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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1026
Greenwood Gearhart
Arkansas
$31.1M +$1.24M +9,807 +4%
FGP
1027
Freestone Grove Partners
California
$31.1M +$30.9M +243,621 +564%
DA
1028
Denali Advisors
California
$31.1M -$316K -2,497 -0.9%
ECM
1029
ExodusPoint Capital Management
New York
$31.1M -$419M -3,308,776 -92%
BMWM
1030
Brown Miller Wealth Management
Virginia
$31M +$631K +4,981 +2%
TF
1031
Tompkins Financial
New York
$31M +$3.5M +27,641 +11%
FMWA
1032
Forvis Mazars Wealth Advisors
Missouri
$31M -$2.65M -20,900 -7%
FRA
1033
Front Row Advisors
California
$30.8M -$651K -5,134 -2%
TAM
1034
Trust Asset Management
Texas
$30.6M -$174K -1,375 -0.5%
TAM
1035
Talos Asset Management
New York
$30.5M -$5.91M -46,600 -14%
PIM
1036
Parker Investment Management
California
$30.4M -$25.3M -199,718 -42%
LPT
1037
Legacy Private Trust
Wisconsin
$30.3M -$1.73M -13,674 -5%
B
1038
Bensler
Washington
$30.2M -$723K -5,706 -2%
IAS
1039
Insigneo Advisory Services
Florida
$30.1M -$1.17M -9,200 -3%
FCP
1040
Fidelis Capital Partners
Florida
$29.9M -$2.51M -19,783 -7%
PWM
1041
Purus Wealth Management
California
$29.8M -$542K -4,276 -2%
UF
1042
Univest Financial
Pennsylvania
$29.6M +$19.7M +155,284 +131%
BIG
1043
Brookwood Investment Group
Arizona
$29.6M +$34.6M +272,978 New
RA
1044
RFG Advisory
Alabama
$29.5M +$7.96M +62,820 +30%
AP
1045
Americana Partners
Texas
$29.5M +$3.83M +30,188 +12%
SW
1046
SlateStone Wealth
Florida
$29.4M -$4.54M -35,835 -12%
PIMJS
1047
PKO Investment Management Joint-Stock
Poland
$29.3M +$14.2M +112,000 +71%
MIC
1048
Means Investment Company
Maine
$29.3M +$3.25M +25,617 +10%
CIAS
1049
Capital Investment Advisory Services
North Carolina
$29.2M +$4.87M +38,417 +17%
CA
1050
Cache Advisors
California
$29.2M +$9.75M +76,917 +40%
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42
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