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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1201
HBK Sorce Advisory
Pennsylvania
$24M -$994K -8,413 -4%
JCFM
1202
JBR Co Financial Management
Oklahoma
$24M +$376K +3,180 +2%
BSC
1203
Brown Shipley & Co
United Kingdom
$24M -$6.13M -51,926 -21%
DAM
1204
Draper Asset Management
New York
$23.8M -$284K -2,405 -1%
SAM
1205
Smartleaf Asset Management
Massachusetts
$23.8M +$6.93M +58,675 +43%
DCM
1206
Decatur Capital Management
Georgia
$23.8M +$28K +237 +0.1%
CCP
1207
Clough Capital Partners
Massachusetts
$23.8M -$7.17M -60,668 -24%
CANY
1208
Caxton Associates (New York)
New York
$23.7M +$13M +110,325 +130%
MMG
1209
Monetary Management Group
Missouri
$23.7M -$656K -5,550 -3%
SMH
1210
Sanders Morris Harris
Texas
$23.7M +$1.07M +9,040 +5%
SG
1211
StoneX Group
New York
$23.7M +$1.96M +16,596 +9%
IB
1212
Intrust Bank
Kansas
$23.7M -$613K -5,191 -3%
ACL
1213
APEIRON Capital Ltd
Hong Kong
$23.6M +$23M +194,450 New
OPCM
1214
Osborne Partners Capital Management
California
$23.6M +$204K +1,731 +0.9%
GWM
1215
Geneos Wealth Management
Colorado
$23.6M +$5.31M +44,968 +30%
AIM
1216
Arcadia Investment Management
Michigan
$23.6M -$240K -2,032 -1%
GM
1217
GeoWealth Management
Illinois
$23.6M -$1.5M -12,735 -6%
AWA
1218
Arete Wealth Advisors
Illinois
$23.5M +$23M +194,968 New
NG
1219
NatWest Group
United Kingdom
$23.4M +$1.25M +10,607 +6%
CAAS
1220
Capital Asset Advisory Services
Michigan
$23.4M +$231K +1,959 +1%
PW
1221
Peninsula Wealth
California
$23.3M +$103K +870 +0.5%
JPWM
1222
Jamison Private Wealth Management
Georgia
$23.3M +$172K +1,459 +0.8%
SWIG
1223
Strategic Wealth Investment Group
Kentucky
$23.2M +$10.6M +89,599 +82%
SIC
1224
Sigma Investment Counselors
Michigan
$23.1M -$394K -3,337 -2%
FAT
1225
First American Trust
California
$23.1M -$8.7M -73,665 -28%
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