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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
801
Perpetual Ltd
Australia
$556K -$89.2M -177,710 -99%
CCMG
802
Clark Capital Management Group
Pennsylvania
$556K +$576K +1,147 New
PWPS
803
Pinnacle Wealth Planning Services
Ohio
$555K +$143K +285 +33%
HI
804
Harbour Investments
Wisconsin
$555K +$269K +537 +88%
EPW
805
Evolve Private Wealth
California
$552K +$143K +285 +33%
CCWM
806
Correct Capital Wealth Management
Missouri
$549K +$289K +575 +103%
BCP
807
Blue Chip Partners
Michigan
$548K +$567K +1,130 New
BJL
808
Brighton Jones LLC
Washington
$547K +$566K +1,127 New
PWM
809
Perigon Wealth Management
California
$543K -$53.7K -107 -9%
AGWCA
810
Annis Gardner Whiting Capital Advisors
Florida
$535K – – –
GSEP
811
Golden State Equity Partners
California
$534K +$293K +583 +113%
SCM
812
Suvretta Capital Management
New York
$533K +$552K +1,100 New
FA
813
FDx Advisors
Illinois
$530K +$549K +1,093 New
ACM
814
Accent Capital Management
Ohio
$529K – – –
CTC
815
Central Trust Company
Missouri
$522K +$436K +868 +415%
SAM
816
Simplify Asset Management
Nevada
$521K +$16.1K +32 +3%
HP
817
Havemeyer Place
Connecticut
$513K +$530K +1,057 New
LI
818
LVZ Inc
Michigan
$510K +$35.1K +70 +7%
MGWM
819
Marks Group Wealth Management
Minnesota
$510K +$527K +1,051 New
FCP
820
Fidelis Capital Partners
Florida
$508K -$23.6K -47 -4%
KCM
821
Kornitzer Capital Management
Kansas
$497K – – –
MYAM
822
Meiji Yasuda Asset Management
Japan
$497K +$38.6K +77 +8%
GWM
823
Gibbs Wealth Management
Georgia
$491K +$508K +1,012 New
CWMG
824
Compass Wealth Management (Georgia)
Georgia
$485K – – –
KOCAA
825
Knights of Columbus Asset Advisors
Connecticut
$484K +$27.6K +55 +6%
31 32
33
34 35