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Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
751
Platform Technology Partners
New York
$399K +$290K +1,718 New
KWMG
752
King Wealth Management Group
Florida
$398K – – –
UM
753
UniSuper Management
Australia
$398K +$16.9K +100 +5%
JWM
754
JFG Wealth Management
Colorado
$398K +$338K +2,000 New
KA
755
Kercheville Advisors
Texas
$398K +$338K +2,000 New
DGAM
756
Desjardins Global Asset Management
Quebec, Canada
$388K +$37.9K +224 +13%
PI
757
PFG Investments
New York
$386K +$24.9K +147 +8%
AM
758
AGF Management
Ontario, Canada
$382K +$325K +1,921 New
DIM
759
DC Investments Management
Virginia
$381K – – –
PGWM
760
Parisi Gray Wealth Management
New Jersey
$379K +$34.2K +202 +12%
CCM
761
Chaney Capital Management
Washington
$379K +$322K +1,903 New
JAM
762
Jupiter Asset Management
United Kingdom
$373K +$317K +1,873 New
AFG
763
Atomi Financial Group
New York
$367K +$312K +1,845 New
CWA
764
Clarity Wealth Advisors
California
$365K +$169 +1 +0.1%
IA
765
IFP Advisors
Florida
$364K +$34.7K +205 +13%
OCBCO
766
Oversea-Chinese Banking Corp (OCBC)
Singapore
$363K -$3.79M -22,404 -93%
ACM
767
Adalta Capital Management
New York
$359K – – –
WBG
768
Wharton Business Group
Pennsylvania
$358K -$67.6K -400 -18%
BP
769
Ballentine Partners
Massachusetts
$358K +$7.27K +43 +2%
BCG
770
Breakwater Capital Group
New Jersey
$354K +$301K +1,780 New
TDC
771
Thompson Davis & Co
Virginia
$354K -$15.2K -90 -5%
EGA
772
E&G Advisors
Texas
$352K +$8.62K +51 +3%
MFA
773
Mayflower Financial Advisors
Massachusetts
$350K -$20.6K -122 -6%
BHPW
774
Beverly Hills Private Wealth
California
$350K -$7.27K -43 -2%
OM
775
OV Management
Minnesota
$349K +$297K +1,755 New
29 30
31
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