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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
501
Barrett Asset Management
New York
$59K +$56.5K +141 New
MAM
502
Meeder Asset Management
Ohio
$58K +$36.8K +92 +196%
FFA
503
Freedman Financial Associates
Massachusetts
$54K – – –
CWC
504
Carolinas Wealth Consulting
North Carolina
$44K -$2K -5 -5%
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$41K +$1.2K +3 +3%
CIA
506
CSat Investment Advisory
Michigan
$41K +$5.21K +13 +15%
BDWM
507
Brewin Dolphin Wealth Management
Ireland
$39.5K – – –
CCA
508
Column Capital Advisors
Indiana
$36K -$6.01K -15 -15%
WP
509
WealthShield Partners
North Carolina
$35K +$34K +85 New
GWM
510
Geneos Wealth Management
Colorado
$34K – – –
FPFS
511
First Personal Financial Services
North Carolina
$33K – – –
FHC
512
First Horizon Corporation
Tennessee
$32K -$400 -1 -1%
AF
513
Advisornet Financial
Minnesota
$31K – – –
GAM
514
Gemmer Asset Management
California
$31K – – –
CI
515
CX Institutional
Indiana
$31K +$8.81K +22 +42%
LCM
516
Logan Capital Management
Pennsylvania
$31K +$30K +75 New
SFS
517
Sowell Financial Services
Arkansas
$30K +$801 +2 +3%
EWA
518
Evolution Wealth Advisors
Florida
$28K +$8.41K +21 +45%
WTC
519
WhitTier Trust Company
Nevada
$26K – – –
GLLW
520
Graves Light Lenhart Wealth
Virginia
$25K -$24.4K -61 -50%
TFS
521
TrustCore Financial Services
Tennessee
$25K – – –
APP
522
Alpha Paradigm Partners
Illinois
$23K – – –
HFM
523
Harvest Fund Management
China
$21K -$94.1K -235 -82%
BWL
524
Bogart Wealth LLC
Virginia
$21K +$20.8K +52 New
TFIPS
525
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.8K – – –
19 20
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