%
AF
1023
Ally Financial
Michigan
$1.59M +$396K +4,000 +33%
AFG
1024
American Financial Group
Ohio
$1.59M +$1.09M +11,000 +220%
ROC
1025
Robertson Opportunity Capital
Texas
$1.59M +$1.58M +16,000 New
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