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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
3001
Spinnaker Investment Group
California
$3.35M -$44.7K -324 -1%
SIA
3002
SeaBridge Investment Advisors
New Jersey
$3.35M +$2.22M +16,090 +182%
MPCG
3003
Matrix Private Capital Group
New York
$3.35M +$11.2K +81 +0.3%
MWA
3004
Motive Wealth Advisors
Michigan
$3.34M +$304K +2,202 +10%
LA
3005
Lifeworks Advisors
Michigan
$3.34M -$49.9K -362 -1%
BOM
3006
Bank of Marin
California
$3.33M -$12.8K -93 -0.4%
RRA
3007
Round Rock Advisors
Connecticut
$3.33M +$1.37M +9,936 +67%
TVAMP
3008
Tennessee Valley Asset Management Partners
Tennessee
$3.33M -$164K -1,193 -5%
NRI
3009
NFP Retirement Inc
California
$3.33M +$303K +2,201 +10%
MWM
3010
Marion Wealth Management
Pennsylvania
$3.32M -$18.1K -131 -0.5%
KW
3011
Keyvantage Wealth
Pennsylvania
$3.32M +$3.41M +24,721 New
GSC
3012
G&S Capital
Colorado
$3.32M +$526K +3,816 +18%
PAM
3013
Paradigm Asset Management
New York
$3.3M -$6.04M -43,800 -64%
FCA
3014
FLC Capital Advisors
California
$3.3M -$251K -1,819 -7%
HWA
3015
HMV Wealth Advisors
Louisiana
$3.29M +$3.38M +24,510 New
MWM
3016
Maripau Wealth Management
Indiana
$3.29M +$337K +2,447 +11%
BL
3017
Balentine LLC
Georgia
$3.29M -$3.73M -27,088 -53%
SWA
3018
Strategies Wealth Advisors
Michigan
$3.28M +$3.45M +25,058 New
SC
3019
SouthState Corp
Florida
$3.28M +$6.34K +46 +0.2%
TWP
3020
Triad Wealth Partners
Kansas
$3.27M +$598K +4,338 +22%
EMAM
3021
Encompass More Asset Management
California
$3.25M +$837K +6,072 +34%
HKAM
3022
Horizon Kinetics Asset Management
New York
$3.24M -$262K -1,900 -7%
NF
3023
Nvest Financial
New Hampshire
$3.24M +$1.35M +9,780 +68%
TAM
3024
Townsend Asset Management
North Carolina
$3.24M -$17.8K -129 -0.5%
WA
3025
Waddell & Associates
Tennessee
$3.24M +$40.9K +297 +1%
119 120
121
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