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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1551
Cidel Asset Management
Ontario, Canada
$563K +$570K +5,860 New
BEAM
1552
Baker Ellis Asset Management
Washington
$563K – – –
BOSSRA
1553
B.O.S.S. Retirement Advisors
Utah
$560K +$2.24K +23 +0.4%
MCM
1554
Monument Capital Management
Virginia
$559K +$94.6K +972 +20%
LAM
1555
LECAP Asset Management
United Kingdom
$558K +$566K +5,814 New
SAM
1556
Strategy Asset Managers
California
$556K +$3.7K +38 +0.7%
FC
1557
Fulcrum Capital
Washington
$555K -$19.5K -200 -3%
OL
1558
Optas LLC
Texas
$554K +$5.74K +59 +1%
DGAM
1559
Desjardins Global Asset Management
Quebec, Canada
$553K -$10.6K -109 -2%
LCS
1560
Levin Capital Strategies
New York
$552K -$36.2K -372 -6%
ERSOT
1561
Employees Retirement System of Texas
Texas
$551K – – –
PWP
1562
Precedent Wealth Partners
Texas
$550K +$558K +5,729 New
LJAC
1563
L.J. Altfest & Co
New York
$550K +$12.9K +133 +2%
MS
1564
Maven Securities
Jersey
$549K +$166K +1,704 +42%
AWAU
1565
Alliance Wealth Advisors (Utah)
Utah
$548K +$23.1K +237 +4%
UCB
1566
United Community Bank
South Carolina
$546K +$213K +2,193 +63%
CW
1567
Channel Wealth
California
$544K +$150K +1,541 +37%
AIA
1568
AIMZ Investment Advisors
California
$543K – – –
ST
1569
Spinnaker Trust
Maine
$543K – – –
JWM
1570
Jeppson Wealth Management
California
$541K -$25.8K -265 -4%
BA
1571
Ballast Advisors
Minnesota
$540K +$14.6K +150 +3%
ESB
1572
Essex Savings Bank
Connecticut
$539K +$77K +791 +16%
IP
1573
Ignite Planners
California
$539K -$189K -1,937 -25%
FCAS
1574
First Command Advisory Services
Texas
$538K -$13.5K -139 -2%
FFP
1575
FourThought Financial Partners
Florida
$537K -$42.1K -433 -7%
61 62
63
64 65