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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
801
Corient IA
Florida
$581K – – –
MG
802
Marex Group
$577K +$621K +994 New
WANY
803
Wealthspire Advisors (New York)
New York
$576K +$133K +213 +27%
CCM
804
Condor Capital Management
New Jersey
$575K +$15.6K +25 +3%
LI
805
LVZ Inc
Michigan
$570K +$83.1K +133 +16%
ACA
806
Aptus Capital Advisors
Alabama
$569K +$88.8K +142 +17%
CWM
807
Cordatus Wealth Management
Pennsylvania
$567K -$25K -40 -4%
GC
808
Gilbert & Cook
Iowa
$566K -$5K -8 -0.8%
CIS
809
Custom Index Systems
New York
$564K -$268K -429 -31%
AWM
810
Accurate Wealth Management
Florida
$559K +$85.6K +137 +15%
NG
811
Norden Group
Utah
$559K +$272K +435 +83%
SI
812
Sava Infond
Slovenia
$557K +$219K +350 +57%
SWM
813
SHP Wealth Management
Massachusetts
$556K +$598K +957 New
BCIM
814
British Columbia Investment Management
British Columbia, Canada
$553K +$53.1K +85 +10%
CA
815
Cache Advisors
California
$552K -$3.75K -6 -0.6%
MYAM
816
Meiji Yasuda Asset Management
Japan
$551K +$132K +211 +29%
SIC
817
Samalin Investment Counsel
New York
$550K -$58.8K -94 -9%
IP
818
Intellectus Partners
California
$549K -$42.5K -68 -7%
KOCAA
819
Knights of Columbus Asset Advisors
Connecticut
$548K -$623K -996 -51%
DAM
820
Delta Asset Management
Tennessee
$544K -$3.13K -5 -0.5%
FFA
821
Fairfield Financial Advisors
Massachusetts
$543K -$128K -205 -18%
GKWIM
822
Gerber Kawasaki Wealth & Investment Management
California
$531K +$572K +915 New
ISWM
823
Intesa Sanpaolo Wealth Management
$527K +$568K +908 New
NI
824
Natural Investments
California
$527K -$34.4K -55 -6%
MLL
825
Moody Lynn & Lieberson
Massachusetts
$526K -$4.42M -7,073 -89%
31 32
33
34 35