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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1401
Copperwynd Financial
Arizona
$825K +$64.4K +675 +10%
OIM
1402
Oder Investment Management
California
$817K +$728K +7,624 New
SP
1403
Symmetry Partners
Connecticut
$813K -$222K -2,327 -23%
WMC
1404
Westwood Management Corporation
Illinois
$813K +$439K +4,600 +153%
MCM
1405
Marathon Capital Management
Maryland
$809K -$19.1K -200 -3%
AWA
1406
Alta Wealth Advisors
Massachusetts
$808K +$721K +7,551 New
CPWM
1407
Cypress Point Wealth Management
Texas
$805K +$718K +7,524 New
FHA
1408
First Horizon Advisors
Tennessee
$802K -$45.4K -476 -6%
FC
1409
Forte Capital
New York
$802K +$15.1K +158 +2%
PFO
1410
Pathstone Family Office
New Jersey
$802K +$417K +4,367 +140%
PG
1411
Pendal Group
Australia
$800K +$7.64K +80 +1%
SFG
1412
SevenBridge Financial Group
Pennsylvania
$799K +$63.5K +665 +10%
OIM
1413
Orca Investment Management
Oregon
$799K +$713K +7,466 New
AIA
1414
Avalon Investment & Advisory
Texas
$795K -$43.8K -459 -6%
WC
1415
Wexford Capital
Florida
$795K +$709K +7,429 New
HCM
1416
Howland Capital Management
Massachusetts
$791K – – –
PA
1417
Procyon Advisors
Connecticut
$790K +$37.6K +394 +6%
IIC
1418
Integrated Investment Consultants
Michigan
$787K – – –
TWM
1419
TriaGen Wealth Management
California
$781K +$697K +7,296 New
MFG
1420
Magnus Financial Group
New York
$778K -$11K -115 -2%
AIP
1421
Almanack Investment Partners
Pennsylvania
$776K +$25.4K +266 +4%
PG
1422
Patten Group
Tennessee
$775K +$203K +2,125 +42%
LWP
1423
Lumature Wealth Partners
Georgia
$772K +$689K +7,212 New
BEAM
1424
Baker Ellis Asset Management
Washington
$771K -$320K -3,356 -32%
MCM
1425
Manchester Capital Management
Vermont
$769K -$58.1K -609 -8%
55 56
57
58 59