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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1601
Zullo Investment Group
Pennsylvania
$24.3M -$238K -1,281 -1%
TA
1602
TruWealth Advisors
Louisiana
$24.3M +$325K +1,746 +1%
AWM
1603
Affinity Wealth Management
Delaware
$24.2M -$135K -725 -0.6%
GIA
1604
Guyasuta Investment Advisors
Pennsylvania
$24.2M +$931 +5 +0%
RS
1605
Robeco Schweiz
Switzerland
$24.2M – – –
BFG
1606
Berger Financial Group
Minnesota
$24.1M -$48.4K -260 -0.2%
NRS
1607
Neville Rodie & Shaw
New York
$24.1M +$416K +2,234 +2%
AA
1608
Acorns Advisers
California
$24.1M +$2.87M +15,441 +14%
FC
1609
Fulcrum Capital
Washington
$24.1M -$19.5K -105 -0.1%
PTC
1610
Private Trust Company
Ohio
$24M -$3.57M -19,164 -13%
BPH
1611
Boundless Plain Holdings
$24M +$24M +128,675 New
IBOK
1612
Independence Bank of Kentucky
Kentucky
$24M +$143K +769 +0.6%
IA
1613
Insight Advisors
Pennsylvania
$24M -$866K -4,650 -3%
PWG
1614
Portside Wealth Group
Utah
$23.9M +$1.33M +7,152 +6%
AP
1615
Anchyra Partners
Georgia
$23.9M +$23.9M +128,334 New
PL
1616
Parkwood LLC
Ohio
$23.9M +$9.32M +50,071 +64%
TNA
1617
True North Advisors
Texas
$23.9M -$20.7K -111 -0.1%
EAM
1618
Eukles Asset Management
Ohio
$23.9M -$525K -2,820 -2%
JSAM
1619
J. Safra Asset Management
New York
$23.9M +$4.58M +24,616 +24%
AV
1620
Aspiring Ventures
Ohio
$23.9M +$3.1M +16,629 +15%
CCM
1621
Cinctive Capital Management
New York
$23.9M +$9.21M +49,458 +63%
A
1622
Argentarii
Ohio
$23.8M +$3.83M +20,602 +19%
TCM
1623
Tang Capital Management
California
$23.8M -$506K -2,721 -2%
TL
1624
Tradewinds LLC
North Carolina
$23.8M -$4.14M -22,267 -15%
DE
1625
Diversified Enterprises
Delaware
$23.8M +$7.28M +39,129 +44%
63 64
65
66 67