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Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
951
Naples Global Advisors
Florida
$240K – – –
GSC
952
Ground Swell Capital
South Carolina
$240K +$229K +4,260 New
QAM
953
Q3 Asset Management
Michigan
$239K -$73.4K -1,365 -24%
BJL
954
Brighton Jones LLC
Washington
$237K +$227K +4,215 New
CRC
955
Curi RMB Capital
Illinois
$237K +$227K +4,215 New
YWP
956
YorkBridge Wealth Partners
New York
$235K -$10.5K -195 -4%
RIM
957
RW Investment Management
Idaho
$232K +$222K +4,125 New
FFA
958
First Foundation Advisors
California
$230K +$220K +4,095 New
SGK
959
Steigerwald Gordon & Koch
Virginia
$228K +$218K +4,050 New
TFCP
960
Twin Focus Capital Partners
Massachusetts
$225K +$215K +4,005 New
PI
961
PFS Investments
Georgia
$225K +$215K +4,005 New
PWMG
962
Prestige Wealth Management Group
New Jersey
$223K +$185K +3,435 +654%
CI
963
CX Institutional
Indiana
$223K +$213K +3,960 New
RB
964
Renasant Bank
Mississippi
$223K +$213K +3,960 New
IWC
965
Integrated Wealth Concepts
Massachusetts
$222K +$212K +3,945 New
VIA
966
Virtus Investment Advisers
Connecticut
$221K – – –
FIC
967
Family Investment Center
Missouri
$221K +$211K +3,930 New
CA
968
Cullinan Associates
Kentucky
$221K -$30.6K -570 -13%
ARMT
969
Amica Retiree Medical Trust
Rhode Island
$220K -$268K -4,980 -56%
FWIA
970
Fort Washington Investment Advisors
Ohio
$219K +$210K +3,900 New
SIAM
971
Sterling Investment Advisors (Missouri)
Missouri
$218K +$208K +3,870 New
FFN
972
Focus Financial Network
Minnesota
$218K +$208K +3,870 New
HHGA
973
Halbert Hargrove Global Advisors
California
$217K +$207K +3,855 New
OFS
974
OneAscent Financial Services
Alabama
$215K +$206K +3,825 New
IFWM
975
Institute for Wealth Management
Colorado
$215K +$205K +3,810 New
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