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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
Smartleaf Asset Management
Massachusetts
$640K -$98.2K -153 -16%
CFG
802
Citizens Financial Group
Rhode Island
$634K +$224K +349 +73%
HW
803
Hamilton Wealth
California
$630K -$3.5M -5,450 -87%
GPW
804
Genesis Private Wealth
Virginia
$628K -$77.7K -121 -13%
AAP
805
Arax Advisory Partners
Colorado
$625K -$241K -376 -32%
RI
806
Ridgewood Investments
New Jersey
$620K – – –
TIM
807
Tevis Investment Management
Texas
$615K +$515K +802 New
LAM
808
Lingohr Asset Management
Germany
$614K +$513K +800 New
TAA
809
TB Alternative Assets
Cayman Islands
$614K – – –
TFIPS
810
Towarzystwo Funduszy Inwestycyjnych PZU SA
$609K +$377K +588 +287%
CIC
811
Carnegie Investment Counsel
Ohio
$608K +$27K +42 +6%
OL
812
Optas LLC
Texas
$605K +$55.2K +86 +12%
WMA
813
West Michigan Advisors
Michigan
$602K -$90.5K -141 -15%
AIM
814
Avity Investment Management
Connecticut
$601K -$25K -39 -5%
VR
815
Valued Retirements
Texas
$594K +$25.7K +40 +5%
SI
816
Stonekeep Investments
New Mexico
$593K +$10.3K +16 +2%
FCM
817
Fieldview Capital Management
Michigan
$591K +$494K +770 New
RP
818
Regal Partners
Australia
$590K +$494K +769 New
FDS
819
First Dallas Securities
Texas
$589K +$12.8K +20 +3%
PWG
820
Portside Wealth Group
Utah
$589K -$8.34K -13 -2%
GWM
821
Geneos Wealth Management
Colorado
$585K -$18K -28 -4%
WANY
822
Wealthspire Advisors (New York)
New York
$579K -$30.2K -47 -6%
WP
823
WealthPLAN Partners
Nebraska
$578K – – –
IC
824
Inscription Capital
Texas
$577K +$483K +752 New
WWM
825
Whalen Wealth Management
Nevada
$577K -$98.2K -153 -17%
31 32
33
34 35