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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
501
First Foundation Advisors
California
$1.07M +$194K +2,360 +18%
XSC
502
X-Square Capital
Puerto Rico
$1.07M +$46.8K +570 +4%
JSL
503
JT Stratford LLC
Georgia
$1.07M +$321K +3,910 +33%
PWSG
504
Pacific Wealth Strategies Group
California
$1.06M -$83.7K -1,020 -6%
GA
505
Greytown Advisors
Florida
$1.06M +$925K +11,260 +252%
MBTD
506
Mechanics Bank - Trust Department
California
$1.06M +$285K +3,470 +29%
VCA
507
Verdence Capital Advisors
Maryland
$1.05M -$186K -2,260 -13%
FIM
508
Freedom Investment Management
Connecticut
$1.05M -$2.22M -27,070 -64%
GAM
509
Grandview Asset Management
Pennsylvania
$1.05M +$42.7K +520 +3%
CAM
510
Claret Asset Management
Quebec, Canada
$1.04M +$37.8K +460 +3%
CM
511
Crestline Management
Texas
$1.02M +$1.24M +15,070 New
EGA
512
Eagle Global Advisors
Texas
$1.01M +$489K +5,950 +67%
GBWM
513
Granite Bay Wealth Management
New Hampshire
$998K +$390K +4,750 +47%
BIP
514
Bouvel Investment Partners
Pennsylvania
$997K +$7.39K +90 +0.6%
SFA
515
Souders Financial Advisors
Ohio
$997K +$436K +5,310 +56%
VCM
516
Virtue Capital Management
Tennessee
$984K -$53.4K -650 -4%
PFO
517
Pathstone Family Office
New Jersey
$959K +$417K +5,080 +75%
CWS
518
Confluence Wealth Services
Pennsylvania
$954K +$1.16M +14,120 New
TI
519
Tidal Investments
Wisconsin
$950K +$267K +3,250 +30%
OCM
520
Once Capital Management
New York
$946K +$1.15M +14,000 New
PFS
521
Prospera Financial Services
Texas
$945K -$926K -11,280 -45%
CLOS
522
Compagnie Lombard Odier SCmA
Switzerland
$927K -$44.3K -540 -4%
NW
523
NewEdge Wealth
Pennsylvania
$927K +$423K +5,150 +60%
BAMF
524
BI Asset Management Fondsmaeglerselskab
Denmark
$912K +$439K +5,350 +66%
AA
525
Ancora Advisors
Ohio
$909K +$195K +2,380 +21%
19 20
21
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