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Name Holding Trade Value Shares
Change 		Change in
Stake
PJB
1276
Paul John Balson
California
$1.44M +$300K +22,440 +26%
CCG
1277
Capital CS Group
California
$1.43M +$1.47M +109,880 New
HCM
1278
Howard Capital Management
Georgia
$1.42M +$988K +73,800 +219%
HCM
1279
Hodges Capital Management
Texas
$1.42M -$24.1K -1,800 -2%
MFG
1280
Menard Financial Group
Texas
$1.42M -$4.28K -320 -0.3%
DC
1281
DeDora Capital
California
$1.41M +$117K +8,720 +9%
FFG
1282
Frisch Financial Group
New York
$1.41M +$142K +10,600 +11%
MIG
1283
McGuire Investment Group
Rhode Island
$1.41M +$37.5K +2,800 +3%
CRC
1284
Curi RMB Capital
Illinois
$1.4M -$50.3K -3,760 -3%
MHC
1285
Meyer Handelman Company
New York
$1.4M – – –
JFA
1286
Johanson Financial Advisors
California
$1.39M +$26.2K +1,960 +2%
EFS
1287
Essex Financial Services
Connecticut
$1.39M +$45.5K +3,400 +3%
SP
1288
Successful Portfolios
Florida
$1.38M -$44.4K -3,320 -3%
CST
1289
Charles Schwab Trust
Nevada
$1.38M +$1.41M +105,360 New
SAM
1290
S.A. Mason
Michigan
$1.37M +$29.5K +2,200 +2%
STA
1291
Summit Trail Advisors
New York
$1.36M -$933K -69,680 -40%
DW
1292
Domani Wealth
Pennsylvania
$1.36M – – –
IIM
1293
Intact Investment Management
Quebec, Canada
$1.36M -$589K -44,000 -30%
OPS
1294
Orion Portfolio Solutions
Nebraska
$1.36M +$15K +1,120 +1%
BJL
1295
Brighton Jones LLC
Washington
$1.35M +$42.3K +3,160 +3%
DWM
1296
Dakota Wealth Management
Florida
$1.35M +$89.4K +6,680 +7%
WA1
1297
Wimmer Associates 1
California
$1.35M +$71.8K +5,360 +5%
CI
1298
CX Institutional
Indiana
$1.33M +$281K +20,960 +26%
OWA
1299
Octavia Wealth Advisors
Ohio
$1.33M +$1.37M +102,000 New
WAAG
1300
Wealth Alliance Advisory Group
Kansas
$1.33M +$207K +15,480 +18%
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