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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
926
Brown Capital Management
Maryland
$1.06M +$45.3K +724 +5%
GKWIM
927
Gerber Kawasaki Wealth & Investment Management
California
$1.05M -$107K -1,707 -9%
SIAP
928
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M +$56.5K +903 +6%
WPW
929
Waldron Private Wealth
Pennsylvania
$1.04M +$180K +2,879 +22%
AQA
930
Alpha Quant Advisors
Texas
$1.04M +$1.01M +16,191 New
BSW
931
Buckingham Strategic Wealth
Missouri
$1.03M -$12K -192 -1%
BCP
932
Berkeley Capital Partners
Georgia
$1.02M -$255K -4,069 -20%
SS
933
Simplicity Solutions
Minnesota
$1.02M +$506K +8,079 +104%
SFA
934
Sequoia Financial Advisors
Ohio
$1.02M -$66.2K -1,057 -6%
ICM
935
IMS Capital Management
Oregon
$1.02M -$200K -3,193 -17%
MHIC
936
Marble Harbor Investment Counsel
Massachusetts
$1.02M – – –
BAM
937
Belpointe Asset Management
Nevada
$1.02M +$417K +6,664 +73%
RFA
938
Reilly Financial Advisors
California
$1.02M -$35.2K -563 -3%
V
939
VeraBank
Texas
$1.01M +$986K +15,757 New
NB
940
Nicolet Bankshares
Wisconsin
$1M -$19.5K -311 -2%
ZCI
941
Zevenbergen Capital Investments
Washington
$1M +$11.6K +185 +1%
RCM
942
RNC Capital Management
California
$999K +$3.38K +54 +0.3%
AWM
943
AE Wealth Management
Kansas
$990K -$27.4K -438 -3%
OAMU
944
Ostrum Asset Management US
New York
$985K +$958K +15,302 New
MMG
945
Monetary Management Group
Missouri
$984K -$90.8K -1,450 -9%
BI
946
Bramshill Investments
Florida
$984K +$433K +6,910 +83%
SNT
947
Security National Trust
West Virginia
$979K – – –
BOS
948
Bingham Osborn & Scarborough
California
$977K -$19.7K -315 -2%
DAS
949
Dynamic Advisor Solutions
Arizona
$973K -$406K -6,483 -31%
NFC
950
Northeast Financial Consultants
Connecticut
$969K +$219K +3,499 +30%
36 37
38
39 40