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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1101
Brown Financial Advisors
Ohio
$1.25M +$474K +2,460 +45%
SP
1102
SWS Partners
Ohio
$1.25M +$54K +280 +4%
NAM
1103
NorthCrest Asset Manangement
Minnesota
$1.25M +$180K +935 +14%
RMC
1104
Resources Management Corp
Connecticut
$1.25M +$269K +1,395 +22%
II
1105
Impact Investors
California
$1.24M -$32.8K -170 -2%
BWP
1106
Balboa Wealth Partners
Arizona
$1.23M -$101K -525 -6%
CCA
1107
Checchi Capital Advisers
California
$1.23M +$67.5K +350 +5%
RWM
1108
Rockline Wealth Management
New York
$1.23M +$104K +540 +8%
AF
1109
Allworth Financial
California
$1.23M -$1.26M -6,520 -50%
IB
1110
Intrust Bank
Kansas
$1.23M +$153K +795 +12%
GCGDR
1111
Geo Capital Gestora de Recursos
Brazil
$1.22M +$1.46M +7,550 +6,864%
BFA
1112
Bragg Financial Advisors
North Carolina
$1.22M +$1.48M +7,660 New
SWP
1113
Sagespring Wealth Partners
Tennessee
$1.21M +$235K +1,220 +19%
VIM
1114
VELA Investment Management
Ohio
$1.21M -$154K -800 -10%
SFC
1115
SYM Financial Corp
Indiana
$1.2M +$198K +1,025 +16%
CAMV
1116
Concord Asset Management (Virginia)
Virginia
$1.2M +$15.4K +80 +1%
SQA
1117
Simon Quick Advisors
New Jersey
$1.2M +$221K +1,145 +18%
RCM
1118
Riverpark Capital Management
New York
$1.2M +$185K +960 +15%
SGI
1119
Summit Global Investments
Utah
$1.2M -$309K -1,605 -18%
EI
1120
Ellevest Inc
New York
$1.19M -$38.5K -200 -3%
SW
1121
Simplicity Wealth
New Jersey
$1.19M +$1.08M +5,580 +294%
PDL
1122
Portfolio Design Labs
California
$1.19M -$586K -3,040 -29%
LS
1123
Livforsakringsbolaget Skandia
Sweden
$1.19M -$578K -3,000 -29%
EPIM
1124
Evelyn Partners Investment Management
$1.18M +$169K +875 +13%
BC
1125
Belmont Capital
California
$1.18M – – –
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