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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1001
AFT Forsyth & Company
Florida
$32.2M -$381K -3,010 -1%
RSS
1002
Rosenblum Silverman Sutton
California
$32.2M -$1.01M -7,960 -3%
VWM
1003
Venturi Wealth Management
Texas
$32.2M +$4.07M +32,082 +12%
SC
1004
Slow Capital
California
$32.2M +$5.9M +46,516 +19%
LCM
1005
Lattice Capital Management
Washington
$32.1M -$1.27M -10,000 -3%
GAA
1006
Global Assets Advisory
Florida
$32.1M +$27.9M +220,453 +275%
NSEDCP
1007
NJ State Employees Deferred Compensation Plan
New Jersey
$32.1M – – –
CHCM
1008
Columbus Hill Capital Management
New Jersey
$31.9M +$37.4M +294,701 New
RCM
1009
Ratan Capital Management
Florida
$31.9M -$68.5M -540,313 -65%
SAM
1010
Synergy Asset Management
Washington
$31.9M -$34.8M -274,208 -48%
PAMG
1011
Patton Albertson Miller Group
Tennessee
$31.9M +$1.17M +9,253 +3%
TW
1012
Transform Wealth
Colorado
$31.8M +$343K +2,710 +0.9%
KWA
1013
Kingswood Wealth Advisors
California
$31.7M -$8M -63,128 -18%
JAFL
1014
Jay A. Fishman Ltd
Michigan
$31.6M +$6.58M +51,948 +22%
GIP
1015
Granite Investment Partners
California
$31.5M -$3.64M -28,734 -9%
SIG
1016
Sky Investment Group
Connecticut
$31.5M +$239K +1,885 +0.7%
HWA
1017
HCR Wealth Advisors
California
$31.5M +$2.76M +21,779 +8%
RS
1018
Rakuten Securities
Japan
$31.5M -$9.78M -77,191 -21%
QI
1019
Qtron Investments
Massachusetts
$31.4M -$450K -3,547 -1%
RWP
1020
RWA Wealth Partners
Massachusetts
$31.3M -$1.54M -12,159 -4%
HVIA
1021
Hudson Valley Investment Advisors
New York
$31.3M -$1.23M -9,720 -3%
BWP
1022
Balboa Wealth Partners
Arizona
$31.3M -$522K -4,118 -1%
EWA
1023
Exencial Wealth Advisors
Oklahoma
$31.3M +$9.89M +78,046 +43%
PVI
1024
Pine Valley Investments
New Jersey
$31.2M +$3.28M +25,841 +10%
ZBNA
1025
Zions Bancorporation, National Association
Utah
$31.1M +$36.4M +287,401 New
39 40
41
42 43