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Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
926
Gifford Fong Associates
California
$1.6M – – –
AIM
927
Anchor Investment Management
South Carolina
$1.6M -$83.1K -1,082 -5%
WC
928
Weil Company
California
$1.6M +$13.1K +171 +0.8%
DWT
929
Dorsey & Whitney Trust
South Dakota
$1.59M -$123K -1,608 -7%
OPS
930
Orion Portfolio Solutions
Nebraska
$1.59M -$20.4K -266 -1%
LP
931
Lloyd Park
Illinois
$1.59M +$369K +4,805 +30%
CS
932
Cannell & Spears
New York
$1.57M – – –
AF
933
Allworth Financial
California
$1.57M +$263K +3,428 +20%
AG
934
Advocate Group
Minnesota
$1.57M +$1.57M +20,496 New
RMC
935
Resources Management Corp
Connecticut
$1.56M -$431K -5,611 -21%
GCM
936
Graham Capital Management
Connecticut
$1.54M +$1.55M +20,144 New
VFA
937
Voya Financial Advisors
Connecticut
$1.53M +$549K +7,149 +56%
AWE
938
Avidian Wealth Enterprises
Texas
$1.53M +$114K +1,479 +8%
TF
939
Threadgill Financial
Texas
$1.53M -$22.8K -297 -1%
GWM
940
Geneos Wealth Management
Colorado
$1.51M -$219K -2,848 -13%
DFA
941
Delta Financial Advisors
Louisiana
$1.51M -$307 -4 -0%
RRCP
942
Rip Road Capital Partners
Massachusetts
$1.51M +$1.52M +19,800 New
BAM
943
Belpointe Asset Management
Nevada
$1.5M -$90.8K -1,182 -6%
KIC
944
Kensington Investment Counsel
California
$1.5M -$50.1K -652 -3%
BOH
945
Bank of Hawaii
Hawaii
$1.5M +$419K +5,461 +39%
TCA
946
Transcend Capital Advisors
New Jersey
$1.49M +$115K +1,502 +8%
I
947
INVST
Indiana
$1.48M +$1.07K +14 +0.1%
MA
948
Mutual Advisors
Nebraska
$1.48M -$70.5K -918 -5%
NFG
949
Nations Financial Group
Iowa
$1.48M -$20.9K -272 -1%
GIA
950
Gladstone Institutional Advisory
Florida
$1.48M +$167K +2,175 +13%
36 37
38
39 40