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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
801
Tocqueville Asset Management
New York
$1.01M -$372K -5,731 -25%
ECM
802
Everence Capital Management
Indiana
$1.01M – – –
IA
803
Integrity Alliance
Iowa
$1M -$165K -2,540 -13%
ACP
804
Aviance Capital Partners
Florida
$1M +$27.1K +418 +2%
FFM
805
Forum Financial Management
Illinois
$994K -$1.1K -17 -0.1%
AIC
806
Aurora Investment Counsel
Georgia
$987K +$29.3K +452 +3%
MIFH
807
Migdal Insurance & Financial Holdings
Israel
$985K -$19.7K -304 -2%
PFS
808
Prospera Financial Services
Texas
$976K -$589K -9,075 -35%
WC
809
Westerkirk Capital
$975K -$45.4K -700 -4%
JRPIM
810
Journey Retirement Planning & Investment Management
Idaho
$971K +$1.08M +16,636 New
CFG
811
Citizens Financial Group
Rhode Island
$969K -$273K -4,199 -20%
CA
812
CoreCap Advisors
Michigan
$965K +$320K +4,936 +43%
AWM
813
Apollon Wealth Management
South Carolina
$961K -$254K -3,918 -19%
NL
814
Navalign LLC
California
$958K +$65.4K +1,008 +7%
BAM
815
Belpointe Asset Management
Nevada
$957K -$26.6K -409 -2%
PCA
816
Pallas Capital Advisors
Massachusetts
$955K +$367K +5,654 +53%
TE
817
Tema ETFs
New York
$952K +$48.6K +749 +5%
PCM
818
Palouse Capital Management
Washington
$949K -$72.6K -1,118 -6%
OWA
819
One Wealth Advisors
California
$949K -$1.26M -19,415 -54%
BCV
820
Banque Cantonale Vaudoise
Switzerland
$940K +$677K +10,421 +184%
MCM
821
Massar Capital Management
Connecticut
$939K +$1.04M +16,091 New
SRC
822
Sage Rhino Capital
California
$939K +$1.04M +16,090 New
OAM
823
Oxford Asset Management
United Kingdom
$938K +$1.04M +16,064 New
CM
824
Caption Management
Oklahoma
$937K -$880K -13,551 -46%
GS
825
GTS Securities
Florida
$929K -$581K -8,942 -36%
31 32
33
34 35