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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
451
Affinity Investment Advisors
California
$609K – – –
BL
452
Balentine LLC
Georgia
$605K +$51.9K +806 +9%
SCP
453
Stamos Capital Partners
California
$602K +$622K +9,660 New
FTDI
454
First Trust Direct Indexing
Massachusetts
$595K +$165K +2,569 +37%
FH
455
FWG Holdings
Florida
$592K – – –
API
456
Advisor Partners II
California
$585K +$604K +9,382 New
HIM
457
Hillsdale Investment Management
Ontario, Canada
$583K -$167K -2,600 -22%
FDS
458
First Dallas Securities
Texas
$580K -$16.1K -250 -3%
MYAM
459
Meiji Yasuda Asset Management
Japan
$576K +$235K +3,655 +66%
KLC
460
Knowledge Leaders Capital
Colorado
$575K -$33K -512 -5%
SW
461
SteelPeak Wealth
California
$571K -$770K -11,959 -57%
CF
462
Centaurus Financial
California
$570K +$22.2K +344 +4%
SDIC
463
South Dakota Investment Council
South Dakota
$570K +$190K +2,950 +48%
ACA
464
Atlas Capital Advisors
Wyoming
$567K +$272K +4,217 +86%
CCP
465
Carmel Capital Partners
California
$564K -$1.01M -15,676 -63%
AI
466
Atom Investors
Texas
$564K +$582K +9,041 New
PAS
467
Park Avenue Securities
New York
$563K +$108K +1,675 +23%
DWT
468
Dorsey & Whitney Trust
South Dakota
$553K +$23.4K +364 +4%
GPA
469
Guerra Pan Advisors
New Jersey
$552K – – –
BAM
470
Belpointe Asset Management
Nevada
$549K -$54.9K -852 -9%
CW
471
CreativeOne Wealth
Kansas
$530K -$124K -1,924 -18%
HIIFS
472
Harel Insurance Investments & Financial Services
Israel
$528K +$126K +1,959 +30%
BDF
473
Balasa Dinverno & Foltz
$517K +$247K +3,830 +86%
OIA
474
Optimum Investment Advisors
Illinois
$512K +$129K +2,008 +32%
DC
475
Davenport & Co
Virginia
$510K +$16.1K +250 +3%
17 18
19
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