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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1926
Canal Capital Management
Virginia
$8.61M -$192K -1,513 -2%
APW
1927
Austin Private Wealth
Texas
$8.61M +$70K +552 +0.7%
GSCM
1928
Greenfield Seitz Capital Management
Texas
$8.61M -$158K -1,243 -2%
AG
1929
AlTi Global
New York
$8.6M -$4.82M -38,028 -32%
SBWIC
1930
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.6M -$40.2K -317 -0.4%
TFA
1931
Transamerica Financial Advisors
Florida
$8.59M -$284K -2,241 -3%
MS
1932
Madden Securities
Texas
$8.54M +$97.1K +766 +1%
SW
1933
SMART Wealth
Nebraska
$8.54M +$825K +6,513 +9%
KHLMTHM
1934
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.53M +$2.67M +21,065 +37%
AGAM
1935
Audent Global Asset Management
California
$8.52M -$5.29M -41,714 -35%
WSCM
1936
Wellington Shields Capital Management
New York
$8.52M -$58.2M -459,562 -85%
FLP
1937
Financial Life Planners
Arizona
$8.51M -$674K -5,315 -6%
KLCM
1938
KG&L Capital Management
Louisiana
$8.5M +$2.62M +20,633 +36%
MFGM
1939
Marshall Financial Group (Maryland)
Maryland
$8.49M -$309K -2,438 -3%
FPL
1940
Fortress Private Ledger
North Carolina
$8.48M +$95.2K +751 +1%
SCM
1941
Schnieders Capital Management
California
$8.48M -$832K -6,565 -8%
AW
1942
Alaethes Wealth
Nevada
$8.48M +$65.8K +519 +0.7%
SAW
1943
Signal Advisors Wealth
Michigan
$8.48M +$1.7M +13,390 +21%
PFWA
1944
Paces Ferry Wealth Advisors
Georgia
$8.46M +$48.8K +385 +0.5%
CWM
1945
Circle Wealth Management
New Jersey
$8.45M -$759K -5,987 -7%
SIAP
1946
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.45M +$374K +2,950 +4%
CCWA
1947
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.44M +$943K +7,439 +11%
TA
1948
TFB Advisors
Kansas
$8.44M -$52K -410 -0.5%
LA
1949
LVW Advisors
New York
$8.43M +$618K +4,879 +7%
NAM
1950
Nutshell Asset Management
United Kingdom
$8.42M +$3.42M +27,000 +53%
76 77
78
79 80