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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1501
Bollard Group
Massachusetts
$27.3M -$2.34M -12,548 -8%
BIP
1502
Blueprint Investment Partners
North Carolina
$27.3M +$1.15M +6,180 +4%
PCP
1503
Proficio Capital Partners
Massachusetts
$27.3M -$1.5M -8,059 -5%
LBWM
1504
Left Brain Wealth Management
Illinois
$27.2M -$399K -2,141 -1%
HCA
1505
Harbor Capital Advisors
Illinois
$27.2M -$40.8K -219 -0.2%
SGI
1506
Summit Global Investments
Utah
$27.2M +$21.1M +113,373 +352%
SAM
1507
Sompo Asset Management
Japan
$27.1M -$1.41M -7,550 -5%
ZF
1508
Zhang Financial
Michigan
$27.1M +$433K +2,326 +2%
GM
1509
GeoWealth Management
Illinois
$27.1M -$2.05M -11,023 -7%
CC
1510
Cadinha & Co
Hawaii
$27.1M -$743K -3,989 -3%
HWM
1511
Heirloom Wealth Management
Colorado
$27.1M -$2.43M -13,029 -8%
BBA
1512
Baader Bank Aktiengesellschaft
Germany
$27.1M -$12M -64,439 -31%
KCM
1513
Kingdon Capital Management
New York
$27M +$5.12M +27,500 +23%
3IP
1514
3Chopt Investment Partners
Virginia
$26.9M -$65.5K -352 -0.2%
BFO
1515
Boston Family Office
Massachusetts
$26.9M +$585K +3,145 +2%
DBG
1516
De Burlo Group
Massachusetts
$26.9M -$6.23M -33,490 -19%
KHLMVGHM
1517
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$26.8M – – –
FAM
1518
Formidable Asset Management
Ohio
$26.7M -$289K -1,552 -1%
BSC
1519
Brown Shipley & Co
United Kingdom
$26.7M -$1.55M -8,321 -5%
ACM
1520
Accent Capital Management
Ohio
$26.7M +$2.68M +14,415 +11%
CGL
1521
Clarius Group LLC
Washington
$26.7M -$651K -3,496 -2%
CT
1522
Chicago Trust
Illinois
$26.6M -$904K -4,858 -3%
CFP
1523
Catalyst Financial Partners
Massachusetts
$26.6M +$898K +4,822 +3%
GFP
1524
Gryphon Financial Partners
Ohio
$26.6M +$1.08M +5,785 +4%
UAM
1525
UAS Asset Management
New York
$26.6M +$10.2M +54,792 +62%
59 60
61
62 63