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Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1726
Mount Yale Investment Advisors
Colorado
$3.5M +$361K +8,060 +11%
AAM
1727
AR Asset Management
California
$3.5M – – –
LCM
1728
Lazari Capital Management
California
$3.5M +$109K +2,440 +3%
NIM
1729
Nicollet Investment Management
Minnesota
$3.5M +$3.6M +80,460 New
VCM
1730
Verde Capital Management
Michigan
$3.49M -$2.2M -49,160 -38%
WW
1731
Windle Wealth
Oklahoma
$3.49M – – –
MMPW
1732
Mitchell McLeod Pugh & Williams
Alabama
$3.49M -$553K -12,340 -13%
1IA
1733
1834 Investment Advisors
Wisconsin
$3.48M -$82.9K -1,850 -2%
IWP
1734
Icon Wealth Partners
Texas
$3.48M -$109K -2,430 -3%
VFM
1735
Viking Fund Management
North Dakota
$3.48M -$896K -20,000 -20%
CI
1736
Cavalier Investments
Georgia
$3.46M +$333K +7,430 +10%
DTL
1737
Dynamic Technology Lab
Singapore
$3.46M -$1.35M -30,110 -27%
HH
1738
Hilltop Holdings
Texas
$3.45M +$375K +8,370 +12%
CST
1739
Charles Schwab Trust
Nevada
$3.45M -$613K -13,690 -15%
CCIA
1740
Campbell & Co Investment Adviser
Maryland
$3.44M +$3.54M +79,000 New
OC
1741
Oakworth Capital
Alabama
$3.43M +$27.8K +620 +0.8%
ST
1742
Smithfield Trust
Pennsylvania
$3.42M +$907K +20,240 +35%
NL
1743
Navalign LLC
California
$3.42M -$5.82K -130 -0.2%
TNAM
1744
Terra Nova Asset Management
New York
$3.41M – – –
JAG
1745
Journey Advisory Group
Kentucky
$3.39M -$41.2K -920 -1%
MCM
1746
Manchester Capital Management
Vermont
$3.39M +$24.6K +550 +0.7%
SMC
1747
Smith, Moore & Co
Missouri
$3.38M +$102K +2,270 +3%
RCA
1748
Ranch Capital Advisors
Florida
$3.37M +$26.4K +590 +0.8%
PP
1749
Patten & Patten
Tennessee
$3.37M -$367K -8,200 -10%
AI
1750
AXS Investments
New York
$3.37M -$1.23M -27,470 -26%
68 69
70
71 72