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Name Holding Trade Value Shares
Change 		Change in
Stake
HCCM
1151
Hudson Canyon Capital Management
New York
$5.19M -$764K -27,780 -14%
ISWM
1152
Independent Solutions Wealth Management
New York
$5.19M -$69.6K -2,530 -1%
DWM
1153
Darwin Wealth Management
Florida
$5.17M -$2.39M -86,980 -29%
FDS
1154
Freedom Day Solutions
Texas
$5.16M -$297K -10,810 -6%
HWM
1155
Heirloom Wealth Management
Colorado
$5.16M +$6.07M +220,580 New
WANY
1156
Wealthspire Advisors (New York)
New York
$5.14M +$1.92M +69,660 +66%
RIA
1157
Realta Investment Advisors
Delaware
$5.13M -$4.42M -160,510 -48%
AIC
1158
Argus Investors Counsel
New York
$5.12M -$808K -29,370 -14%
BCM
1159
Breiter Capital Management
Florida
$5.11M +$188K +6,840 +4%
BFS
1160
Bard Financial Services
Connecticut
$5.11M +$27.5K +1,000 +0.6%
ADL
1161
Asset Dedication LLC
California
$5.09M -$125K -4,530 -3%
BJL
1162
Brighton Jones LLC
Washington
$5.08M +$627K +22,780 +15%
BWA
1163
BDO Wealth Advisors
Florida
$5.06M -$176K -6,380 -4%
SCA
1164
Stonebridge Capital Advisors
Minnesota
$5.06M -$1.75M -63,420 -27%
CWP
1165
Concord Wealth Partners
Virginia
$5.06M +$4.19M +152,400 +772%
TC
1166
Titleist Capital
Texas
$5.06M +$4.73M +172,020 New
CC
1167
Chicago Capital
Illinois
$5.05M +$178K +6,480 +4%
VR
1168
Viridian RIA
Washington
$5.05M +$4.72M +171,560 New
EN1L
1169
Engine No 1 LLC
California
$5.04M +$1.02M +36,940 +27%
AAA
1170
Adams Asset Advisors
Texas
$5.03M – – –
HCM
1171
Hilton Capital Management
New York
$5.02M – – –
LCM
1172
Lattice Capital Management
Washington
$5.01M +$4.69M +170,450 New
GAM
1173
Griffin Asset Management
New York
$5M +$59.2K +2,150 +1%
JAMH
1174
Junson Asset Management (HK)
Hong Kong
$5M +$4.68M +170,000 New
UH
1175
Unigestion Holding
Switzerland
$4.99M -$142K -5,170 -3%
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