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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1576
AlTi Global
New York
$13.1M +$555K +5,491 +5%
CFP
1577
Catalyst Financial Partners
Massachusetts
$13.1M +$997K +9,857 +10%
JWBC
1578
J.W. Burns & Co
New York
$13.1M +$1.4M +13,844 +15%
NMM
1579
Naples Money Management
Florida
$13.1M +$6.02M +59,590 +131%
GFP
1580
Gryphon Financial Partners
Ohio
$13M +$500K +4,945 +5%
JWM
1581
Jessup Wealth Management
Ohio
$13M -$723K -7,153 -6%
AT
1582
Arden Trust
Delaware
$13M +$86.1K +852 +0.8%
UB
1583
Umpqua Bank
Oregon
$13M +$168K +1,666 +2%
MPPLM
1584
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$12.9M -$739K -7,314 -7%
IPAM
1585
ICICI Prudential Asset Management
India
$12.9M +$834K +8,249 +9%
SAM
1586
SP Asset Management
California
$12.9M +$613K +6,066 +6%
MFIM
1587
Mesirow Financial Investment Management
Illinois
$12.9M +$102K +1,004 +1%
RCYC
1588
Richard C. Young & Co
Rhode Island
$12.9M +$10.6M +104,389 New
DCM
1589
Dudley Capital Management
Virginia
$12.9M -$23.4K -231 -0.2%
MWAM
1590
Manhattan West Asset Management
California
$12.9M -$2.32M -22,950 -18%
BTI
1591
Blue Trust Inc
Georgia
$12.8M -$6.28M -62,084 -81%
FCM
1592
Fortis Capital Management
Washington
$12.8M +$4.96M +49,066 +90%
DWA
1593
Dorsey Wright & Associates
California
$12.8M -$5.04M -49,898 -33%
BCM
1594
Barometer Capital Management
Ontario, Canada
$12.7M -$4.53M -44,800 -30%
CPIA
1595
Cornell Pochily Investment Advisors
New York
$12.7M +$497K +4,913 +5%
HCM
1596
Hollencrest Capital Management
California
$12.7M -$852K -8,427 -8%
SIA
1597
Strategic Investment Advisors
Michigan
$12.7M -$299K -2,956 -3%
PCG
1598
PFC Capital Group
California
$12.6M +$269K +2,665 +3%
IP
1599
Ignite Planners
California
$12.6M +$434K +4,289 +4%
CFS
1600
CRA Financial Services
New Jersey
$12.6M +$537K +5,315 +5%
62 63
64
65 66