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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1026
Perpetual Ltd
Australia
$426K – – –
GPWA
1027
Gaddis Premier Wealth Advisors
Oklahoma
$425K +$8.02K +91 +2%
TPCW
1028
TD Private Client Wealth
New York
$423K -$2.91K -33 -0.7%
SEIA
1029
Signature Estate & Investment Advisors
California
$422K -$17.3K -196 -4%
ALAM
1030
Asahi Life Asset Management
Japan
$420K +$425K +4,830 New
BP
1031
Ballentine Partners
Massachusetts
$416K +$53.2K +604 +14%
DDC
1032
DF Dent & Co
Maryland
$416K – – –
HCP
1033
Hexagon Capital Partners
Arkansas
$415K -$27.3K -310 -6%
RWP
1034
Revolve Wealth Partners
New Jersey
$410K -$69K -783 -14%
MIM
1035
Marco Investment Management
Georgia
$410K – – –
IFU
1036
iSAM Funds (UK)
United Kingdom
$409K +$414K +4,700 New
BWM
1037
BankPlus Wealth Management
Mississippi
$406K +$3.26K +37 +0.8%
AWM
1038
Accurate Wealth Management
Florida
$406K +$141K +1,602 +55%
SCA
1039
Sippican Capital Advisors
Massachusetts
$405K +$5.29K +60 +1%
NC
1040
NovaPoint Capital
Georgia
$403K +$408K +4,630 New
DIM
1041
Delta Investment Management
California
$402K – – –
CCG
1042
Chatham Capital Group
Georgia
$401K – – –
SW
1043
Simplicity Wealth
New Jersey
$399K +$120K +1,367 +42%
TGIA
1044
Torrey Growth & Income Advisors
California
$399K +$12.9K +147 +3%
BM
1045
Berman McAleer
Maryland
$398K – – –
MFP
1046
Meridian Financial Partners
Virginia
$398K -$12.9K -147 -3%
IAS
1047
IMA Advisory Services
Colorado
$397K +$351K +3,987 +689%
1W
1048
1776 Wealth
Georgia
$396K – – –
GFA
1049
Gallagher Fiduciary Advisors
Illinois
$395K +$1.06K +12 +0.3%
MFFIA
1050
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$394K – – –
40 41
42
43 44