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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
1251
Caitong International Asset Management
Hong Kong
$444K +$443K +2,757 New
FG
1252
Fairman Group
Pennsylvania
$443K – – –
IIA
1253
IPG Investment Advisors
California
$442K -$381K -2,370 -46%
HCM
1254
Hollencrest Capital Management
California
$442K -$84K -523 -16%
WG
1255
Wellington Group
Indiana
$441K +$440K +2,738 New
FHC
1256
First Horizon Corporation
Tennessee
$441K +$48.6K +303 +12%
FPCP
1257
Fort Point Capital Partners
California
$440K +$11.9K +74 +3%
RCM
1258
RNC Capital Management
California
$439K – – –
YIA
1259
YHB Investment Advisors
Connecticut
$439K – – –
KA
1260
Kozak & Associates
Colorado
$439K – – –
FNBT
1261
FineMark National Bank & Trust
Florida
$438K – – –
GWP
1262
Gen-Wealth Partners
Michigan
$437K +$346K +2,156 +385%
MF
1263
Manchester Financial
California
$437K – – –
AAS
1264
Annex Advisory Services
Wisconsin
$434K -$2.57K -16 -0.6%
PPH
1265
Pure Portfolios Holdings
Oregon
$433K +$4.82K +30 +1%
GI
1266
GAMCO Investors
Connecticut
$431K -$32.1K -200 -7%
PMWMG
1267
Parr McKnight Wealth Management Group
Minnesota
$431K -$5.62K -35 -1%
S
1268
Storgate
Texas
$431K +$430K +2,677 New
GC
1269
GatePass Capital
Ohio
$430K +$803 +5 +0.2%
DIA
1270
Dana Investment Advisors
Wisconsin
$430K -$15.1K -94 -3%
FWCM
1271
Ferguson Wellman Capital Management
Oregon
$429K -$17.2K -107 -4%
SBWIC
1272
Schaper Benz & Wise Investment Counsel
Wisconsin
$429K – – –
WA
1273
Wealth Architects
California
$429K -$2.41K -15 -0.6%
MA
1274
MJP Associates
Connecticut
$427K +$20.9K +130 +5%
KAM
1275
Kazazian Asset Management
Florida
$427K – – –
49 50
51
52 53