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Name Holding Trade Value Shares
Change 		Change in
Stake
WMC
1826
Westwood Management Corporation
Illinois
$558K +$173K +835 +54%
KW
1827
KWB Wealth
California
$558K +$494K +2,384 New
HFP
1828
Holistic Financial Partners
Indiana
$555K -$27.1K -131 -5%
LA
1829
Latitude Advisors
Florida
$554K +$490K +2,364 New
SIC
1830
Samalin Investment Counsel
New York
$554K +$490K +2,366 New
CAG
1831
Csenge Advisory Group
Florida
$553K +$89.5K +432 +22%
AP
1832
Arlington Partners
Alabama
$552K +$73.6K +355 +18%
BCM
1833
Birch Capital Management
Texas
$549K – – –
CIP
1834
Convergence Investment Partners
Florida
$547K +$13.9K +67 +3%
GC
1835
Gilbert & Cook
Iowa
$546K +$485K +2,340 New
EFS
1836
Essex Financial Services
Connecticut
$545K +$24.4K +118 +5%
WSC
1837
Wellington Shields & Co
New York
$545K +$50.8K +245 +12%
OTPPB
1838
Ontario Teachers' Pension Plan Board
Ontario, Canada
$542K -$1.61M -7,754 -77%
KWM
1839
Keebeck Wealth Management
Illinois
$538K – – –
AWA
1840
ARS Wealth Advisors
Florida
$537K -$5.8K -28 -1%
LWM
1841
Loveless Wealth Management
Montana
$536K -$3.11K -15 -0.7%
GSWM
1842
Golden State Wealth Management
California
$529K +$162K +784 +53%
T
1843
TRUADVICE
Florida
$528K -$18K -87 -4%
MIG
1844
McGuire Investment Group
Rhode Island
$526K – – –
AWE
1845
Avidian Wealth Enterprises
Texas
$526K +$101K +486 +28%
CM
1846
Capula Management
Cayman Islands
$526K +$466K +2,247 New
CAMG
1847
CWA Asset Management Group
Florida
$525K +$16.8K +81 +4%
PB
1848
Pinnacle Bancorp
Nebraska
$524K -$14.5K -70 -3%
CAM
1849
Cozad Asset Management
Illinois
$524K +$11.4K +55 +3%
SVWAG
1850
Sound View Wealth Advisors Group
Georgia
$522K +$12.6K +61 +3%
72 73
74
75 76