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Name Holding Trade Value Shares
Change 		Change in
Stake
BM
651
Brandywine Managers
Delaware
$1.12M – – –
BCV
652
Banque Cantonale Vaudoise
Switzerland
$1.11M -$139K -767 -13%
ACA
653
Aptus Capital Advisors
Alabama
$1.1M +$186K +1,030 +26%
LB
654
Legacy Bridge
Iowa
$1.1M +$30.4K +168 +4%
KRW
655
Kaufman Rossin Wealth
Florida
$1.09M +$3.98K +22 +0.5%
JF
656
Joule Financial
Kentucky
$1.09M -$6.15K -34 -0.7%
FA
657
Fountainhead AM
New Jersey
$1.09M -$31.3K -173 -3%
PRS
658
Pinkerton Retirement Specialists
Idaho
$1.08M +$871K +4,820 New
RGC
659
Roberts, Glore & Co
Illinois
$1.08M -$105K -581 -11%
CHP
660
Castle Hook Partners
New York
$1.07M +$865K +4,783 New
DACS
661
Dymon Asia Capital (Singapore)
Singapore
$1.07M +$861K +4,762 New
AI
662
AXS Investments
New York
$1.06M +$33.3K +184 +4%
SPIA
663
Steward Partners Investment Advisory
New York
$1.06M -$129K -711 -13%
FPF
664
First Pacific Financial
Washington
$1.05M -$127K -703 -13%
MCM
665
MAI Capital Management
Ohio
$1.05M -$58K -321 -6%
FC
666
FORA Capital
Florida
$1.04M -$2.26M -12,525 -73%
SC
667
Savant Capital
Illinois
$1.04M +$30.7K +170 +4%
FPW
668
Fairvoy Private Wealth
Alabama
$1.04M +$840K +4,646 New
DI
669
Diligent Investors
California
$1.02M +$23K +127 +3%
WHG
670
Westwood Holdings Group
Texas
$1.02M -$272K -1,505 -25%
CW
671
CreativeOne Wealth
Kansas
$1.01M +$489K +2,704 +150%
MFS
672
Monetta Financial Services
Illinois
$1.01M – – –
AWM
673
Axxcess Wealth Management
California
$1M +$811K +4,488 New
FRA
674
Frank Rimerman Advisors
California
$990K +$167K +926 +26%
CA
675
Capital Advantage
California
$987K +$8.68K +48 +1%
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