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Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1601
Norris Perne & French
Michigan
$412K -$12K -116 -3%
SC
1602
Summa Corp
Texas
$412K +$20.7K +200 +5%
GIM
1603
Generali Investments Management
Slovenia
$411K +$227K +2,200 +111%
PFWA
1604
Paces Ferry Wealth Advisors
Georgia
$410K -$8.37K -81 -2%
JHCP
1605
Jackson Hole Capital Partners
Oklahoma
$409K – – –
CFO
1606
CVA Family Office
Colorado
$408K -$1.24K -12 -0.3%
PIM
1607
Profit Investment Management
Maryland
$407K – – –
FAT
1608
First American Trust
California
$406K +$11.4K +110 +3%
MAM
1609
Milestone Asset Management
Pennsylvania
$406K +$10.4K +101 +3%
DWA
1610
Delap Wealth Advisory
Oregon
$405K – – –
KA
1611
KDT Advisors
New York
$405K +$930 +9 +0.2%
NCMW
1612
Northern Capital Management (Washington)
Washington
$405K -$24K -232 -5%
TWM
1613
Thrive Wealth Management
Pennsylvania
$405K +$27.3K +264 +7%
WP
1614
Westmount Partners
California
$404K -$28.3K -274 -6%
IC
1615
Iconiq Capital
California
$403K +$82.3K +796 +24%
WW
1616
Westshore Wealth
California
$403K -$11.6K -112 -3%
SIM
1617
Stratos Investment Management
Ohio
$403K -$52.7K -510 -11%
WP
1618
WealthShield Partners
North Carolina
$403K +$107K +1,039 +34%
SFS
1619
Symphony Financial Services
Ohio
$402K -$36.3K -351 -8%
EWA
1620
EverSource Wealth Advisors
Alabama
$402K -$839K -8,115 -66%
OWP
1621
Obermeyer Wealth Partners
Colorado
$402K -$2.17K -21 -0.5%
LWM
1622
Liberty Wealth Management
California
$400K -$5.27K -51 -1%
VCM
1623
Versant Capital Management
Arizona
$398K +$175K +1,691 +71%
SWM
1624
SilverOak Wealth Management
Minnesota
$398K +$419K +4,057 New
IP
1625
Investment Partners
Ohio
$398K -$10K -97 -2%
63 64
65
66 67