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Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
801
Systematic Alpha Investments
New Jersey
$11.5M – – –
AWM
802
Accurate Wealth Management
Florida
$11.4M -$2.69M -6,776 -19%
SIS
803
Sound Income Strategies
Florida
$11.4M +$584K +1,469 +6%
NG
804
Norden Group
Utah
$11.4M -$202K -509 -2%
BAM
805
BOCHK Asset Management
Hong Kong
$11.4M -$2.58M -6,497 -19%
MCM
806
Maple Capital Management
Vermont
$11.3M +$9.41M +23,657 +740%
SRC
807
Sage Rhino Capital
California
$11.2M +$10.7K +27 +0.1%
BHWM
808
Beaird Harris Wealth Management
Texas
$11.2M -$43.4K -109 -0.4%
LFAS
809
Level Four Advisory Services
Texas
$11.1M +$388K +976 +4%
NFSG
810
Newbridge Financial Services Group
Florida
$11.1M +$612K +1,540 +6%
FFG
811
Fortem Financial Group
California
$11.1M +$131K +330 +1%
CA
812
Commerzbank Aktiengesellschaft
Germany
$11.1M -$1.16M -2,928 -10%
MG
813
Mather Group
Illinois
$11M -$317K -796 -3%
BRWA
814
B. Riley Wealth Advisors
Florida
$11M +$46.1K +116 +0.4%
AC
815
AlphaCore Capital
California
$11M +$1.54M +3,860 +17%
VWA
816
Visionary Wealth Advisors
Illinois
$10.9M +$25.1K +63 +0.2%
PWG
817
Portside Wealth Group
Utah
$10.9M +$339K +852 +3%
NW
818
Naviter Wealth
Arkansas
$10.9M -$497K -1,250 -5%
NIM
819
Northeast Investment Management
Massachusetts
$10.8M +$387K +972 +4%
RFA
820
Rollins Financial Advisors
New York
$10.8M -$1.04M -2,618 -9%
CAG
821
Csenge Advisory Group
Florida
$10.7M -$1.59M -3,987 -14%
EBA
822
Eagle Bay Advisors
New York
$10.7M +$286K +718 +3%
IC
823
Inscription Capital
Texas
$10.7M +$1.6M +4,032 +19%
SMTF
824
Sphera Management Technology Funds
Israel
$10.7M +$736K +1,850 +8%
QI
825
Qtron Investments
Massachusetts
$10.7M -$1.71M -4,308 -15%
31 32
33
34 35