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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1601
Avestar Capital
New York
$266K -$95.2K -1,190 -24%
EAM
1602
Eschler Asset Management
United Kingdom
$266K – – –
MWA
1603
Moser Wealth Advisors
Washington
$265K +$9.84K +123 +3%
PFP
1604
Paragon Financial Partners
California
$264K -$10K -125 -3%
RB
1605
Rodgers Brothers
Pennsylvania
$264K – – –
VCA
1606
Verdence Capital Advisors
Maryland
$264K -$12.7K -159 -4%
OAM
1607
Oak Asset Management
California
$264K -$5.2K -65 -2%
BCFD
1608
Boit C.F. David
$264K – – –
PWA
1609
Physician Wealth Advisors
Utah
$263K -$160 -2 -0.1%
GAM
1610
Griffin Asset Management
New York
$263K +$295K +3,692 New
SAM
1611
S.A. Mason
Michigan
$262K -$69.2K -865 -19%
FHC
1612
First Heartland Consultants
Missouri
$261K -$4.32K -54 -1%
MA
1613
MJP Associates
Connecticut
$260K -$4.64K -58 -2%
DBRC
1614
D.B. Root & Company
Pennsylvania
$260K -$38.6K -482 -12%
PWP
1615
Principle Wealth Partners
Connecticut
$260K -$225K -2,813 -44%
PIA
1616
Perennial Investment Advisors
California
$260K +$6.16K +77 +2%
SSWM
1617
Strait & Sound Wealth Management
California
$257K +$257K +3,207 New
AIA
1618
Angeles Investment Advisors
California
$257K +$289K +3,605 New
CCM
1619
Chilton Capital Management
Texas
$257K – – –
AG
1620
Ascent Group
Virginia
$256K -$123K -1,539 -30%
BHBT
1621
Burke & Herbert Bank & Trust
Virginia
$256K – – –
MC
1622
Machina Capital
France
$255K +$286K +3,574 New
DGAM
1623
Desjardins Global Asset Management
Quebec, Canada
$253K +$3.52K +44 +1%
TFCP
1624
Twin Focus Capital Partners
Massachusetts
$253K -$5.76K -72 -2%
WIC
1625
Water Island Capital
New York
$253K +$44.5K +556 +19%
63 64
65
66 67